Private Client Investment Counsellors

  • Woo Olivia
    Olivia Woo
    CFA, MBA
    Director, Private Client Investment Counsellor
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    Olivia Woo, CFA, MBA

    Director, Private Client Investment Counsellor

    Olivia Woo is a Director and Investment Counsellor within the Private Client Investment Counselling team at Mawer Investment Management Ltd., which she joined in 2008.

    Prior to joining Mawer, Ms. Woo was a Vice President and Investment Counsellor for T.E. Investment Counsel. Previous to that, she worked for TD Private Investment Counsel in Vancouver and HSBC Securities in Toronto and New York.

    Ms. Woo earned her MBA in Enterprise Development from the University of Calgary and her Commerce degree from the University of Toronto. She is a CFA charterholder, with investment experience since 1992, serving both private and institutional clients.   

    She is a member of the CFA Institute and the Calgary CFA Society, a past member of the CFA Society Calgary Program Committee, and currently serves on the board for the Calgary International Language Foundation. She also serves on the board of the Wings of Hope Breast Cancer Foundation.

     

  • Hamilton Keen Beth2
    Director of Investment Counselling
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    Beth Hamilton-Keen, CFA

    Director of Investment Counselling

    Beth Hamilton-Keen is Director of Investment Counselling at Mawer Investment Management Ltd. Since joining Mawer in 2005, she has been involved in institutional and individual client portfolio management.

    Ms. Hamilton-Keen has investment experience since 1990, serving both private and not-for-profit institutional clients. She is a graduate of the Acadia University business program and a CFA charterholder. Ms. Hamilton-Keen has also completed the High Performance Board program at IMD Business School where participants learn how to identify the strategies, structures and processes that make boards the driving force behind their company’s success.

    On September 1, 2010, Ms. Hamilton-Keen was elected to the Board of Governors of the CFA Institute. The Board of Governors is the CFA Institute’s most senior corporate body, having ultimate responsibility for the organization’s strategy and management. She has previously served as a member of Mawer’s Board of Directors and Management Committee, and many not-for-profit boards and committees.

    Ms. Hamilton-Keen is an active member of her local community and has been recognized as one of Calgary’s Top 40 under 40. She has been a guest lecturer at the University of Calgary, a guest commentator on CBC Radio, and a regular commentator on investment issues for CBC NewsWorld and BNN.

  • Peterson Greg
    Director, Investment Counsellor, Balanced Asset Mgmt.
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    Greg Peterson, CFA

    Director, Investment Counsellor, Balanced Asset Mgmt.

    Greg Peterson is a Director and Investment Counsellor at Mawer Investment Management Ltd., which he joined in 2002. He is the manager of the multi-award winning Mawer Balanced Fund and the Mawer Global Balanced Fund. In addition, he leads the asset allocation team for the Firm and is responsible for client portfolio management.

    The Mawer Balanced Fund was recognized as the best Global Balanced and best Global Balanced Pooled Fund at the 2014 Morningstar Awards.

    Previously, he was a Director and Investment Counsellor with BMO Harris Private Banking. From 1997 to 1999, Mr. Peterson was an Investment Counsellor with T.E. Investment Counsel in Calgary, having moved from Edmonton in 1997 where he was an Account Manager with Royal Trust in their Wealth Management group since 1995. His career began with the Royal Bank Financial Group in 1991 as a Personal Banker.

    Mr. Peterson earned a Bachelor of Commerce degree, majoring in Finance, from the University of Alberta and is a Chartered Financial Analyst charterholder.

    Greg is a member of the CFA Institute, the CFA Society Calgary, and the Calgary Flame Ambassadors. He is also a past Treasurer and Director of Ronald McDonald House, Southern Alberta.

  • Francis Pam
    Investment Counsellor
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    Pam Francis, CFA

    Investment Counsellor

    Pam Francis is an Investment Counsellor within the Private Client Investment Counselling team at Mawer Investment Management Ltd., which she joined in 1997.

    Previously, she was a Financial Analyst at Credit Union Central of Manitoba from 1994 to 1997. Prior to that, she was employed at Ransom Financial Planning Services Inc. from 1989 to 1994.

    Ms. Francis earned a Bachelor of Commerce (Honours) degree from the University of Manitoba and the Canadian Investment Manager designation from the Canadian Securities Institute. Ms. Francis is also a Chartered Financial Analyst charterholder with investment experience since 1989.

    Ms. Francis is a member of the CFA Institute, and the CFA Society Calgary.

  • Martin Desmond
    Investment Counsellor
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    Desmond Martin, CFA

    Investment Counsellor

    Desmond Martin is an Investment Counsellor within the Private Client Investment Counselling team at Mawer Investment Management Ltd., which he joined in 2005.

    Previously, he was a Senior Financial Consultant with MD Management Limited.

    Mr. Martin is a Chartered Financial Analyst charterholder and received his Bachelor of Commerce with Honours from Carleton University and Bachelor of Science degree from the University of Alberta. Mr. Martin has investment experience since 1995.

    Mr. Martin is a member of the CFA Institute and the CFA Society Calgary.

  • Visscher Steven
    Investment Counsellor
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    Steven Visscher, CFA

    Investment Counsellor

    Steven Visscher is an Investment Counsellor within the Individual Client Management team at Mawer Investment Management Ltd., which he joined in 2005.

    Mr. Visscher received his Bachelor of Commerce Degree with Distinction from the University of Alberta. He holds the Canadian Investment Manager designation and is a Chartered Financial Analyst charterholder.

    Prior to joining Mawer, he was an Associate Investment Counsellor with T.E. Investment Counsel in their Calgary office and has investment experience since 2000.

    Mr. Visscher is a member of the CFA Institute and the Calgary CFA Society.

  • Bunker Grant
    Investment Counsellor
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    Grant Bunker, MBA

    Investment Counsellor

    Grant Bunker is an Investment Counsellor within the Individual Client Management team at Mawer Investment Management Ltd., which he joined in 2014.

    Mr. Bunker has investment experience since 1995, serving both private and institutional clients. Prior to joining Mawer, Mr. Bunker was Vice President, Business Development for Aurion Capital Management where he was responsible for the management of pooled and segregated accounts. Previous to that, he was Vice President, Business Development for Creststreet Asset Management, Regional Sales Manager at Tricycle Asset Management and a Senior Account Manager at Great-West Life Assurance Co.

    Mr. Bunker earned his MBA from Schulich School of Business at York University and his Bachelor of Arts from the University of Guelph. In 2006, he obtained his Certified Investment Manager designation from the Canadian Securities Institute.

  • IMG 5824 Nicole Swales 02 24 2015
    Nicole Swales
    CFA, MBA
    Investment Counsellor
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    Nicole Swales, CFA, MBA

    Investment Counsellor

    Nicole Swales is an Investment Counsellor within the Private Client Investment Counselling team at Mawer Investment Management Ltd., which she joined in 2015. Based in Toronto, Ms. Swales is responsible for the management of private client investment portfolios.

    Prior to joining Mawer, Ms. Swales was a Vice President within the Private Client Group at Barometer Capital Management. Previously, she worked in Institutional Equity Sales at National Bank Financial and at Scotia Capital where she traded the Australian and New Zealand dollar and also completed institutional European currency sales. Prior to this, she worked at TD Bank on the Commercial Currency Sales Desk.
    Ms. Swales earned an MBA from the Rotman School of Business at the University of Toronto in 1997 and a graduate business diploma from the London School of Economics and Political Science in 1992. She is a CFA charterholder, with investment experience since 1992.

    Ms. Swales is an active member of her local community and is currently on both the Board of Governors and the Finance Committee for the Crescent School Board. She has also held several volunteer positions in the past including heading fund raising events for Sick Kids Hospital in Toronto and The Toronto Toy Tea and Trails Youth Initiatives. She was a past board member at Havergal College, and Treasurer for the Crescent Parent Association Board.

  • Stephens Erin
    Investment Counsellor
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    Erin Stephens, CFA

    Investment Counsellor

    Erin Stephens is an Investment Counsellor within the Private Client Investment Counselling team at Mawer Investment Management Ltd., which she joined in 2009.

    Prior to joining Mawer, Ms. Stephens worked as an Account Manager with Cornerstone Investment Counsel and as a Client Services Assistant with HSI Financial.  During her time at Mawer, Ms. Stephens has also fulfilled the role of Portfolio Management Analyst.

    Ms. Stephens earned her Bachelor of Arts degree with a major in Economics from the University of Calgary. She is a Chartered Financial Analyst Charterholder with investment experience since 2005.

    Ms. Stephens is a member of the CFA Institute and the CFA Society Calgary.

  • Wheaton Paul
    Paul Wheaton
    CFA, FEA
    Investment Counsellor
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    Paul Wheaton, CFA, FEA

    Investment Counsellor

    Paul Wheaton is an Investment Counsellor within the Private Client management team at Mawer Investment Management Ltd., which he joined in 2014. Prior to joining Mawer, he was a senior client service and investment professional at Hamilton Capital Partners, Kootenay Capital Management, and Gluskin Sheff & Associates.

    Mr. Wheaton is a CFA Charterholder and earned his Bachelor of Business Administration (honours) from Wilfred Laurier University in Waterloo, Ontario. In 2017, he received his FAMILY ENTERPRISE ADVISOR™ certification, which is administered by the Family Office Exchange and the only program of its kind designed specifically for family enterprises and their advisors.

    Mr. Wheaton is an active member of the firm and his community. He was a member of the firm’s 2015 United Way campaign committee and currently sits on Mawer’s portfolio management technology working group and the Employee Committee. He is an investment committee member for the Jewish Community Foundation of Calgary. In addition, he is a past member of the Calgary Chamber of Volunteer Organizations and also Theatre Junction Grand’s Board of Directors, on which he held multiple positions including Secretary and Chair of their Governance and Human Resources Committee.

    He is a member of the CFA Institute, CFA Society Calgary, and the Family Enterprise Exchange.

  • Przeslakiewicz Anna
    Investment Counsellor
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    Anna Przeslakiewicz, CFA

    Investment Counsellor

    Ms. Przeslakiewicz is an Investment Counsellor within the Private Client Investment Counselling team at Mawer Investment Management Ltd., which she joined in 2012. Within her role, Ms. Przeslakiewicz helps clients to develop successful investment strategies by implementing investment solutions that are in line with their unique needs and goals.

    Previously, Ms. Przeslakiewicz was a Portfolio Analyst at Mawer, working closely with senior Private Client Portfolio Managers and their clients. Prior to joining Mawer, she was employed as a Research Associate at Quadrant Asset Management from 2009 to 2012. She has investment experience since 2009.

    Ms. Przeslakiewicz earned her Bachelor of Commerce (Honours) degree with a double major in Finance and Accounting from the University of Manitoba. She holds the Canadian Investment Manager designation and is a Chartered Financial Analyst charterholder. Ms Przeslakiewicz is a member of the CFA Institute and the CFA Society Calgary.

  • Churchill Smith Heather
    Investment Counsellor
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    Heather Churchill-Smith, CFA

    Investment Counsellor

    Ms. Churchill-Smith is an Investment Counsellor at Mawer Investment Management Ltd., which she joined in 2009. Prior to joining the Private Client Investment Counselling team, she was an Investment Advisor for Mawer Direct Investing and an Institutional Portfolio Manager Associate.

    Ms. Churchill-Smith earned her Bachelor of Commerce (Co-op) degree with a major in Finance from Dalhousie University in Halifax, Nova Scotia. She completed the Canadian Securities Course in 2007 and is a Chartered Financial Analyst charterholder.

  • Janelle McFadden 4411
    Investment Counsellor
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    Janelle Hart, CFA

    Investment Counsellor

    Janelle Hart is an Investment Counsellor at Mawer Investment Management Ltd., which she joined in 2007. Within her role, Ms. Hart develops and implements successful investment strategies for individuals and families that incorporate their unique circumstances and investment objectives.

    Ms. Hart graduated from Dalhousie University with a Bachelor of Commerce (Co-op) degree, majoring in Finance. She completed co-op positions in Halifax, Calgary and Australia with roles in external relations, oil & gas finance and local government finance, respectively. Prior to her current role, she spent four years as an Associate on Mawer’s Institutional Portfolio Management team.

    Ms. Hart completed the Canadian Securities Course in 2006 and is a Chartered Financial Analyst charterholder. She is a member of the CFA Institute and the CFA Society Calgary.

  • Mantei Jorin
    Jorin Mantei
    CFA, CIM
    Associate Investment Counsellor
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    Jorin Mantei, CFA, CIM

    Associate Investment Counsellor

    Jorin Mantei is an Associate Investment Counsellor at Mawer Investment Management Ltd., which he joined in 2012. Mr. Mantei graduated from the University of Calgary with a Bachelor of Commerce (Distinction) degree, majoring in Finance. Prior to his current role, he spent four years as an Associate on Mawer's Individual and Family Office client team.

    Mr. Mantei received the Canadian Investment Manager designation from the Canadian Securities Institute in 2012 and is a Chartered Financial Analyst charterholder. He is a member of the CFA Institute and the CFA Society Calgary.

  • Taylor Brett
    Associate Investment Counsellor
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    Brett Taylor, CFP

    Associate Investment Counsellor

    Mr. Taylor is an Associate Investment Counsellor at Mawer Investment Management Ltd., which he joined in 2015. Prior to his current role, he worked for Mawer as a Private Client Associate. Previously he worked as an Associate Consultant at Investors Group.

    Mr. Taylor has completed his Bachelor of Management with a major in Finance from the University of Lethbridge. He has completed his Certified Financial Planner Certification and is currently a Level II CFA candidate.

  • Fraser David
    Associate Investment Counsellor
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    David Fraser, CFP

    Associate Investment Counsellor

    David Fraser is an Associate Investment Counsellor within the Private Client team at Mawer Investment Management Ltd., which he joined in 2014. Prior to joining the Private Client team, he worked as an Investment Advisor with Mawer Direct Investing Ltd.

    Before joining Mawer, Mr. Fraser worked as a Private Client Service Associate at the Fiduciary Trust Company of Canada. He began his career at Barclays Bank PLC in the United Kingdom.

    Mr. Fraser earned his Bachelor of Business Studies with a major in Economics and Finance from Massey University in New Zealand. He has completed the Canadian Securities Course, and the Conduct and Practices Handbook and Wealth Management Essentials Course. Mr. Fraser has also completed his Certified Financial Planner Certification and has also passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.

Institutional Portfolio Managers

  • Campbell Scott
    Director of Institutional Client Management
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    Scott Campbell, CFA

    Director of Institutional Client Management

    Scott Campbell is Director of Institutional Portfolio Management at Mawer Investment Management Ltd., which he joined in 2011.

    Previously, Mr. Campbell was a Vice President at McLean Budden Ltd. for nine years where he was a member of the Institutional Client Service Group. In addition to his responsibilities managing institutional, pension, endowment and foundation clients, he was a Product Specialist for the firm's Growth strategies, providing colleagues with quarterly analysis of both Canadian and global equity mandates in addition to monitoring risk controls for compliance. Mr. Campbell was also a voting member of the Canadian Equity (Core) Team.

    From August 1999 to December 2001, Mr. Campbell worked with Spectrum Investments progressing to Director, Corporate Relationships acting as a liaison between Spectrum fund managers and industry analysts, as well as managing the firm's institutional relationships.

    His prior experience also includes three years as a Senior Financial Adviser at CIBC where Mr. Campbell provided investment and credit advice to a portfolio of high net worth individuals.

    Mr. Campbell is a member of the CFA Society Toronto and a CFA charterholder with investment experience since 1993.

  • Senyk Craig
    Vice Chairman, Institutional Portfolio Manager
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    Craig Senyk, CFA

    Vice Chairman, Institutional Portfolio Manager

    Craig Senyk is the Vice Chairman and an Institutional Portfolio Manager at Mawer Investment Management, which he joined in 1997. He is responsible for the management of institutional and private client investment portfolios.  He is a member of the firm’s Risk Management Committee and Ownership Oversight Committee. 

    Mr. Senyk is also the co-manager of the Mawer Tax Effective Balanced Fund, which employs a tax effective overlay strategy. This strategy works to ensure that clients retain as much of their pre-tax return on an after-tax basis as possible. He has researched, written and spoken on a number of after-tax strategies as they apply to the Canadian investor and taxpayer.

    Mr. Senyk has investment experience since 1996 and is a Chartered Financial Analyst charterholder with a Bachelor of Commerce degree (with Distinction) from the University of Alberta, which he obtained in 1995.  Along with his wife Cara, he hosts the annual Jamboree with Charity in support of community based charities and Canadian country music artists.  He is also a member of the Board for Theatre Calgary, and a member of the CFA Institute and Toastmasters International.  He has been recognized as one of Calgary’s Top 40 under 40 and is a past President of the CFA Society Calgary.  

  • Giguere Jean Phillippe
    Jean-Philippe Giguère
    CFA, FSA, FCIA
    Institutional Portfolio Manager
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    Jean-Philippe Giguère, CFA, FSA, FCIA

    Institutional Portfolio Manager

    Jean-Philippe (JP) Giguère is an Institutional Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2013. Based in Toronto, Mr. Giguère is responsible for the management of institutional client investment portfolios.

    Prior to joining Mawer, Mr. Giguère was a Director of Relationship Management at MFS McLean Budden Ltd. Previously, he was employed for nine years as an Investment Consultant at Watson Wyatt (now Willis Towers Watson) where his work included risk budgeting and asset liability modeling as well as manager research. He also worked as an Equity Research Associate at National Bank Financial.

    Mr. Giguère has pension and investment experience since 1999 and is a CFA Charterholder, a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries. He received a Bachelor degree in Actuarial Science from Laval University. He is a member of the CFA Institute and the CFA Society Toronto.

  • Fournell Patrick
    Institutional Portfolio Manager
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    Patrick Fournell, CFA, MBA

    Institutional Portfolio Manager

    Patrick Fournell is an Institutional Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2014. Based in Toronto, Mr. Fournell is responsible for the management of institutional client investment portfolios.

    Prior to joining Mawer, Mr. Fournell was a Director of Consultant Relations at MFS Investment Management, as well as a Vice President at McLean Budden for seven years where he was also a Product Specialist and member of the firm's international equity strategy. Previously, he worked for eight years as a consultant in the U.S. and Canada, first at Hewitt Associates (now Aon Hewitt), and subsequently at Mercer Investment Consulting. He began his career as a pension analyst at Noranda (now Glencore Canada Corporation).

    Mr. Fournell has investment experience since 1993, and is a CFA Charterholder.  He received a Bachelor of Mathematics degree from the Université de Montréal with a major in Actuarial Science, an MBA in Finance and Economics from the University of Chicago, and completed investment-related executive programs at Harvard University and the London Business School. He is a member of the CFA Institute and the CFA Society Toronto.

  • Potvin Aaron
    Institutional Portfolio Manager
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    Aaron Potvin, CFA

    Institutional Portfolio Manager

    Aaron Potvin is an Institutional Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2008. He is responsible for the management and servicing of institutional clients and their portfolios.

    Prior to joining Mawer, Mr. Potvin was an Investment Advisor with Berkshire Securities Inc, providing financial and investment advice to private clients. Before moving to Calgary in 2003, he lived in Kamloops, B.C. where he was an Investment Advisor with TWC Securities Inc.

    Mr. Potvin earned a Bachelor of Business Administration degree in 1998 and is a Chartered Financial Analyst charterholder with investment experience since 1997.

    He is a member of the CFA Institute and the CFA Society Calgary and currently serves as a Board Member for the Bethany Care Foundation.

  • Goldfeldt Travis
    Institutional Portfolio Manager
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    Travis Goldfeldt, CFA

    Institutional Portfolio Manager

    Travis Goldfeldt is an Institutional Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2007. He is responsible for the management and servicing of institutional clients and Separately Managed Accounts programs offered through Mawer’s Institutional Alliances. 

    Mr. Goldfeldt is also the co-manager of the Mawer Tax Effective Balanced Fund, which employs a tax effective overlay strategy. This strategy works to ensure that clients retain as much of their pre-tax return on an after-tax basis as possible.

    Prior to joining Mawer, Mr. Goldfeldt was employed as a Quantitative Analyst with TD Asset Management and as a Trading Assistant with Barclays Capital. At Mawer he has also fulfilled the roles of Business Analyst and Portfolio Management Analyst.

    Mr. Goldfeldt graduated with a Bachelor of Mathematics-Dean’s Honour Roll from the University of Waterloo and a Bachelor of Business Administration-High Distinction with a Finance Concentration and a minor in Economics from Wilfrid Laurier University.  Mr. Goldfeldt is also a Chartered Financial Analyst Charterholder with investment experience since 2005.

  • Johnson Andrew
    Institutional Portfolio Manager
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    Andrew Johnson, CFA

    Institutional Portfolio Manager

    Andrew Johnson is an Institutional Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2007. He is responsible for the management and servicing of institutional clients and their portfolios. Before joining Mawer, he held positions in both the accounting and legal departments of a diversified private holding company based in Nova Scotia.

    Mr. Johnson earned a Bachelor of Arts from Mount Allison University and is a CFA charterholder with investment experience since 2007. He is a member of the CFA Institute and the CFA Society Calgary. Mr. Johnson has completed the Not-For-Profit Governance Essentials Program through the Institute of Corporate Directors, serves as a volunteer with The Children’s Wish Foundation of Canada, is a member of Toastmasters International and is President of the Calgary Sunrise Toastmasters Club.

  • Webster Cameron
    Institutional Portfolio Manager
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    Cameron Webster, CFA, MBA

    Institutional Portfolio Manager

    Cameron Webster is an Institutional Portfolio Manager at Mawer Investment Management Ltd., which he joined in September 2015. He is responsible for the management and servicing of institutional clients and their portfolios.

     Since 2004, Mr. Webster was Managing Partner Investment Research and Portfolio Manager at Sandstone Asset Management. Over 10 years, Mr. Webster had Investment Committee, investment research and client service responsibilities over high net worth global balanced assets. Since 1996, Mr. Webster held equity analyst roles at McLean & Partners Wealth Management and Merrill Lynch where he earned a top ranking.

    Mr. Webster received a Bachelor of Arts in Economics from the University of British Columbia and an MBA from the Schulich School of Business at York University. He is a Chartered Financial Analyst (CFA) charterholder with investment experience since 1996.

    He is a member of the CFA Institute and CFA Society Calgary. Mr. Webster’s Board experience includes local arts organizations, foundations and a term with CFA Society Calgary. He annually supports the Heart and Stroke Foundation's efforts to promote active and healthy lifestyles. He is an avid cyclist and has taken on many endurance sport challenges including Ironman triathlon, gran fondo cycling, and marathon running.

  • Campbell Rob2
    Institutional Portfolio Manager
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    Rob Campbell, CFA

    Institutional Portfolio Manager

    Rob Campbell is an Institutional Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2016. He is responsible for the management and servicing of institutional clients and their portfolios.

    Prior to joining Mawer, Mr. Campbell was an Investment Product Specialist with MFS Investment Management, where he communicated investment policy, strategy and positioning; performed portfolio analysis; and led product development.

    Mr. Campbell received a Bachelor of Arts in Economics from Harvard University. He is a Chartered Financial Analyst (CFA) charterholder with investment experience since 2009.

    He is a member of the CFA Institute and CFA Society Toronto. He is also a Canadian Ski Instructor’s’ Alliance (CSIA) Level 4 instructor.

Asset Class Managers

  • Crofts Michael
    Michael Crofts
    CFA, B.Math (Honours)
    Director, Portfolio Manager, Fixed Income
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    Michael Crofts, CFA, B.Math (Honours)

    Director, Portfolio Manager, Fixed Income

    Michael Crofts is a Director and Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2003. Mr. Crofts specializes in the research and management of Canadian fixed income securities. He is the co-manager of the Mawer Canadian Money Market Fund and the Mawer Canadian Bond Fund, and is the co-manager of the Mawer Global Bond Fund. He is also a member of the asset allocation team.

    Mr. Crofts was previously a Consultant with T.E. Financial Consultants Ltd. in their Calgary and Toronto offices and has investment experience since 1997.

    Mr. Crofts received his Bachelor of Mathematics with Honours (Actuarial Science Major and Statistics Minor) from the University of Waterloo and is a Chartered Financial Analyst charterholder.

    Mr. Crofts is a member of the CFA Institute and the Calgary CFA Society.

  • Deckart Christian
    Portfolio Manager, Global Small Cap, Global Equity
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    Christian Deckart, CFA, Ph.D

    Portfolio Manager, Global Small Cap, Global Equity

    Christian Deckart is a Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2013. He is the co-manager of Mawer Global Equity Fund and the Mawer Global Small Cap Fund.

    Previously, Mr. Deckart worked in Zurich, Switzerland, as a Portfolio Manager for a European Family Office and as an Equity Analyst at an investment boutique. During his time in Switzerland, he mainly focused on investments in European and North American equities. Prior to this, he was a Small-/Mid Cap Equity Analyst at Merrill Lynch in London, UK, and at Commerzbank in Frankfurt, Germany. He began his career in 1997 with an apprenticeship at Bankhaus Reuschel & Co. in Munich, Germany.

    Mr. Deckart received a Ph.D and a Diploma in Law from the University of Augsburg, Germany and is a Chartered Financial Analyst charterholder.

  • Hall Jim
    Jim Hall
    CFA, MBA
    Chairman, Chief Investment Officer, Portfolio Manager, Large Cap Cdn Equity
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    Jim Hall, CFA, MBA

    Chairman, Chief Investment Officer, Portfolio Manager, Large Cap Cdn Equity

    Jim Hall is Chairman of the Board and Chief Investment Officer at Mawer Investment Management Ltd., which he joined in 1997. He is co-manager of the Mawer Canadian Equity Fund and the Mawer Global Equity Fund. As Chief Investment Officer, he has broad responsibility for the research and analysis of global equities and fixed income securities.

    In 2015, Mr. Hall received the prestigious Domestic Equity Fund Manager of the Year award at the Morningstar Awards, an honour he was also the recipient of in 2010.

    Prior to joining Mawer, Mr. Hall was employed by Wood Gundy Inc. in Vancouver from 1994 to 1997.

    Mr. Hall is a Chartered Financial Analyst charterholder with investment experience since 1994. He has a Master of Business Administration obtained from the University of British Columbia, and a Bachelor of Economics and Political Science obtained from the University of Toronto in 1990.

    Mr. Hall is a member of the CFA Society Calgary.

  • Lampert Peter
    Portfolio Manager, Emerging Markets, International Equity
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    Peter Lampert, CFA

    Portfolio Manager, Emerging Markets, International Equity

    Peter Lampert is a Portfolio Manager at Mawer Investment Management Ltd. Mr. Lampert manages the Mawer Emerging Markets Equity Fund and co-manages the firm’s International equity mandates, including the Mawer International Equity Fund.

    The Mawer International Equity Fund has been recognized by the Morningstar Awards as best International Equity Fund on numerous occasions over the past decade.

    Mr. Lampert joined Mawer as an Equity Analyst in 2008 with research responsibilities across all sectors and geographies. During 2013 to 2015 he relocated to Singapore to establish a research presence and to deepen the firm’s investment capabilities in Asia.

    Mr. Lampert received his Bachelor of Business Administration from Wilfrid Laurier University and his Bachelor of Mathematics from the University of Waterloo in 2008. He is a Chartered Financial Analyst charterholder.

  • Mo Jeff
    Portfolio Manager, Small Cap Cdn Equity
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    Jeff Mo, CFA

    Portfolio Manager, Small Cap Cdn Equity

    Jeff Mo is a Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2008. He is the manager of the Mawer New Canada Fund and Mawer’s Canadian small cap mandates.

    In December of 2014, Mr. Mo won the prestigious Domestic Equity Fund Manager of the Year award at the 20th annual Morningstar Awards. The Mawer New Canada Fund has also been recognized by the Morningstar Awards as best Canadian Small/Mid Cap Equity Fund on numerous occasions over the past decade.

    Mr. Mo received his Bachelor of Business Administration (Honours) from the Richard Ivey School of Business and also attended the School of Economics and Management, Tsinghua University, in Beijing, China. He is a Chartered Financial Analyst charterholder and a member of the CFA Society Calgary.

  • Moroz Paul
    Deputy Chief Investment Officer, Portfolio Manager, Global Equity
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    Paul Moroz, CFA

    Deputy Chief Investment Officer, Portfolio Manager, Global Equity

    Paul Moroz is the Deputy Chief Investment Officer and a Director at Mawer Investment Management Ltd., which he joined in 2004. He is a co-manager of the Mawer Global Equity Fund and the Mawer Global Small Cap Fund.

    Mr. Moroz relocated to Singapore from 2016 to 2017 and served as CEO and a Director of Mawer Investment Management Singapore Pte. Ltd.

    In 2013, Mr. Moroz won the prestigious Morningstar Foreign Equity Fund Manager of the Year award at the 19th annual Morningstar Awards.

    Prior to joining Mawer, Mr. Moroz was employed by Alberta Investment Management and Merrill Lynch Canada Inc.

    Mr. Moroz is a Chartered Financial Analyst charterholder. He earned a Bachelor of Commerce degree from the Haskayne School of Business at the University of Calgary.

    Mr. Moroz is a member of the CFA Institute and the Calgary CFA Society.

  • Peterson Greg
    Director, Investment Counsellor, Balanced Asset Mgmt.
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    Greg Peterson, CFA

    Director, Investment Counsellor, Balanced Asset Mgmt.

    Greg Peterson is a Director and Investment Counsellor at Mawer Investment Management Ltd., which he joined in 2002. He is the manager of the multi-award winning Mawer Balanced Fund and the Mawer Global Balanced Fund. In addition, he leads the asset allocation team for the Firm and is responsible for client portfolio management.

    The Mawer Balanced Fund was recognized as the best Global Balanced and best Global Balanced Pooled Fund at the 2014 Morningstar Awards.

    Previously, he was a Director and Investment Counsellor with BMO Harris Private Banking. From 1997 to 1999, Mr. Peterson was an Investment Counsellor with T.E. Investment Counsel in Calgary, having moved from Edmonton in 1997 where he was an Account Manager with Royal Trust in their Wealth Management group since 1995. His career began with the Royal Bank Financial Group in 1991 as a Personal Banker.

    Mr. Peterson earned a Bachelor of Commerce degree, majoring in Finance, from the University of Alberta and is a Chartered Financial Analyst charterholder.

    Greg is a member of the CFA Institute, the CFA Society Calgary, and the Calgary Flame Ambassadors. He is also a past Treasurer and Director of Ronald McDonald House, Southern Alberta.

  • Ragan David
    Director, Portfolio Manager, International Equity
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    David Ragan, CFA

    Director, Portfolio Manager, International Equity

    David Ragan is a Director and Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2004. He is co-manager for Mawer’s international equity mandates, including the multi-award winning Mawer International Equity Fund.

    Mr. Ragan has been a member of Mawer’s Board of Directors since 2007 and is involved in setting the Firm’s strategic direction.

    The Mawer International Equity Fund won the Morningstar Award for the best International Equity Fund in 2014, as well as being recognized by the Morningstar Awards as best International Equity Fund on numerous occasions over the past decade.

    In November of 2012, Mr. Ragan won the prestigious Morningstar Foreign Equity Fund Manager of the Year award at the 18th annual Canadian Investment Awards.

    Mr. Ragan received his Bachelor of Commerce in 2003 from the University of Calgary and also attended the Wirtschaftsuniversität Wien (the Business University of Vienna, Austria).

    He is a Chartered Financial Analyst charterholder, a member of the CFA Institute and the CFA Society Calgary.

    Mr. Ragan has been quoted in the financial press and has presented at financial events in both Canada and the United States. His views have been published in several industry sources such as the Globe and Mail, National Post, Investment Executive, Canadian Business, and Bloomberg Press.

  • Redpath James
    Portfolio Manager, Fixed Income
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    James Redpath, CFA

    Portfolio Manager, Fixed Income

    James Redpath is a Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2010. Mr. Redpath is the co-manager of the Mawer Global Bond Fund, the Mawer Canadian Bond Fund and the Mawer Canadian Money Market Fund. His primary responsibilities are the research, management and trading of the Firm’s fixed income strategies. 

    Prior to joining Mawer, Mr. Redpath worked at the ANZ Bank in New Zealand. During this time, he was responsible for trading and managing the risk of the commercial paper portfolio, fixed income sales, and proprietary trading of global foreign exchange, fixed income and derivatives. 

    Mr. Redpath received his Bachelor of Business Administration with a concentration in Finance from the University of Portland, Oregon, while on a NCAA Division I tennis scholarship. Mr. Redpath is a Chartered Financial Analyst charterholder.

  • Viswanathan Vijay V2
    Director of Research, Portfolio Manager, Large Cap Cdn Equity
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    Vijay Viswanathan, CFA, MBA

    Director of Research, Portfolio Manager, Large Cap Cdn Equity

    Vijay Viswanathan is Director of Research at Mawer Investment Management Ltd., which he joined in 2007. He is the lead manager of the Mawer Canadian Equity Fund. As Director of Research, Mr. Viswanathan serves on the Firm’s Management Committee which is responsible for the development and execution of the Firm’s strategic plan.

    In November 2015, Mr. Viswanathan received the prestigious Domestic Equity Fund Manager of the Year award at the Morningstar Awards.

    Mr. Viswanathan completed his MBA at the Richard Ivey School of Business in April 2007, and received his Bachelor of Science from the University of Waterloo in 1998. He is a Chartered Financial Analyst charterholder and a member of the CFA Society Calgary.

  • Witcher Grayson
    Grayson Witcher
    CFA, A.B.
    Portfolio Manager, U.S. Equity
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    Grayson Witcher, CFA, A.B.

    Portfolio Manager, U.S. Equity

    Grayson Witcher is a Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2006. He is co-manager of the Mawer U.S. Equity Fund.

    Previously, he was an Associate at Blair Franklin Capital Partners in Toronto performing fundamental research for their multi-strategy hedge fund. Prior to that, Mr. Witcher spent four years at Morgan Stanley in the Investment Management division where he focused on investment grade credit and short duration portfolios.

    Mr. Witcher earned an A.B. in Engineering Sciences from Harvard University and is a Chartered Financial Analyst charterholder with investment experience since 2001.

    He is a member of the CFA Institute and the CFA Society Calgary.

  • Wong Colin
    Portfolio Manager, U.S. Equity
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    Colin Wong, CFA

    Portfolio Manager, U.S. Equity

    Colin Wong is a Portfolio Manager at Mawer Investment Management Ltd., which he joined in 2009. He is the co-manager of the Mawer U.S. Equity Fund.

    Prior to joining Mawer, he managed a start-up investment club mainly focusing on U.S. and Hong Kong equities. He also spent time as a Research Assistant at Richard Ivey School of Business.

    Before Mr. Wong received his Bachelor of Business Administration (Honours) from the Richard Ivey School of Business, he attended the University of British Columbia (Department of Economics) for two years. Mr. Wong is a Chartered Financial Analyst charterholder with investment experience since 2009.

Analysts

  • Anderson Justin
    Equity Analyst
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    Justin Anderson, CFA, MSc

    Equity Analyst

    Justin Anderson is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2014. In 2016, Mr. Anderson completed the rotation program, working on each asset class, and joined the Mawer Canadian Equity Fund as an equity analyst.

    After founding the research company Xedge, specializing in stochastic analysis of oil and gas exploration portfolios, Mr. Anderson joined Salman Partners and then Desjardins Capital Markets as a research analyst. Prior, he worked on energy company strategy and valuations at McKinsey & Company and for the investment banking energy group at BMO Capital Markets.

    Mr. Anderson completed a Bachelor of Science in Mechanical Engineering and a Bachelor of Arts at the University of Calgary. He then completed a Master of Science in Aeronautical Engineering at MIT. While at MIT, he founded and commercialized a high-tech company specializing in unfolding software and was an executive chair of the MIT Energy Club.

    Mr. Anderson is a Chartered Financial Analyst charterholder.

  • Elkington Curtis
    Credit Analyst
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    Curtis Elkington, CFA

    Credit Analyst

    Curtis Elkington is a Credit Analyst at Mawer Investment Management Ltd., which he joined in 2014. Previously, he interned as a high yield credit analyst at Marret Asset Management and a U.S. equity analyst at PCJ Investment Counsel.

    Mr. Elkington earned his Bachelor of Commerce from the Sauder School of Business at the University of British Columbia in 2014. During this time, he was a member of the UBC Portfolio Management Foundation where he co-managed a North American balanced portfolio.

    Mr. Elkington is a Chartered Financial Analyst charterholder. 

  • Hampel Jorg
    Jorg Hampel
    CFA, MSc.
    Equity Analyst
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    Jorg Hampel, CFA, MSc.

    Equity Analyst

    Jorg Hampel is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2009. Previously, he was an Analyst at Macquarie Securities in London, U.K. where he performed fundamental research on European industrial goods companies. Prior to that, Mr. Hampel was an Equity Research Associate at Fidelity International Ltd. in London where he also focused on European industrial companies.

    Mr. Hampel earned his MSc. in International Securities, Investment and Banking from the International Capital Markets Association Centre at the University of Reading in 2005. He also received a BA (Honours) in Economics, with a concentration in financial economics from Carleton University in 2004. He is a Chartered Financial Analyst charterholder with investment experience since 2005.

  • Kiatworakun Ong
    Equity Analyst
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    Ong (Apichet) Kiatworakun, CFA, MBA

    Equity Analyst

    Ong (Apichet) Kiatworakun is an Equity Analyst at Mawer Investment Management Singapore Ptd. Ltd.. He joined the firm in 2013, then relocated from Calgary to Singapore in 2016. Previously, he was a Senior Research Associate at Macquarie Securities in Bangkok, Thailand, where he performed fundamental research on Thai banks, media, hotels, and infrastructure companies. In 2012, Mr. Kiatworakun spent a summer internship at Raymond James in Vancouver where he focused on mining companies as an Equity Research Associate. Prior to that, he was an Investment Banking Analyst at Phatra Securities PLC and a Management Trainee in Marketing at Unilever in Thailand.

    Mr. Kiatworakun earned his Master of Business Administration from the Sauder School of Business at the University of British Columbia in 2012 and his Bachelor of Business Administration degree with a concentration in Finance from Thammasat University in Thailand. He is a Chartered Financial Analyst charterholder.

  • Li Siying
    Equity Analyst
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    Siying Li, CFA

    Equity Analyst

    Siying Li is an Equity Analyst at Mawer Investment Management Ltd., which she joined in 2013. Previously, she was a consultant at KPMG Management Consulting in Toronto where she worked with client management teams in aerospace, healthcare, and power industries. Ms. Li also spent a co-op term at CIBC as an Investment Banking Summer Analyst.

    Ms. Li received her Bachelor of Business Administration (Honours) from Richard Ivey School of Business and her Bachelor of Engineering Science in Electrical Engineering from the University of Western Ontario. She is a Chartered Financial Analyst charterholder.

  • Lilly Kara3
    Investment Strategist
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    Kara Lilly, CFA

    Investment Strategist

    Kara Lilly is the Investment Strategist at Mawer Investment Management Ltd., which she joined in 2009. She plays an active role in asset mix, risk management and the macroeconomic investment process. In addition to research, Ms. Lilly provides regular insight and commentary through her role as a contributor to many of the Firm’s publications.

    Previously, Ms. Lilly was an Associate at Q1 Capital Partners in Toronto performing fundamental research on financing and M&A mandates for private Canadian companies. She was also the co-founder and co-chair of the University of Toronto national business competition LIVE.

    Ms. Lilly is the founder of the Calgary chapter of Acumen Fund. She is also a strategic advisor to several non-profit and for-profit startups in the Calgary area.

    Ms. Lilly earned her Bachelor of Business Administration (Honours) degree from the University of Toronto, and has completed studies at the University of British Columbia. She is a CFA Charterholder with investment experience since 2009.  

  • Lopata Stanislav v3
    Equity Analyst
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    Stanislav Lopata, CFA

    Equity Analyst

    Stanislav Lopata is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2009. He spent two years in the rotation program, working on each asset class. Between 2011-2016, he worked as an equity analyst for the Mawer Canadian Equity fund. In 2016, Mr. Lopata joined the Mawer US equity fund as an equity analyst. Stanislav is also a member of the Research Feedback panel, which works to advance depth and quality of investment due diligence within the Mawer Research team. 

    Mr. Lopata is a Chartered Financial Analyst charter holder with investment experience since 2009. He is a winner of the CFA Society Toronto Undergraduate Scholarship. Mr. Lopata earned a Canadian Investment Manager designation from the Canadian Securities Institute in 2007. He then received a Bachelor of Commerce degree with a concentration in Finance and Economics from the Rotman School of Management, University of Toronto, in 2009. During his studies, he received the Canadian Millennium Excellence Scholarship and the Fairfax Financial Holdings Ltd. Scholarship for academic excellence, leadership and social involvement.

  • Taghiyev Samir
    Samir Taghiyev
    B. Commerce
    Equity Analyst
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    Samir Taghiyev, B. Commerce

    Equity Analyst

    Samir Taghiyev is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2014. Previously, he completed internships at Ewing Morris & Co. Investment Partners and Sionna Investment Managers.

    Mr. Taghiyev received his Bachelor of Commerce from the University of Toronto specializing in Finance and Economics. He has achieved CFA Level III.

  • Phadke Karan
    Equity Analyst
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    Karan Phadke, CFA

    Equity Analyst

    Karan Phadke is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2016. He specializes in global small cap equity. Prior to joining Mawer, he covered a market neutral global equity strategy at CPP Investment Board. Earlier in his career, Mr. Phadke advised private equity investors and Fortune 500 executives on corporate finance and strategy as a Management Consultant at A.T. Kearney. He has lived in Canada, Singapore, USA, and South Africa, and speaks 3 foreign languages.

    Mr. Phadke earned his Bachelor of Science with High Distinction in Actuarial Mathematics and Statistics from the University of Toronto. He is a Chartered Financial Analyst charterholder with investment experience since 2012.

  • Wilson John
    John Wilson
    CFA, BBA
    Equity Analyst
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    John Wilson, CFA, BBA

    Equity Analyst

    John Wilson is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2012. Previously, he spent two co-op terms at JC Clark in Toronto.

    Mr. Wilson received his Bachelor of Business Administration degree from Wilfrid Laurier University. He is a Chartered Financial Analyst charterholder.

  • Shah Amit
    Amit Shah
    MBA, PhD, B.Sc.
    Equity Analyst
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    Amit Shah, MBA, PhD, B.Sc.

    Equity Analyst

    Amit Shah is an Equity Analyst at Mawer Investment Management Ltd., which he joined full-time in 2016 following a summer internship at Mawer in 2015.

    Previously, Mr. Shah worked as a biomedical researcher and earned a PhD in Neuroscience from Michigan State University (2008-2014) studying the role of the sympathetic nervous system in blood pressure regulation. He then pursued an MBA at the Rotman School of Management as a CIHR Science to Business Scholar (2014-2016) in order to transition from academia to the finance industry. Currently, he is rotating within various asset classes at Mawer.

  • Samuel Joshua
    Equity Analyst
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    Joshua Samuel, BBM

    Equity Analyst

    Joshua Samuel is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2017 in our Singapore office. Prior to joining Mawer, he worked as an equity analyst at Lauro Asset Management (2015-2017) and Ellis Munro Asset Management (2014-2015).  He also completed an internship at Apollo Global Management LLC while in university.

    Mr. Samuel earned his Bachelor of Business Management with a major in Finance from Singapore Management University (SMU) in 2014. He has completed his CFA Level 1.

  • Lee Daniel4
    Daniel Lee
    CPA, CA
    Equity Analyst
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    Daniel Lee, CPA, CA

    Equity Analyst

    Daniel Lee is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2017. Prior to joining Mawer, he worked as an auditor at KPMG in the Financial Institutions group (2012-2013), and most recently as a Consultant at Deloitte in the Strategy & Operations group where he worked on corporate strategy for mining, utilities and insurance companies (2015 to 2017). 

    Mr. Lee earned his Masters of Accounting (2015) and Bachelors of Accounting & Financial Management (2014) from the University of Waterloo. He has completed his CFA Level 1 and has earned his Chartered Professional Accountant and Chartered Accountant designations.

    Mr. Lee was a 2x Junior world record holder for powerlifting in the AWPC.

  • Cheong Wen Quan
    Equity Analyst
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    Wen Quan Cheong, BBA

    Equity Analyst

    Wen Quan Cheong is an Equity Analyst at Mawer Investment Management Ltd., which he joined in 2017. Prior to joining Mawer in our Singapore office, he worked as an Investment Analyst Intern in the Industrials Sector at Seatown Holdings (2015). He also founded and managed a S$1.2 million equity portfolio from 2011 – 2016. 

    Mr. Cheong earned his Bachelor of Business Management, Finance from Singapore Management University in 2017. His team was 1st runner-up in the national round of the CFA Institute’s 2016 Research Challenge.

Trading

  • Dmytruk Peter
    Peter Dmytruk
    CFA, P. Eng.
    Trader
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    Peter Dmytruk, CFA, P. Eng.

    Trader

    Peter Dmytruk is an Equity Trader at Mawer Investment Management Ltd., which he joined in 2011 as an Equity Analyst. He is also the CEO of Mawer Investment Management Singapore Pte. Ltd. Previously, he was a Project Leader at ATCO Pipelines, and a Development Engineer at Talisman Energy.

    Mr. Dmytruk earned his Bachelor of Science (Mechanical Engineering) from the University of Alberta and holds the Professional Engineering (P.Eng) designation. Mr. Dmytruk is a Chartered Financial Analyst charterholder with investment experience since 2011.

  • Michael Georges, CFA

    Trader

    Michael Georges is an Equity Trader at Mawer Investment Management Ltd., which he joined in 2016. Mr. Georges is responsible for trading Canadian and International equities. Prior to joining Mawer, Mr. Georges worked at ATB Financial from June 2013 to July 2016. While there he worked in capital markets within the derivative group, which manages risk in both client and proprietary positions in FX, commodities, and interest rate markets.

    Mr. Georges holds the CFA charter and earned a Bachelor of Commerce degree in Finance from the University of Alberta in 2013.

  • Mendes Merv
    Trader
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    Merv Mendes, BA

    Trader

    Merv Mendes is an Equity Trader at Mawer Investment Management Ltd., which he joined in 2015.

    Mr. Mendes has over ten years’ experience in capital markets, including four years as a research associate at RBC Capital Markets where he worked with the firm’s Chief Strategist, and quantitative and technical analysts. Prior to joining Mawer, Mr. Mendes worked for over eight years at TD Securities as a Vice President of Trading in Institutional Equities covering Canadian and U.S. equities.

    Mr. Mendes earned a Bachelor of Arts in Political Science in 1996 from the University of Western Ontario.

  • Wilson Jeff
    Trader
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    Jeff Wilson, CFA

    Trader

    Jeff Wilson is an Equity Trader at Mawer Investment Management Ltd., which he joined in 2013. Mr. Wilson is responsible for trading Canadian and International equities. Prior, Mr. Wilson was an Equity Trader for BMO Global Asset Management where he focused primarily on fundamental Canadian trading, but also supported the Quantamental and Structured Products team in their trading.

    Mr. Wilson earned the CFA charter in 2011 and a Bachelor of Commerce in Economics and Finance from the University of Guelph in 2005.