Compliance

Main Contacts

EXECUTIVE

BA, LLB
Director, President
INSTITUTIONAL

Jamie Hyndman
CFA, B.A. (Honours)
Director of Marketing
PRIVATE CLIENT

Olivia Woo
MBA, CFA
Senior Portfolio Manager
MUTUAL FUNDS

Tanya Ellston
Manager,
Mutual Fund Services

Asset Managers


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

Martin Ferguson
CFA, B.Commerce
Director,
Portfolio Manager

Jim Hall
CFA, MBA
Chairman,
Portfolio Manager

Paul Moroz
CFA, B.Commerce
Director,
Portfolio Manager

Greg Peterson
CFA, B.Commerce
Director,
Portfolio Manager

David Ragan
CFA, B.Commerce
Director,
Portfolio Manager

Craig Senyk
CFA, B.Commerce
Director of Portfolio Management

Grayson Witcher
CFA
Portfolio Manager

Analysts



Jorg Hampel
MSc., BA (Honours)
Research Analyst



Peter Lampert
BBA, BMath
Equity Analyst



Kara Lilly
BBA
Equity Analyst

 

Ada Litvinov
CFA, B.Commerce
Senior Analyst


Stanislav Lopata
CIM, B.Commerce
Equity Analyst


Jeff Mo
HBA
Equity Analyst

Vijay Viswanathan

MBA, B.Sc.
Associate
Portfolio Manager

Colin Wong
HBA
Equity Analyst

Private Client Management


Pam Francis
CFA, B.Commerce (Honours),
Private Client
Portfolio Management

Beth Hamilton-Keen
CFA, FCSI
Director,
Portfolio Manager

Desmond Martin
CFA, B.Sc.,
B.Commerce (Honours)
Private Client
Portfolio Management


 
Steven Visscher
CFA, B.Commerce
Private Client
Portfolio Management

MBA, CFA
Private Client
Portfolio Management

   

Institutional Client Management



Dan Langlois
CFA, MBA
Senior Portfolio Manager, Institutional Management


William MacLachlan
CFA, B.A. (Honours)
Director, Past Chairman and Senior Portfolio Manager


Aaron Potvin
CFA, BBA
Portfolio Manager, Institutional Management
 
Craig Senyk
CFA
B.Commerce
Director of Portfolio
Management

Compliance

Finance

Operations

Trading

 
Donna Mack
B. Commerce
Chief Compliance Officer
 
CA, B.Commerce
Director of Finance

 
Sonia Maloney
MAppFin, PMP
Director of Operations

 


Lisa Evers
Manager of Trading