Delivering Peace of Mind for over 40 Years

Since 1974, clients have entrusted us to provide customized investment counselling and management to help them reach their unique investment goals. Our deep knowledge and history of private client investment counselling continues to make this service a cornerstone for Mawer today.

This is a discretionary service — this means your dedicated Investment Counsellor manages your portfolio on your behalf. This provides peace of mind by freeing you from the ongoing decision-making surrounding your portfolios.

Private client investment counselling is available to individuals, families, holding corporations, trusts and estates with investment portfolios greater than $1 million.


Dedicated Client Service Team

We assign a dedicated Investment Counsellor and administrator to each client. This ensures that your investment support team is readily available to respond to any questions or instructions you may have.

 

“I think it's really comforting to know that you have some smart people looking after your money.”

— George Friesen, Client

 

 

Your Investment Roadmap

We work closely with you to establish specific investment objectives and risk parameters which are incorporated into an investment roadmap known as the Investment Policy Statement (IPS). Once your IPS is established, your Investment Counsellor assumes responsibility for managing and monitoring your investment portfolio. Your portfolio is managed to align with your changing circumstances and the market environment  which ultimately alleviates you from making day-to-day investment decision.


Holistic Approach

A multi-disciplinary approach can often be beneficial to investors. Your Investment Counsellor can work with your other advisors — accountants, legal counsel, financial and estate planners — to ensure your long term objectives are met.


Reporting

Comprehensive web-based reporting is available for all clients and includes transaction, portfolio valuation, performance, and asset mix reports. Year-end tax reporting is also provided.


Communication is the Key

Your Investment Counsellor will communicate regularly with you to review your investment strategy and ensure that it remains suitable as your circumstances change. In addition, we offer education in investments and other relevant topics through our Art of Boring blogQuarterly Investment Newsletter and Discussion Papers.

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 Senior Portfolio Manager within the Private Client Management 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 Calgary CFA Society 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.

    Olivia Woo can be reached by email at oliviawoo@mawer.com.

  • Hamilton Keen Beth
    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, the Mawer Balanced Pooled 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 Calgary CFA Society, and the Calgary Flame Ambassadors. He is also a past Treasurer and Director of Ronald McDonald House, Southern Alberta.

  • MacLachlan Bill
    Director, Past Chairman and Senior Portfolio Manager
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    William MacLachlan , CFA

    Director, Past Chairman and Senior Portfolio Manager

    William MacLachlan is a Director, Past Chairman and Senior Portfolio Manager at Mawer Investment Management Ltd., which he joined in 1993. He has managed the Mawer Canadian Money Market Fund, the Mawer Canadian Equity Fund and the Mawer New Canada Fund.

    Previously, he was a Partner at Bissett and Associates Investment Management Ltd. from 1990 to 1993. In 1980, Mr. MacLachlan joined the Treasury Department of the Bank of Montreal, rising to become Chief Trader, Cash Markets for Canada from 1986 to 1990. Prior to joining the Bank of Montreal, he was a stockbroker at McLeod Young Weir in Toronto, which he joined in 1977.

    Mr. MacLachlan earned an Honours Bachelor of Arts degree from Carleton University and is a Chartered Financial Analyst charterholder with investment experience since 1977.

    Mr. MacLachlan is a past President of the Calgary CFA Society and a past Treasurer of the Alberta Region of the Canadian Pension and Benefits Conference. He is a Senator of the Calgary Zoo and past President of Aspen Family and Community Services. He has also been a CFA exam grader at the University of Virginia for the CFA Institute. Mr. MacLachlan is a member of the Rotary Club of Calgary South, a member of the Honourable Guard of the Museum of the Regiments, a volunteer Sergeant of the 78th Fraser Highlanders, and a committee member on the Haskayne School of Business Management Advisory Council. He is also on the Board of Directors for the Epcor Centre for the Performing Arts and is Chairman of the Investment Committee for the United Church of Canada Foundation.

    Mr. MacLachlan is a regular commentator on investment issues for CBC NewsWorld, CBC Radio, and BNN (Business News Network). He has contributed to the National Post, The Globe and Mail, the Calgary Herald, and other media. He has also written on ethical investing for the Institute of Corporate Directors and has been a speaker for the Canadian Investor Relations Institute and the Strategy Institute.

  • Francis Pam
    Investment Counsellor
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    Pam Francis , CFA

    Investment Counsellor

    Pam Francis is an Investment Counsellor within the Individual Client Management 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 Calgary CFA Society.

  • Martin Desmond
    Investment Counsellor
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    Desmond Martin , CFA

    Investment Counsellor

    Desmond Martin is an Investment Counsellor at Mawer Investment Management Ltd., which he joined in 2005. He is a member of the Individual Client Management team.

    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 Calgary CFA Society.

  • 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.

    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 has held several volunteer positions 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 Individual Client Management 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 Calgary CFA Society.

  • Wheaton Paul
    Investment Counsellor
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    Paul Wheaton , CFA

    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.

    Mr. Wheaton is an active member of the firm and his community. He was a member of the firm’s 2014 United Way campaign committee and currently sits on Mawer’s portfolio management technology working group. He is a member of the Calgary Chamber of Volunteer Organizations and an investment committee member for the Jewish Community Foundation of Calgary. In addition, he is a board member of Theatre Junction Grand and also the Chair of their Governance & Human Resources Committee.

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

  • Przeslakiewicz Anna
    Investment Counsellor
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    Anna Przeslakiewicz , CFA

    Investment Counsellor

    Ms. Przeslakiewicz is an Investment Counsellor 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 Calgary CFA Society.

  • Janelle McFadden 4411
    Janelle McFadden
    B.Commerce
    Associate Investment Counsellor
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    Janelle McFadden , B.Commerce

    Associate Investment Counsellor

    Janelle McFadden is an Associate Investment Counsellor at Mawer Investment Management Ltd., which she joined in 2007. Within her role, Ms. McFadden works closely with senior Private Client Investment Counsellors, helping to implement investment solutions that are in line with their clients’ unique goals and objectives. 

    Ms. McFadden graduated from Dalhousie University with a Bachelor of Commerce (Co-op) degree, majoring in Finance. She completed co-op positions in Halifax, Calgary & 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. McFadden completed the Canadian Securities Course in 2006 and is a CFA Level III candidate. 

The Expert Problem

A better understanding of how and when to utilize experts helps prevent wasting time and money.

Read the full Discussion Paper



For more information, please contact:

Olivia Woo, CFA, MBA
Director, Investment Counsellor
Phone: +1 403 774 4386
Toll Free: +1 800 889 6248
Email: oliviawoo@mawer.com