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Before joining Mawer, she served as an Associate Investment Counsellor at Qube Investment Management Inc., where she worked with a broad range of clients. Sarah works closely with professionals, foundations and non-for-profits, business owners, and multi-generational families to develop tailored investment strategies aligned with their goals, incorporating asset allocation, financial planning, tax considerations, and estate planning.\u003C/span>\u003C/p>\u003Cp>\u003Cspan style=\"font-size:11.0pt;\">Sarah is a CFA charterholder, CAIA charterholder, and Certified Financial Planner® professional. She holds a Bachelor of Commerce from MacEwan University, with a major in Accounting and a minor in Finance. She is also a member and volunteer with both CFA Society Calgary and CAIA Society Calgary. In addition, she has completed the Canadian Securities Course and the Life License Qualification Program. 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She serves as Executive Assistant to the Director and oversees the Private Wealth team's process management, task coordination, team retreats, and internal initiatives. Samantha also plays a key part in Private Wealth client events, sponsorships, and community donations. \u003Cbr>\u003Cbr>Previously, Samantha held progressive executive assistant roles across various industries, including positions with Calgary Economic Development and ATCO Group, where she supported senior executives across different functions. She brings over 14 years of executive support experience to her role at Mawer. Her cross-industry perspective enables her to bring innovative solutions that enhance both client satisfaction and internal operations at Mawer.\u003Cbr>\u003Cbr>Samantha holds a Business Technology Diploma from the University of British Columbia as well as an Emerging Leadership Certification from the University of Calgary.\u003C/p>","2025-09-10T17:49:21.998Z","2026-04-23T13:21:15.127Z","2026-04-23T13:22:25.913Z","samantha-brown",{"id":410,"documentId":411,"name":412,"alternativeText":21,"caption":21,"width":413,"height":413,"formats":414,"hash":440,"ext":321,"mime":322,"size":441,"url":442,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":443,"updatedAt":443,"publishedAt":444},4015,"r8q75n5s35bu43kz1ne9qx0h","Samantha Moser-web.png",2353,{"large":415,"small":421,"medium":427,"thumbnail":433},{"ext":321,"url":416,"hash":417,"mime":322,"name":418,"path":21,"size":419,"width":265,"height":265,"sizeInBytes":420},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/large_Samantha_Moser_web_f860ce2304.png","large_Samantha_Moser_web_f860ce2304","large_Samantha Moser-web.png",1025.41,1025409,{"ext":321,"url":422,"hash":423,"mime":322,"name":424,"path":21,"size":425,"width":273,"height":273,"sizeInBytes":426},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/small_Samantha_Moser_web_f860ce2304.png","small_Samantha_Moser_web_f860ce2304","small_Samantha Moser-web.png",273.59,273591,{"ext":321,"url":428,"hash":429,"mime":322,"name":430,"path":21,"size":431,"width":281,"height":281,"sizeInBytes":432},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/medium_Samantha_Moser_web_f860ce2304.png","medium_Samantha_Moser_web_f860ce2304","medium_Samantha Moser-web.png",588.35,588350,{"ext":321,"url":434,"hash":435,"mime":322,"name":436,"path":21,"size":437,"width":438,"height":438,"sizeInBytes":439},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/thumbnail_Samantha_Moser_web_f860ce2304.png","thumbnail_Samantha_Moser_web_f860ce2304","thumbnail_Samantha Moser-web.png",32.7,156,32701,"Samantha_Moser_web_f860ce2304",1268.49,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/Samantha_Moser_web_f860ce2304.png","2025-09-10T17:47:18.762Z","2025-09-10T17:47:18.763Z",[],[447],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[449],{"id":450,"documentId":401,"fullName":402,"position":451,"designation":21,"content":452,"email":21,"createdAt":453,"updatedAt":454,"publishedAt":455,"locale":456,"sourceId":21,"slug":408,"phoneNumber":21},1406,"Gestionnaire,  Patrimoine privé","\u003Cp>\u003Cspan lang=\"FR-CA\">Samantha Brown est gestionnaire du Groupe clients individuels chez Gestion de placements Mawer Ltée, qu’elle a rejoint en 2019. Elle agit à titre d’adjointe de direction auprès du directeur et supervise la gestion des processus, la coordination des tâches, les retraites d’équipe et les initiatives internes de l’équipe Gestion privée. M\u003Csup>me\u003C/sup> Brown y joue également un rôle clé dans l’organisation des événements clients, dans les commandites et les dons communautaires .\u003C/span>\u003C/p>\u003Cp>\u003Cspan lang=\"FR-CA\">Auparavant, M\u003Csup>me\u003C/sup> Brown a occupé des postes d’adjointe de direction progressivement supérieurs dans divers secteurs, notamment auprès de Calgary Economic Development et du ATCO Group, où elle a soutenu des cadres supérieurs dans diverses fonctions. Elle cumule plus de 14 ans d’expérience en soutien aux cadres, ce qui lui permet d’apporter à Mawer une perspective intersectorielle et des solutions novatrices qui améliorent tant la satisfaction de la clientèle que les opérations internes.\u003C/span>\u003C/p>\u003Cp>\u003Cspan lang=\"FR-CA\">M\u003Csup>me\u003C/sup> Brown détient un diplôme en technologie des affaires de l’Université de la Colombie-Britannique ainsi qu’une certification en leadership émergent de l’Université de Calgary.\u003C/span>\u003C/p>","2025-09-11T13:47:31.558Z","2026-04-23T13:21:15.163Z","2026-04-23T13:23:15.077Z","fr",{"firstName":458,"lastName":459,"id":460,"documentId":461,"fullName":462,"position":463,"designation":21,"content":464,"email":310,"createdAt":465,"updatedAt":466,"publishedAt":467,"locale":20,"sourceId":468,"slug":469,"phoneNumber":21,"image":470,"subdepartments":478,"departments":479,"localizations":481},"David","Buchanan",1267,"fr5fzaj9kqv7r8olz2n33i6e","David Buchanan ","Director, Private Wealth","\u003Cp>David Buchanan is the Director of Private Wealth at Mawer Investment Management Ltd., which he joined in 2023.  Mr. Buchanan is responsible for leading the firm’s Individual Client Management team strategy as well as leading a team of highly qualified and professional investment counsellors.  \u003C/p>\u003Cp>Previously, Mr. Buchanan was a Managing Director at RBC PH&N Investment Counsel where he was responsible for leading a team of investment counsellors across five offices in Ontario.  Prior to that, David has held multiple senior positions at RBC including Vice President of High Net Worth Initiatives, Vice President of Business Transition Strategies.     \u003C/p>\u003Cp>Mr. Buchanan holds a Bachelor of Commerce from the University of Ottawa and brings over 23 years of experience in the financial services sector with the last 15 years in wealth management. \u003C/p>","2025-07-10T19:49:45.189Z","2026-04-23T13:21:15.198Z","2026-04-23T13:22:00.821Z","1816","david-buchanan",{"id":471,"documentId":472,"name":473,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":474,"ext":321,"mime":322,"size":475,"url":476,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":477,"updatedAt":477,"publishedAt":477},345,"ec5g0gk4sq21p172k2nkixlp","david-buchanan-grey-bkg.png","337cdb65b70fbcd24b473e8f133ac8db81e03019",588675,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/337cdb65b70fbcd24b473e8f133ac8db81e03019.png","2025-03-07T03:15:44.723Z",[],[480],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":483,"lastName":484,"id":485,"documentId":486,"fullName":487,"position":488,"designation":489,"content":490,"email":21,"createdAt":491,"updatedAt":492,"publishedAt":493,"locale":20,"sourceId":494,"slug":495,"phoneNumber":21,"image":496,"subdepartments":504,"departments":505,"localizations":507},"Grant","Bunker",1247,"ljeroepv2p6agawq9q5o3blc","Grant Bunker","Investment Counsellor, Private Wealth","MBA, CIM","\u003Cp>Grant Bunker is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2014.\u003C/p>\n\u003Cp>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.\u003C/p>\n\u003Cp>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.\u003C/p>","2025-07-10T19:49:32.850Z","2026-04-23T13:21:15.274Z","2026-04-23T13:22:00.410Z","285","grant-bunker",{"id":497,"documentId":498,"name":499,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":500,"ext":321,"mime":322,"size":501,"url":502,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":503,"updatedAt":503,"publishedAt":503},279,"q80n0fusr0xlewzpnsakh4il","grant-bunker-grey-bkg.png","f4dd4c148bc7a0ebdcf7ec45e42ef0ef46e54a3d",526726,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/f4dd4c148bc7a0ebdcf7ec45e42ef0ef46e54a3d.png","2025-03-07T03:15:26.350Z",[],[506],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":509,"lastName":510,"id":511,"documentId":512,"fullName":513,"position":488,"designation":514,"content":515,"email":21,"createdAt":516,"updatedAt":517,"publishedAt":518,"locale":20,"sourceId":519,"slug":520,"phoneNumber":21,"image":521,"subdepartments":529,"departments":530,"localizations":532},"Renato","Coelho",1303,"o9xrm7lunilkstprvzhe2vdm","Renato Coelho","MBA, CFA","\u003Cp>Renato Coelho is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2017. Prior to joining Mawer, he worked as a wealth management advisor at Rothenberg Capital Management.\u003C/p>\n\u003Cp>Mr. Coelho earned his Bachelor of Arts in communications from Universidade Estadual Paulista in Brazil and an MBA from Vancouver Island University in Nanaimo, BC. He is a Chartered Investment Manager, a Chartered Financial Analyst charterholder, and speaks both Portuguese and Spanish.\u003C/p>","2025-07-10T19:49:32.979Z","2026-04-23T13:21:15.355Z","2026-04-23T13:22:25.107Z","286","renato-coelho",{"id":522,"documentId":523,"name":524,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":525,"ext":321,"mime":322,"size":526,"url":527,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":528,"updatedAt":528,"publishedAt":528},280,"rpvru1c6cx5pycstdpzsdlmf","Renato-Coelho_029_Web_2022.png","a6281de8773a70534d97620fea155de31f2c4ef9",87853,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/a6281de8773a70534d97620fea155de31f2c4ef9.png","2025-03-07T03:15:26.608Z",[],[531],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":534,"lastName":535,"id":536,"documentId":537,"fullName":538,"position":307,"designation":539,"content":540,"email":21,"createdAt":541,"updatedAt":542,"publishedAt":543,"locale":20,"sourceId":544,"slug":545,"phoneNumber":21,"image":546,"subdepartments":554,"departments":555,"localizations":557},"Clément","Dobosz",1238,"qc7jomgzxk1s1gar6awsilqa","Clément Dobosz","CIM","\u003Cp>Clément Dobosz is an associate investment counsellor at Mawer Investment Management Ltd., which he joined in 2024. Prior to joining Mawer, Clément was an associate portfolio manager at Manulife Private Wealth where he worked with a diverse client base including individuals, private foundations, and corporations.\u003C/p>\n\u003Cp>Mr. Dobosz is fluent in French and English, has earned the Chartered Investment Manager (CIM®) designation, and holds a master’s in Engineering and Financial Markets from the ISG Business School of Paris, France. He’s also certified as an Autorité des marchés financiers (AMF) in France.\u003C/p>","2025-07-10T19:49:47.496Z","2026-04-23T13:21:15.499Z","2026-04-23T13:21:59.840Z","1964","clement-dobosz",{"id":547,"documentId":548,"name":549,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":550,"ext":321,"mime":322,"size":551,"url":552,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":553,"updatedAt":553,"publishedAt":553},360,"pqhlvat8t9lel88gxxk1w4j9","Clement-Dobosz_Web.png","e896b09a0456f65dd0fcb9d35f8ef7d9ecd94d41",87503,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/e896b09a0456f65dd0fcb9d35f8ef7d9ecd94d41.png","2025-03-07T03:15:50.316Z",[],[556],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":559,"lastName":560,"id":561,"documentId":562,"fullName":563,"position":307,"designation":539,"content":564,"email":21,"createdAt":565,"updatedAt":566,"publishedAt":567,"locale":20,"sourceId":568,"slug":569,"phoneNumber":21,"image":570,"subdepartments":598,"departments":599,"localizations":601},"Riley","Guenther",1305,"k30k41n7db90yutfhec6f9rl","Riley Guenther","\u003Cp>Riley Guenther is an Associate Investment Counsellor at Mawer Investment Management Ltd., based in the firm’s Calgary office. He joined Mawer in 2025.\u003C/p>\n\u003Cp>Mr. Guenther holds a Bachelor of Commerce degree with a major in Finance from the University of British Columbia (UBC) and is a Chartered Investment Manager (CIM®) designation holder. Prior to joining Mawer, he worked at Guardian Capital as an Analyst, where he supported the day-to-day management of client portfolios. He also played an active role in client relationship management, financial planning, and philanthropic initiatives.\u003C/p>\n\u003Cp>Driven by a client-first philosophy, Mr. Guenther is committed to providing exceptional service that empowers individuals to make informed decisions and reach their financial objectives.\u003C/p>\n\u003Cp> \u003C/p>","2025-07-10T19:49:52.366Z","2026-04-23T13:21:15.606Z","2026-04-23T13:22:25.124Z","2244","riley-guenther",{"id":571,"documentId":572,"name":573,"alternativeText":21,"caption":21,"width":265,"height":265,"formats":574,"hash":593,"ext":321,"mime":322,"size":594,"url":595,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":596,"updatedAt":596,"publishedAt":597},4013,"cb432uuq09khxpnwi4h2uhzy","Headshots - Grey BG - Riley Guenther.png",{"small":575,"medium":581,"thumbnail":587},{"ext":321,"url":576,"hash":577,"mime":322,"name":578,"path":21,"size":579,"width":273,"height":273,"sizeInBytes":580},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/small_Headshots_Grey_BG_Riley_Guenther_4df516f957.png","small_Headshots_Grey_BG_Riley_Guenther_4df516f957","small_Headshots - Grey BG - Riley Guenther.png",247.13,247126,{"ext":321,"url":582,"hash":583,"mime":322,"name":584,"path":21,"size":585,"width":281,"height":281,"sizeInBytes":586},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/medium_Headshots_Grey_BG_Riley_Guenther_4df516f957.png","medium_Headshots_Grey_BG_Riley_Guenther_4df516f957","medium_Headshots - Grey BG - Riley Guenther.png",547.77,547767,{"ext":321,"url":588,"hash":589,"mime":322,"name":590,"path":21,"size":591,"width":438,"height":438,"sizeInBytes":592},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/thumbnail_Headshots_Grey_BG_Riley_Guenther_4df516f957.png","thumbnail_Headshots_Grey_BG_Riley_Guenther_4df516f957","thumbnail_Headshots - Grey BG - Riley Guenther.png",29.11,29110,"Headshots_Grey_BG_Riley_Guenther_4df516f957",252.98,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/Headshots_Grey_BG_Riley_Guenther_4df516f957.png","2025-09-10T17:32:58.827Z","2025-09-10T17:32:58.828Z",[],[600],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":603,"lastName":604,"id":605,"documentId":606,"fullName":607,"position":608,"designation":609,"content":610,"email":21,"createdAt":611,"updatedAt":612,"publishedAt":613,"locale":20,"sourceId":614,"slug":615,"phoneNumber":21,"image":616,"subdepartments":625,"departments":626,"localizations":628},"Chris","Hanley",1265,"i7n62dc7u8gw4i5oxk5d5c5a","Chris Hanley","Tax and Estate Planning Specialist, Private Wealth","CPA, CA, CFP®, TEP","\u003Cp>Chris Hanley is a Tax and Estate Planning Specialist at Mawer Investment Management Ltd., which he joined in 2023. He prepares comprehensive planning memos to assist clients in the areas of financial, investment, retirement, and risk management and planning. Chris also provides his expert knowledge to the Investment Counsellor team and clients through presentations and thought leadership. Prior to joining Mawer, he provided comprehensive financial planning to high-net-worth clients at RBC Wealth Management, in his role as Vice President, Financial Planning Specialist.\u003C/p>\n\u003Cp>In the early stages of his career, Chris gained extensive experience at a prominent global accounting firm, where his primary focus was tax minimization strategies for private companies, individuals, trusts, and partnerships.\u003C/p>\n\u003Cp>Chris earned his Bachelor of Commerce (Honours) from Ontario Tech University. He holds the designation of Chartered Professional Accountant and is a Certified Financial Planner® professional.\u003C/p>","2025-07-10T19:49:46.620Z","2026-04-23T13:21:17.579Z","2026-04-23T13:22:00.699Z","1911","chris-hanley",{"id":617,"documentId":618,"name":619,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":620,"ext":321,"mime":322,"size":621,"url":622,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":623,"updatedAt":623,"publishedAt":624},355,"idun3y33569i9c0kg4i5ocfi","Chris-Hanley_web.png","6333047066fa25cf9e661b183cf667000145dc30",1979726,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/6333047066fa25cf9e661b183cf667000145dc30.png","2025-03-07T03:15:48.230Z","2025-03-07T03:15:48.231Z",[],[627],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":630,"lastName":631,"id":632,"documentId":633,"fullName":634,"position":488,"designation":308,"content":635,"email":21,"createdAt":636,"updatedAt":637,"publishedAt":638,"locale":20,"sourceId":639,"slug":640,"phoneNumber":21,"image":641,"subdepartments":649,"departments":650,"localizations":652},"Janelle","Hart",1252,"oeius57u4esmwtd40v0jug7r","Janelle Hart","\u003Cp>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 which incorporate their unique circumstances and objectives. She assists with tax efficiencies and estate planning considerations as part of an overall wealth strategy for clients.\u003C/p>\n\u003Cp>Ms. Hart graduated from Dalhousie University with a Bachelor of Commerce (Co-op) degree, majoring in finance and minoring in economics. She completed co-op positions in Halifax, Calgary, and Australia with roles in external relations, oil and gas finance, and local government finance, respectively. Prior to working in Mawer’s private client segment, Janelle worked on Mawer’s institutional portfolio management team gaining experience with foundations, pension plans, and not-for-profit clients.\u003C/p>\n\u003Cp>Ms. Hart completed the Canadian Securities Course in 2006 and is a Chartered Financial Analyst (CFA) charterholder. She is a member of the CFA Institute and the Calgary CFA Society.\u003C/p>","2025-07-10T19:49:33.294Z","2026-04-23T13:21:15.682Z","2026-04-23T13:22:00.473Z","289","janelle-hart",{"id":642,"documentId":643,"name":644,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":645,"ext":321,"mime":322,"size":646,"url":647,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":648,"updatedAt":648,"publishedAt":648},282,"ioii6himcffkrsvr8tamlgg1","Template_Janelle-Hart.png","a3e388331685aa6934f82b194dd00d7e1d66d014",46903,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/a3e388331685aa6934f82b194dd00d7e1d66d014.png","2025-03-07T03:15:27.032Z",[],[651],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":654,"lastName":655,"id":656,"documentId":657,"fullName":658,"position":608,"designation":659,"content":660,"email":21,"createdAt":661,"updatedAt":662,"publishedAt":663,"locale":20,"sourceId":664,"slug":665,"phoneNumber":21,"image":666,"subdepartments":674,"departments":675,"localizations":677},"Denika","Heaton",1242,"jpt5n4u4nz2k5yrtzdhf1o6j","Denika Heaton","BBA, JD, TEP, CEA","\u003Cp>Denika Heaton is a Tax and Estate Planning Specialist at Mawer Investment Management Ltd., which she joined in 2023.  She is responsible for providing the Individual Client Management team with tax, trust, and estate planning solutions for high-net-worth clients and business owners. Ms. Heaton is a Canadian lawyer (Alberta) and US Attorney (Massachusetts).\u003C/p>\n\u003Cp>Previously, Ms. Heaton was an Assistant Vice President, Tax, Retirement and Estate Planning Services with Manulife Investment Management, covering Western Canada. Prior to that, she practiced as a tax and trust lawyer at a boutique tax law firm in Calgary, focusing on cross-border tax issues.\u003C/p>\n\u003Cp>Ms. Heaton has completed parts I, II, and III of the Chartered Professional Accountants (CPA) In-Depth Tax Course. Since 2017, she has also been a facilitator for the In-Depth Tax Course, imparting complex tax concepts on the next generation of tax professionals.\u003C/p>\n\u003Cp>Ms. Heaton holds a Bachelor of Business Administration (Accounting), a Juris Doctor (Laws) from the University of New Brunswick, is a Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP), and is a Certified Executor Advisor (CEA).\u003C/p>\n\u003Cp>Ms. Heaton is a member of the Law Society of Alberta, a Massachusetts attorney licensed with the Board of Bar Overseers of the Supreme Judicial Court of Massachusetts, a member of the Boston Bar Association, a member of STEP, and the Canadian Tax Foundation.\u003C/p>","2025-07-10T19:49:46.356Z","2026-04-23T13:21:17.660Z","2026-04-23T13:22:00.083Z","1909","denika-heaton",{"id":667,"documentId":668,"name":669,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":670,"ext":321,"mime":322,"size":671,"url":672,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":673,"updatedAt":673,"publishedAt":673},353,"tzui99pbo9h7l66jgcvg1f7m","Denika-Heaton_web.png","1541f63d9ca0aea29828eb86f5d7360375178610",2911568,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/1541f63d9ca0aea29828eb86f5d7360375178610.png","2025-03-07T03:15:47.192Z",[],[676],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":679,"lastName":680,"id":681,"documentId":682,"fullName":683,"position":488,"designation":684,"content":685,"email":686,"createdAt":687,"updatedAt":688,"publishedAt":689,"locale":20,"sourceId":690,"slug":691,"phoneNumber":21,"image":692,"subdepartments":719,"departments":720,"localizations":722},"Jeff","House",1254,"ac0zd6mdzhnpf1qtpjyb4xak","Jeff House","CFA, FEA","\u003Cp>Jeff House is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2021. Mr. House is responsible for working with individuals and families to develop and implement successful investment strategies based on their unique goals and objectives.\u003C/p>\n\u003Cp>Mr. House has worked in the investment industry since 2002. Prior to joining Mawer, he was an investment counsellor and investment management lead with Grayhawk Investment Strategies.  Before that, he worked as an investment counsellor with ATB Investment Management and T.E. Investment Counsel.\u003C/p>\n\u003Cp>Mr. House received his Bachelor of Commerce Degree with distinction from the University of Alberta. He is a CFA charterholder and a member of the CFA Institute and the Calgary CFA Society. In 2019, he received his FAMILY ENTERPRISE ADVISOR™ certification, which is administered by Family Enterprise Canada and the only program of its kind designed specifically for family enterprises and their advisors.\u003C/p>","jhouse@mawer.com","2025-07-10T19:49:33.435Z","2026-04-23T13:21:15.761Z","2026-04-23T13:22:00.502Z","290","jeff-house",{"id":693,"documentId":694,"name":695,"alternativeText":21,"caption":21,"width":265,"height":265,"formats":696,"hash":715,"ext":321,"mime":322,"size":716,"url":717,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":718,"updatedAt":718,"publishedAt":718},4011,"udtedicq2jwe27fnvlhz7ukw","Headshots - Grey BG - Jeff House.png",{"small":697,"medium":703,"thumbnail":709},{"ext":321,"url":698,"hash":699,"mime":322,"name":700,"path":21,"size":701,"width":273,"height":273,"sizeInBytes":702},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/small_Headshots_Grey_BG_Jeff_House_0405d413d0.png","small_Headshots_Grey_BG_Jeff_House_0405d413d0","small_Headshots - Grey BG - Jeff House.png",245.28,245277,{"ext":321,"url":704,"hash":705,"mime":322,"name":706,"path":21,"size":707,"width":281,"height":281,"sizeInBytes":708},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/medium_Headshots_Grey_BG_Jeff_House_0405d413d0.png","medium_Headshots_Grey_BG_Jeff_House_0405d413d0","medium_Headshots - Grey BG - Jeff House.png",529.05,529053,{"ext":321,"url":710,"hash":711,"mime":322,"name":712,"path":21,"size":713,"width":438,"height":438,"sizeInBytes":714},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/thumbnail_Headshots_Grey_BG_Jeff_House_0405d413d0.png","thumbnail_Headshots_Grey_BG_Jeff_House_0405d413d0","thumbnail_Headshots - Grey BG - Jeff House.png",29.75,29748,"Headshots_Grey_BG_Jeff_House_0405d413d0",237.6,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/Headshots_Grey_BG_Jeff_House_0405d413d0.png","2025-09-10T16:21:37.794Z",[],[721],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":724,"lastName":725,"id":726,"documentId":727,"fullName":728,"position":488,"designation":729,"content":730,"email":21,"createdAt":731,"updatedAt":732,"publishedAt":733,"locale":20,"sourceId":734,"slug":735,"phoneNumber":21,"image":736,"subdepartments":763,"departments":764,"localizations":766},"Stephanie","Lau",1312,"x06h3vvsj8vpnohyafxmtk9m","Stephanie Lau","CIM, CFP","\u003Cp>Stephanie Lau is an investment counsellor at Mawer Investment Management Ltd., which she joined in 2013. As an investment counsellor, Stephanie is passionate about understanding each client's unique needs and goals to implement successful investment strategies and help them achieve financial success.\u003C/p>\n\u003Cp>Stephanie has worked in the investment industry since 2009. Before joining Mawer, she worked in diverse roles at Canaccord Genuity and Macquarie Group.\u003C/p>\n\u003Cp>Ms. Lau earned her Bachelor of Science from the University of Alberta and a Bachelor of Management in Finance from the University of Lethbridge. She holds the Chartered Investment Manager designation from the Canadian Securities Institute and the Certified Financial Planner designation from FP Canada.\u003C/p>","2025-07-10T19:49:33.571Z","2026-04-23T13:21:15.834Z","2026-04-23T13:22:25.278Z","291","stephanie-lau",{"id":737,"documentId":738,"name":739,"alternativeText":21,"caption":21,"width":265,"height":265,"formats":740,"hash":759,"ext":321,"mime":322,"size":760,"url":761,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":762,"updatedAt":762,"publishedAt":762},4026,"oiuo4a09vvgm7fsa9esg2nd6","Headshots - Grey BG - Stephanie Lau.png",{"small":741,"medium":747,"thumbnail":753},{"ext":321,"url":742,"hash":743,"mime":322,"name":744,"path":21,"size":745,"width":273,"height":273,"sizeInBytes":746},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/small_Headshots_Grey_BG_Stephanie_Lau_eacc41ade6.png","small_Headshots_Grey_BG_Stephanie_Lau_eacc41ade6","small_Headshots - Grey BG - Stephanie Lau.png",277.13,277128,{"ext":321,"url":748,"hash":749,"mime":322,"name":750,"path":21,"size":751,"width":281,"height":281,"sizeInBytes":752},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/medium_Headshots_Grey_BG_Stephanie_Lau_eacc41ade6.png","medium_Headshots_Grey_BG_Stephanie_Lau_eacc41ade6","medium_Headshots - Grey BG - Stephanie Lau.png",599.33,599331,{"ext":321,"url":754,"hash":755,"mime":322,"name":756,"path":21,"size":757,"width":438,"height":438,"sizeInBytes":758},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/thumbnail_Headshots_Grey_BG_Stephanie_Lau_eacc41ade6.png","thumbnail_Headshots_Grey_BG_Stephanie_Lau_eacc41ade6","thumbnail_Headshots - Grey BG - Stephanie Lau.png",32.44,32441,"Headshots_Grey_BG_Stephanie_Lau_eacc41ade6",262.95,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/Headshots_Grey_BG_Stephanie_Lau_eacc41ade6.png","2025-09-11T17:55:15.474Z",[],[765],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":768,"lastName":769,"id":770,"documentId":771,"fullName":772,"position":488,"designation":773,"content":774,"email":21,"createdAt":775,"updatedAt":776,"publishedAt":777,"locale":20,"sourceId":778,"slug":779,"phoneNumber":21,"image":780,"subdepartments":788,"departments":789,"localizations":791},"Jorin","Mantei",1276,"tvd4zk81s6il0gohmezglbbx","Jorin Mantei","CFA, TEP, CFP, CIM","\u003Cp>Jorin Mantei is an 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), majoring in finance.\u003C/p>\n\u003Cp>Mr. Mantei holds the Canadian Investment Manager designation from the Canadian Securities Institute, the Certified Financial Planner designation from FP Canada, the Trust and Estate Practitioner designation from STEP Canada and is a Chartered Financial Analyst charterholder. He is a member of the CFA Institute, the CFA Society Calgary, FP Canada, and STEP Canada.\u003C/p>","2025-07-10T19:49:33.854Z","2026-04-23T13:21:15.914Z","2026-04-23T13:22:24.547Z","293","jorin-mantei",{"id":781,"documentId":782,"name":783,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":784,"ext":321,"mime":322,"size":785,"url":786,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":787,"updatedAt":787,"publishedAt":787},286,"sm7rdj159pstenhzol7ywlij","Headshots-Grey-BG-Jorin-Mantei.png","d205eb209be03aaffee8c27198e96de6ccd54355",257993,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/d205eb209be03aaffee8c27198e96de6ccd54355.png","2025-03-07T03:15:28.105Z",[],[790],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":793,"lastName":794,"id":795,"documentId":796,"fullName":797,"position":488,"designation":308,"content":798,"email":310,"createdAt":799,"updatedAt":800,"publishedAt":801,"locale":20,"sourceId":802,"slug":803,"phoneNumber":21,"image":804,"subdepartments":814,"departments":815,"localizations":817},"Laura","Mitchell",1317,"a75kon41zppqm9drnhn2j597","Laura Mitchell","\u003Cp>Laura Mitchell is an investment counsellor at Mawer Investment Management Ltd., which she joined in 2015. Within her role, Laura is focused on providing comprehensive guidance on investment strategies, financial and estate planning, and working closely with clients and other trusted advisors to help identify and implement her clients’ overall wealth strategy and personal goals. Laura is passionate about developing long-term relationships with clients built on trust and a deep understanding of their unique financial circumstances.\u003C/p>\u003Cp>Ms. Mitchell has worked in the investment industry since 2009. She has held numerous and progressive roles—from associate, analyst, and associate investment counsellor—and prior to joining Mawer, spent five years as a portfolio analyst on the trade desk at Dixon Mitchell Investment Counsel in Vancouver.\u003C/p>\u003Cp>Ms. Mitchell holds a Bachelor of Commerce from the University of Ottawa with a major in finance and is a Chartered Financial Analyst charterholder and member of the CFA Institute and CFA Society Calgary.\u003C/p>","2025-07-10T19:49:45.703Z","2026-04-23T13:21:16.238Z","2026-04-23T13:22:25.397Z","1840","laura-patterson",{"id":805,"documentId":806,"name":807,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":808,"ext":809,"mime":810,"size":811,"url":812,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":813,"updatedAt":813,"publishedAt":813},349,"e17cvlnwbw4p28tdqc6uwy1h","Laura_web-grey-bkg.jpg","97107535e52f5ed8de7e46bfdace6eafb3fe1907",".jpg","image/jpeg",656676,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/97107535e52f5ed8de7e46bfdace6eafb3fe1907.jpg","2025-03-07T03:15:45.816Z",[],[816],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":819,"lastName":820,"id":821,"documentId":822,"fullName":823,"position":488,"designation":308,"content":824,"email":21,"createdAt":825,"updatedAt":826,"publishedAt":827,"locale":20,"sourceId":828,"slug":829,"phoneNumber":21,"image":830,"subdepartments":838,"departments":839,"localizations":841},"Stu","Morrow",1314,"o10mdpjrt3a2w0dznue7s60e","Stu Morrow","\u003Cp>Stu Morrow is an investment counsellor at Mawer Investment Management Ltd., helping clients build and protect their wealth through comprehensive financial planning and investment management. Drawing from over 20 years in finance, he guides individuals, families, and business owners through life’s major transitions—whether that’s planning for retirement, selling a business, or navigating personal transitions, like separation or divorce. \u003C/p>\n\u003Cp>Before joining Mawer in 2024, Stu held senior roles at Morgan Stanley Wealth Management Canada, RBC PH&N Investment Counsel, TD Greystone Asset Management, and RBC Global Asset Management, where he honed his expertise in private and institutional investment management.\u003C/p>\n\u003Cp>Keen to give back and support youth in finance, Stu teaches Applied Investment Management to undergraduate students as a part-time professor at Toronto Metropolitan University's Ted Rogers School of Management and serves on the school's advisory board. He also coaches hockey in Vaughan, Ontario.\u003C/p>\n\u003Cp>Stu holds a CFA® designation and a Bachelor of Commerce with Honours from Ryerson University.\u003C/p>","2025-07-10T19:49:47.644Z","2026-04-23T13:21:15.994Z","2026-04-23T13:22:25.342Z","1972","stu-morrow",{"id":831,"documentId":832,"name":833,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":834,"ext":321,"mime":322,"size":835,"url":836,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":837,"updatedAt":837,"publishedAt":837},361,"xf7ibt00n8y0ohe2h6i3tn6m","Headshots-Grey-BG-Stu-Morrow.png","7ccc1bca7f5b1cd6d9e8b521771ac2539db25cb5",473694,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/7ccc1bca7f5b1cd6d9e8b521771ac2539db25cb5.png","2025-03-07T03:15:50.639Z",[],[840],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":843,"lastName":844,"id":845,"documentId":846,"fullName":847,"position":488,"designation":308,"content":848,"email":21,"createdAt":849,"updatedAt":850,"publishedAt":851,"locale":20,"sourceId":852,"slug":853,"phoneNumber":21,"image":854,"subdepartments":862,"departments":863,"localizations":865},"Katy","Murdoch",1279,"juxs4mqn6rmqyhpgd84xz55z","Katy Murdoch","\u003Cp>Katy Murdoch is an investment counsellor at Mawer Investment Management Ltd., which she joined in 2023. Within her role, Katy is focused on developing long-term client relationships built on trust and exceptional client service. She is a strong collaborator and works closely with clients and their other trusted advisors to help identify and implement their overall wealth strategy and personal goals. She enjoys working with clients and their families today and is ready to help the transition for the next generation.\u003C/p>\n\u003Cp>Ms. Murdoch has worked in the investment industry since 2012. Prior to joining Mawer, Katy worked in the private wealth group at QV Investors and for a family office in Calgary. \u003C/p>\n\u003Cp>Katy is an active member of community, and volunteers on the Doc Seaman Grant Committee with the Calgary Foundation. She is a graduate from the University of Calgary and a former National team swimmer.\u003C/p>\n\u003Cp>Katy is a member of the CFA institute and the Calgary CFA Society.\u003C/p>","2025-07-10T19:49:46.769Z","2026-04-23T13:21:16.069Z","2026-04-23T13:22:24.570Z","1912","katy-murdoch",{"id":855,"documentId":856,"name":857,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":858,"ext":321,"mime":322,"size":859,"url":860,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":861,"updatedAt":861,"publishedAt":861},356,"arrosbvkymhfqnlxvnc78lbk","Katy-Murdoch_web.png","def425bce57eb6208587ccbb622b867739d3cdec",2219000,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/def425bce57eb6208587ccbb622b867739d3cdec.png","2025-03-07T03:15:48.769Z",[],[864],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":867,"lastName":868,"id":869,"documentId":870,"fullName":871,"position":872,"designation":873,"content":874,"email":310,"createdAt":875,"updatedAt":876,"publishedAt":877,"locale":20,"sourceId":878,"slug":879,"phoneNumber":21,"image":880,"subdepartments":908,"departments":909,"localizations":911},"Anton","Nel",1263,"td6acwbgfyiia6gb05ks3wq0","Anton Nel","Senior Manager, Wealth Management","CFA, CFP","\u003Cp>Anton Nel is a Senior Manager, Wealth Management at Mawer Investment Management Ltd., which he joined in 2017.  He leads a team of investment counsellors, associate investment counsellors, and analysts while working on strategic initiatives to enhance Mawer’s private wealth capabilities. \u003C/p>\u003Cp>Anton earned his Bachelor of Commerce degree in finance from the University of Alberta, has completed the Certified Financial Planner (CFP) certification, and is a Chartered Financial Analyst (CFA) charterholder. He’s also a member of the CFA Institute and the Calgary CFA Society.\u003C/p>","2025-07-10T19:49:34.003Z","2026-04-23T13:21:16.143Z","2026-04-23T13:22:00.632Z","295","anton-nel",{"id":881,"documentId":882,"name":883,"alternativeText":21,"caption":21,"width":265,"height":265,"formats":884,"hash":903,"ext":321,"mime":322,"size":904,"url":905,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":906,"updatedAt":907,"publishedAt":906},287,"u80jm85eklx4xqwj4hit1d7u","Template_0019_Anton-Nel.png",{"small":885,"medium":891,"thumbnail":897},{"ext":321,"url":886,"hash":887,"mime":322,"name":888,"path":21,"size":889,"width":273,"height":273,"sizeInBytes":890},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/small_b056014a016ac1b23b3d3a8289f47075a45ad44d.png","small_b056014a016ac1b23b3d3a8289f47075a45ad44d","small_Template_0019_Anton-Nel.png",253.6,253604,{"ext":321,"url":892,"hash":893,"mime":322,"name":894,"path":21,"size":895,"width":281,"height":281,"sizeInBytes":896},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/medium_b056014a016ac1b23b3d3a8289f47075a45ad44d.png","medium_b056014a016ac1b23b3d3a8289f47075a45ad44d","medium_Template_0019_Anton-Nel.png",552.63,552632,{"ext":321,"url":898,"hash":899,"mime":322,"name":900,"path":21,"size":901,"width":438,"height":438,"sizeInBytes":902},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/thumbnail_b056014a016ac1b23b3d3a8289f47075a45ad44d.png","thumbnail_b056014a016ac1b23b3d3a8289f47075a45ad44d","thumbnail_Template_0019_Anton-Nel.png",28.94,28937,"b056014a016ac1b23b3d3a8289f47075a45ad44d",195.65,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/b056014a016ac1b23b3d3a8289f47075a45ad44d.png","2025-03-07T03:15:28.313Z","2025-08-01T21:07:02.884Z",[],[910],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":913,"lastName":914,"id":915,"documentId":916,"fullName":917,"position":918,"designation":308,"content":919,"email":21,"createdAt":920,"updatedAt":921,"publishedAt":922,"locale":20,"sourceId":923,"slug":924,"phoneNumber":21,"image":925,"subdepartments":953,"departments":955,"localizations":962},"Greg","Peterson",1249,"cj8c7u2ta4fa0m5rh683we9i","Greg Peterson","Portfolio Manager, Balanced","\u003Cp>Greg Peterson is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2002. He is also co-manager of the Mawer Balanced Strategy and Mawer Global Balanced Strategy, as well as the asset allocation team lead. Mr. Peterson served on Mawer’s Board of Directors from 2004 to 2020.\u003C/p>\n\u003Cp>Mr. Peterson has been working in the financial services industry since 1991. He is a Chartered Financial Analyst charterholder; member of the CFA Institute, the Calgary CFA Society; a Calgary Flames Ambassador; and is a past treasurer and director of Ronald McDonald House, Southern Alberta.\u003C/p>","2025-07-10T19:49:39.114Z","2025-09-11T17:47:00.046Z","2026-04-23T13:22:00.438Z","324","greg-peterson-2",{"id":926,"documentId":927,"name":928,"alternativeText":21,"caption":21,"width":265,"height":265,"formats":929,"hash":948,"ext":321,"mime":322,"size":949,"url":950,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":951,"updatedAt":951,"publishedAt":952},4023,"fnjoskd77wy9rar4jsqaeeh3","Headshots - Grey BG - Greg Peterson.png",{"small":930,"medium":936,"thumbnail":942},{"ext":321,"url":931,"hash":932,"mime":322,"name":933,"path":21,"size":934,"width":273,"height":273,"sizeInBytes":935},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/small_Headshots_Grey_BG_Greg_Peterson_ef650e61e9.png","small_Headshots_Grey_BG_Greg_Peterson_ef650e61e9","small_Headshots - Grey BG - Greg Peterson.png",234.13,234126,{"ext":321,"url":937,"hash":938,"mime":322,"name":939,"path":21,"size":940,"width":281,"height":281,"sizeInBytes":941},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/medium_Headshots_Grey_BG_Greg_Peterson_ef650e61e9.png","medium_Headshots_Grey_BG_Greg_Peterson_ef650e61e9","medium_Headshots - Grey BG - Greg Peterson.png",499.39,499390,{"ext":321,"url":943,"hash":944,"mime":322,"name":945,"path":21,"size":946,"width":438,"height":438,"sizeInBytes":947},"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/thumbnail_Headshots_Grey_BG_Greg_Peterson_ef650e61e9.png","thumbnail_Headshots_Grey_BG_Greg_Peterson_ef650e61e9","thumbnail_Headshots - Grey BG - Greg Peterson.png",28.28,28277,"Headshots_Grey_BG_Greg_Peterson_ef650e61e9",220.03,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/Headshots_Grey_BG_Greg_Peterson_ef650e61e9.png","2025-09-11T17:46:54.201Z","2025-09-11T17:46:54.202Z",[954],{"id":173,"documentId":174,"title":175,"sourceId":176,"createdAt":177,"updatedAt":178,"publishedAt":179,"locale":20},[956,961],{"id":167,"documentId":168,"title":169,"sourceId":957,"createdAt":958,"updatedAt":959,"publishedAt":960,"locale":20,"slug":170},"71","2025-07-10T19:49:32.476Z","2025-07-16T04:57:29.456Z","2025-07-16T04:57:29.568Z",{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":964,"lastName":965,"id":966,"documentId":967,"fullName":968,"position":488,"designation":969,"content":970,"email":21,"createdAt":971,"updatedAt":972,"publishedAt":973,"locale":20,"sourceId":974,"slug":975,"phoneNumber":21,"image":976,"subdepartments":984,"departments":985,"localizations":987},"Anna","Przeslakiewicz",1231,"egyuzzao5ug8n5pyu6yn669e","Anna Przeslakiewicz","CFA, CIM","\u003Cp>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.\u003C/p>\n\u003Cp>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.\u003C/p>\n\u003Cp>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 Chartered Investment Manager designation and is a Chartered Financial Analyst Charterholder. Ms. Przeslakiewicz is a member of the CFA Institute and the Calgary CFA Society.\u003C/p>","2025-07-10T19:49:34.144Z","2026-04-23T13:21:16.316Z","2026-04-23T13:21:59.739Z","297","anna-przeslakiewicz",{"id":977,"documentId":978,"name":979,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":980,"ext":321,"mime":322,"size":981,"url":982,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":983,"updatedAt":983,"publishedAt":983},288,"bt1ebdhgd321c348gov4p0ms","Template_0020_Anna-Przeslakiewicz.png","548978feddd618bbd93ae0341921f018ee2575d4",54277,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/548978feddd618bbd93ae0341921f018ee2575d4.png","2025-03-07T03:15:28.482Z",[],[986],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":989,"lastName":990,"id":991,"documentId":992,"fullName":993,"position":488,"designation":994,"content":995,"email":310,"createdAt":996,"updatedAt":997,"publishedAt":998,"locale":20,"sourceId":999,"slug":1000,"phoneNumber":21,"image":1001,"subdepartments":1009,"departments":1010,"localizations":1012},"Oxana","Rebro",1296,"bju0bxumvkhpxvik8hz04gvj","Oxana Rebro","CFA, TEP","\u003Cp>Oxana Rebro is an investment counsellor at Mawer Investment Management Ltd., which she joined in 2017. Based in the Muskoka area, Ms. Rebro has clients across the region and over a decade of experience servicing individual, institutional, and not-for-profit clients. She is passionate about helping families and organizations meet their investment goals.\u003C/p>\n\u003Cp>Prior to Joining Mawer, Ms. Rebro was a relationship management associate at Sionna Investment Management and also spent over six years in various client focused roles within the TD Bank Group.\u003C/p>\n\u003Cp>Ms. Rebro graduated with a major in Finance from the Bachelor of Commerce program at Toronto Metropolitan University. She is a CFA Charterholder, a member of the CFA Institute, the Toronto CFA Society and holds the Trust and Estate Practitioner designation from STEP Canada. \u003C/p>","2025-07-10T19:49:34.319Z","2026-04-23T13:21:16.606Z","2026-04-23T13:22:25.010Z","298","oxana-rebro",{"id":1002,"documentId":1003,"name":1004,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":1005,"ext":321,"mime":322,"size":1006,"url":1007,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":1008,"updatedAt":1008,"publishedAt":1008},289,"ipipj63zax2yhztzm4r3524w","Oxana-Rebro_web.png","207e4bd6c6b0601cca7ab7b2b4bec836fd39f9b3",1330912,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/207e4bd6c6b0601cca7ab7b2b4bec836fd39f9b3.png","2025-03-07T03:15:28.792Z",[],[1011],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":1014,"lastName":1015,"id":1016,"documentId":1017,"fullName":1018,"position":1019,"designation":308,"content":1020,"email":21,"createdAt":1021,"updatedAt":1022,"publishedAt":1023,"locale":20,"sourceId":1024,"slug":1025,"phoneNumber":21,"image":1026,"subdepartments":1034,"departments":1035,"localizations":1037},"Jennifer","Rendle",1273,"tsqb9p5iic5pnkcp9fx1kpqb","Jennifer Rendle","Associate Director, Investment Counsellors Calgary","\u003Cp>Jennifer Rendle, Associate Director of Investment Counsellors at Mawer Investment Management Ltd., joined Mawer in 2016.  Ms. Rendle works closely with clients to understand their unique financial goals and circumstances, as well as managing their investment portfolios to help achieve long-term success and peace of mind.\u003C/p>\u003Cp>Prior to joining Mawer, Ms. Rendle worked at McLean and Partners Wealth Management Ltd. as a research analyst, performing fundamental research across geographies and asset classes. She has also held positions as a private client associate and performance analyst.\u003C/p>\u003Cp>Ms. Rendle earned her Bachelor of Arts in Economics (Distinction) from the University of Calgary, and is a Chartered Financial Analyst charterholder. Ms. Rendle also attended the College of the Holy Cross in Worcester, Massachusetts on a hockey scholarship.\u003C/p>","2025-07-10T19:49:34.460Z","2026-04-23T13:21:16.955Z","2026-04-23T13:22:01.841Z","299","jennifer-rendle",{"id":1027,"documentId":1028,"name":1029,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":1030,"ext":321,"mime":322,"size":1031,"url":1032,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":1033,"updatedAt":1033,"publishedAt":1033},290,"xwo9jnxv9yvx7sl53hgjz2eo","Jennifer-Rendle_269_Web_2022.png","245492647556e19cb5fd75ac54afa036f6718f69",90098,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/245492647556e19cb5fd75ac54afa036f6718f69.png","2025-03-07T03:15:28.972Z",[],[1036],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":1039,"lastName":1040,"id":1041,"documentId":1042,"fullName":1043,"position":488,"designation":308,"content":1044,"email":21,"createdAt":1045,"updatedAt":1046,"publishedAt":1047,"locale":20,"sourceId":1048,"slug":1049,"phoneNumber":21,"image":1050,"subdepartments":1058,"departments":1059,"localizations":1061},"Erin","Stephens",1271,"q4ceu17bf56jh7ahcmx9d5oq","Erin Stephens","\u003Cp>\u003Cspan data-teams=\"true\">Erin Stephens is an investment counsellor at Mawer Investment Management Ltd., which she joined in 2009. In her role, Erin partners closely with clients to design personalized wealth strategies tailored to their unique circumstances and long-term financial goals. Taking a holistic approach, she works collaboratively with clients and their trusted advisors to integrate tax-efficient solutions and estate planning considerations into a cohesive financial framework. Erin is passionate about cultivating enduring relationships built on trust, transparency, and a deep understanding of each client’s financial circumstances. \u003C/span>\u003C/p>\u003Cp>\u003Cspan data-teams=\"true\">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 served as a portfolio management analyst. \u003C/span>\u003C/p>\u003Cp>\u003Cspan data-teams=\"true\">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. \u003C/span>\u003C/p>\u003Cp>\u003Cspan data-teams=\"true\">Ms. Stephens is a member of the CFA Institute and the Calgary CFA Society.\u003C/span>\u003C/p>","2025-07-10T19:49:34.600Z","2026-04-23T13:21:17.063Z","2026-04-23T13:22:01.010Z","300","erin-stephens",{"id":1051,"documentId":1052,"name":1053,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":1054,"ext":321,"mime":322,"size":1055,"url":1056,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":1057,"updatedAt":1057,"publishedAt":1057},291,"uz0ujv0si1tg7rinyaty66oa","Headshots-Grey-BG-Erin-Stephens.png","710a7c9549de45010f9a42d870318e1a8a90b3db",274205,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/710a7c9549de45010f9a42d870318e1a8a90b3db.png","2025-03-07T03:15:29.325Z",[],[1060],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":1063,"lastName":1064,"id":1065,"documentId":1066,"fullName":1067,"position":488,"designation":1068,"content":1069,"email":21,"createdAt":1070,"updatedAt":1071,"publishedAt":1072,"locale":20,"sourceId":1073,"slug":1074,"phoneNumber":21,"image":1075,"subdepartments":1083,"departments":1084,"localizations":1086},"Nicole","Swales",1292,"xz3ys5xtolh0v5qdss45j8jm","Nicole Swales","CFA, MBA","\u003Cp>Nicole Swales is an investment counsellor 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.\u003C/p>\n\u003Cp>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 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.\u003C/p>\n\u003Cp>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, and is a member of the CFA Institute and Toronto CFA Society.\u003C/p>\n\u003Cp>Outside of work, Ms. Swales has been an active member of her local community. She served eight years on the Board of Governors and Finance Committee for the Crescent School Board. She has also held several volunteer positions in the past, including heading fundraising events for SickKids® Hospital in Toronto, as well as 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.\u003C/p>","2025-07-10T19:49:34.734Z","2026-04-23T13:21:17.179Z","2026-04-23T13:22:24.956Z","301","nicole-swales",{"id":1076,"documentId":1077,"name":1078,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":1079,"ext":321,"mime":322,"size":1080,"url":1081,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":1082,"updatedAt":1082,"publishedAt":1082},292,"v0e446rrw5wm6gb5anunijjo","Template_0007_Nicole-Swales-4x6-Formal2.png","161dbfb37567a767bdf96443e1a0266298ccb20a",51186,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/161dbfb37567a767bdf96443e1a0266298ccb20a.png","2025-03-07T03:15:29.560Z",[],[1085],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":1088,"lastName":1089,"id":1090,"documentId":1091,"fullName":1092,"position":307,"designation":729,"content":1093,"email":21,"createdAt":1094,"updatedAt":1095,"publishedAt":1096,"locale":20,"sourceId":1097,"slug":1098,"phoneNumber":21,"image":1099,"subdepartments":1107,"departments":1108,"localizations":1110},"Raymond","Ta",1302,"rl04gnfthpi5hj7ty96tg1oj","Raymond Ta","\u003Cp>Raymond Ta is an associate investment counsellor at Mawer Investment Management, which he joined in 2017. Within his role, Mr. Ta works closely with clients to implement investment strategies that incorporate their unique investment goals and circumstances to help achieve long-term success and peace of mind.\u003C/p>\n\u003Cp>Prior to joining the investment counselling team, he worked as an investment advisor for Mawer Direct Investing and as a financial advisor with CIBC Imperial Service in providing financial advice on debt/cash management and investment and retiring planning for high net worth clients.\u003C/p>\n\u003Cp>He holds the Chartered Investment Manager designation from the Canadian Securities Institute and the Certified Financial Planner designation from FP Canada.\u003C/p>\n\u003Cp> \u003C/p>","2025-07-10T19:49:43.924Z","2026-04-23T13:21:17.255Z","2026-04-23T13:22:25.104Z","354","raymond-ta",{"id":1100,"documentId":1101,"name":1102,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":1103,"ext":321,"mime":322,"size":1104,"url":1105,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":1106,"updatedAt":1106,"publishedAt":1106},337,"dgc0hwwn43l22dr6z12gs1zx","Headshots-Grey-BG-Raymond-Ta.png","9685c838b19c0ade347fdfe7dc28d0c90d791a4c",310712,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/9685c838b19c0ade347fdfe7dc28d0c90d791a4c.png","2025-03-07T03:15:42.672Z",[],[1109],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":1112,"lastName":1113,"id":1114,"documentId":1115,"fullName":1116,"position":488,"designation":873,"content":1117,"email":21,"createdAt":1118,"updatedAt":1119,"publishedAt":1120,"locale":20,"sourceId":1121,"slug":1122,"phoneNumber":21,"image":1123,"subdepartments":1132,"departments":1133,"localizations":1135},"Brett","Taylor",1233,"rd6spdbqrl41toy0d4bjxuh8","Brett Taylor","\u003Cp>Brett Taylor is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2015. Prior to his current role, he worked for Mawer as an associate investment counsellor. Previously, he worked as an associate consultant at Investors Group. Brett graduated from the University of Lethbridge with a Bachelor of Management, majoring in finance. He has completed his Certified Financial Planner Certification and is a Chartered Financial Analyst charterholder.\u003C/p>\n\u003Cp> Brett sits as a board member for The Alberta Says NO MORE Society whose mission is dedicated to ending domestic violence through awareness, action and cultural change. He is also a volunteer for the Calgary Art’s Academy Audit and Finance Committees.\u003C/p>\n\u003Cp> Brett is a member of the CFA Institute and the Calgary CFA Society.\u003C/p>","2025-07-10T19:49:34.864Z","2026-04-23T13:21:17.330Z","2026-04-23T13:21:59.782Z","302","brett-taylor",{"id":1124,"documentId":1125,"name":1126,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":1127,"ext":321,"mime":322,"size":1128,"url":1129,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":1130,"updatedAt":1130,"publishedAt":1131},293,"qwulp13mwyvngonoiwnl7qfu","Headshots-Grey-BG-Brett-Taylor-v2.png","14a384f7aae9638bac2534f629b05a51d1af49e3",279212,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/14a384f7aae9638bac2534f629b05a51d1af49e3.png","2025-03-07T03:15:29.797Z","2025-03-07T03:15:29.801Z",[],[1134],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":1137,"lastName":1138,"id":1139,"documentId":1140,"fullName":1141,"position":918,"designation":308,"content":1142,"email":21,"createdAt":1143,"updatedAt":1144,"publishedAt":1145,"locale":20,"sourceId":1146,"slug":1147,"phoneNumber":21,"image":1148,"subdepartments":1156,"departments":1158,"localizations":1161},"Steven","Visscher",1313,"xl49vn9b91lk6mcvuz2o1tk0","Steven Visscher","\u003Cp>Steven Visscher joined the firm in 2005, and is an investment counsellor and lead manager of the Mawer Balanced Fund, the Mawer Global Balanced Fund, and related strategies. In addition, he is a member of the asset allocation team.\u003C/p>\n\u003Cp>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.\u003C/p>\n\u003Cp>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.\u003C/p>\n\u003Cp>Mr. Visscher is a member of the CFA Institute and the Calgary CFA Society.\u003C/p>","2025-07-10T19:49:35.434Z","2025-07-10T19:49:35.614Z","2026-04-23T13:22:25.326Z","303","steven-visscher",{"id":400,"documentId":1149,"name":1150,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":1151,"ext":321,"mime":322,"size":1152,"url":1153,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":1154,"updatedAt":1154,"publishedAt":1155},"ekc3vcnlz4wmhs5x6rcfh3i7","Headshots-Grey-BG-Steven-Visscher.png","d921bda7cf053c29037081b44023b5399d5c6802",787710,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/d921bda7cf053c29037081b44023b5399d5c6802.png","2025-07-10T19:49:35.392Z","2025-07-10T19:49:35.393Z",[1157],{"id":173,"documentId":174,"title":175,"sourceId":176,"createdAt":177,"updatedAt":178,"publishedAt":179,"locale":20},[1159,1160],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},{"id":167,"documentId":168,"title":169,"sourceId":957,"createdAt":958,"updatedAt":959,"publishedAt":960,"locale":20,"slug":170},[],{"firstName":1163,"lastName":1164,"id":1165,"documentId":1166,"fullName":1167,"position":488,"designation":308,"content":1168,"email":21,"createdAt":1169,"updatedAt":1170,"publishedAt":1171,"locale":20,"sourceId":1172,"slug":1173,"phoneNumber":21,"image":1174,"subdepartments":1182,"departments":1183,"localizations":1185},"Michael","Walker",1423,"bchjc7fy327rgehkftukpy3g","Michael Walker","\u003Cp>Michael Walker is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2014. He is responsible for the management and servicing of both private and institutional clients. Prior to his current role, he worked as an associate investment counsellor and as an analyst on Mawer’s individual and institutional portfolio management teams. \u003C/p>\u003Cp>Mr. Walker graduated from the University of Calgary with a Bachelor of Commerce, majoring in finance. He is a Chartered Financial Analyst charterholder and member of the CFA Institute and the CFA Society Calgary.\u003C/p>","2025-07-10T19:49:44.724Z","2026-05-06T13:43:12.838Z","2026-05-06T13:43:12.954Z","1755","michael-walker",{"id":1175,"documentId":1176,"name":1177,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":1178,"ext":321,"mime":322,"size":1179,"url":1180,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":1181,"updatedAt":1181,"publishedAt":1181},342,"piw2n58xkknzuq9v8xl7cqbf","Headshots-Grey-BG-Mike-Walker.png","08f96af82c1769ebf3690adce989397337763082",298024,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/08f96af82c1769ebf3690adce989397337763082.png","2025-03-07T03:15:43.809Z",[],[1184],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":1187,"lastName":1188,"id":1189,"documentId":1190,"fullName":1191,"position":488,"designation":1192,"content":1193,"email":21,"createdAt":1194,"updatedAt":1195,"publishedAt":1196,"locale":20,"sourceId":1197,"slug":1198,"phoneNumber":21,"image":1199,"subdepartments":1207,"departments":1208,"localizations":1210},"Paul","Wheaton",1298,"wiaw79e2zsy574pcjwwy8ozh","Paul Wheaton","CFA, FEA. HDP","\u003Cp>Paul is an investment counsellor at Mawer Investment Management Ltd., where he specializes in helping families develop a balanced understanding of wealth, recognizing that true wealth extends far beyond financial assets. His advisory work focuses on building communication and governance skills that enable families to stay connected and thrive across multiple generations.​\u003C/p>\u003Cp>A CFA® charterholder with a Bachelor of Business Administration (Honours) from Wilfrid Laurier University, Paul has earned specialized certifications as a FAMILY ENTERPRISE ADVISOR™ and Heritage Design Professional™. These credentials reflect his commitment to helping family enterprises create a shared vision and build cultures of mentorship, communication, and trust across generations.​\u003C/p>\u003Cp>Paul joined Mawer in 2014, bringing extensive experience from senior client service and investment roles at Hamilton Capital Partners, Kootenay Capital Management, and Gluskin Sheff & Associates.​\u003C/p>\u003Cp>Paul is an active member of the firm and the broader community serving as an investment committee member for the Jewish Community Foundation of Calgary and maintaining active membership in the CFA Institute, CFA Society Calgary, The Heritage Institute, and the Family Enterprise Exchange.​\u003C/p>","2025-07-10T19:49:35.652Z","2026-04-23T13:21:17.498Z","2026-04-23T13:22:25.040Z","304","paul-wheaton",{"id":1200,"documentId":1201,"name":1202,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":1203,"ext":321,"mime":322,"size":1204,"url":1205,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":1206,"updatedAt":1206,"publishedAt":1206},295,"jr0muqzabjr1amv07y5r5r79","Headshots-Grey-BG-Paul-Wheaton.png","8de73aa51f9e3a569b39a026c261356a1c2e8817",335795,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/8de73aa51f9e3a569b39a026c261356a1c2e8817.png","2025-03-07T03:15:30.481Z",[],[1209],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],{"firstName":1212,"lastName":1213,"id":1214,"documentId":1215,"fullName":1216,"position":488,"designation":873,"content":1217,"email":21,"createdAt":1218,"updatedAt":1219,"publishedAt":1220,"locale":20,"sourceId":1221,"slug":1222,"phoneNumber":21,"image":1223,"subdepartments":1231,"departments":1232,"localizations":1234},"Oliver","Yoon",1295,"aexu7j301ceb8bpfl3d82bdm","Oliver Yoon","\u003Cp>Oliver Yoon is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2025. Based in Toronto, Mr. Yoon is passionate about creating better outcomes for his clients by proactively bringing together tax planning advice and investment management.\u003C/p>\n\u003Cp>Mr. Yoon has worked in the investment industry since 2010 and he has held numerous and progressive roles. Prior to joining Mawer, Oliver launched and led an investment counselling arm of Purpose Unlimited (Purpose) as Chief Operating Officer of Harness Investment Management. Prior to his time at Purpose, he was a Vice President at TD Asset Management.\u003C/p>\n\u003Cp>Mr. Yoon is a Chartered Financial Analyst® and Certified Financial Planner® and holds a Bachelor of Business Administration from the Schulich School of Business at York University.\u003C/p>","2025-07-10T19:49:49.705Z","2026-04-23T13:21:17.749Z","2026-04-23T13:22:24.997Z","2147","oliver-yoon",{"id":1224,"documentId":1225,"name":1226,"alternativeText":21,"caption":21,"width":21,"height":21,"formats":21,"hash":1227,"ext":321,"mime":322,"size":1228,"url":1229,"previewUrl":21,"provider":295,"provider_metadata":21,"createdAt":1230,"updatedAt":1230,"publishedAt":1230},1324,"jbaq5xo2tyx0ojumav842qlz","Headshots-Grey-BG-Oliver-Yoon.png","228cff93b7d979ca6a267cd2162fbbe949e65611",702559,"https://az-prd-mawer-com-cms-bda9ehd8a2fqgdgn.a02.azurefd.net/mawer-com-cms/assets/228cff93b7d979ca6a267cd2162fbbe949e65611.png","2025-07-10T19:49:49.666Z",[],[1233],{"id":226,"documentId":227,"title":228,"sourceId":329,"createdAt":330,"updatedAt":331,"publishedAt":332,"locale":20,"slug":229},[],1778115041707]