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Our People

Our people are our most valuable resource. They have the skills and expertise to ensure that we deliver on our commitment to our clients, foster enduring client relationships and grow our business.

That’s why we employ the brightest minds in the business and provide an opportunity for them to become stakeholders of the firm. We cultivate an atmosphere of team work in which mutual respect is paramount.

Select department below to view team members:

 

Management Committee

Click employee image or name to access employee’s biography.

  1. Mark D. Thomson, MFA, CFA, Managing Director, Equities
  2. David Gregoris, MBA, CFA, Managing Director, Fixed Income
  3. Bruce R. Shewfelt, Managing Director, Client Service & Marketing
  4. Michael J. Gibson, CPA, CA, Managing Director, Operations
  5. Greg Latremoille, CPA, CA, Managing Director, Private Client Group

Investment Teams

With an average of 20 years of experience, our investment team has tremendous depth and breadth of skills, expertise and qualifications to ensure that we consistently deliver competitive risk-adjusted returns that meet the expectations of our clients.

Click employee image or name to access employee’s biography.

Canadian Equity

  1. Mark D. Thomson, MFA, CFA, Managing Director, Equities
  2. Stephen J. Arpin, MA, CFA, Vice President, Canadian Equities
  3. James W. Black, CPA, CA, CFA, Vice President, Canadian Equities
  4. William Otton, CFA, Vice President, Canadian Equities
  5. Pat Palozzi, CFA, Vice President, Canadian Equities
  6. Cindy Lewis, Vice President, Equity Trading
  7. Eva Grant, CFA, Vice President, Equity Product Specialist

U.S. and Global Equity

  1. Rui Cardoso, MBA, CFA, Vice President, U.S. and Global Equities
  2. Glenn Fortin, CFA, Vice President, U.S. and Global Equities
  3. Gavin Ivory, CFA, Vice President, U.S. and Global Equities
  4. Stanley Wu, MBA, CFA, Vice President, U.S. and Global Equities
  5. KC Parker, MBA, CFA, Vice President, U.S. and Global Equities
  6. Colin Ramkissoon, MBA, CFA, Vice President, U.S. and Global Equities
  7. Craig Weisberg, Equity Trader

Fixed Income

  1. David Gregoris, MBA, CFA, Managing Director, Fixed Income
  2. Derek Brown, MBA, CFA, Senior Vice President, Fixed Income
  3. Sue McNamara, CFA, Vice President, Fixed Income
  4. John Fuca, CFA, Assistant Vice President, Fixed Income
  5. Mary Crowe, CFA, Credit Research Associate
  6. Kathy Tausz, M.I.B., CFA, Quantitative Analyst
  7. Daniel Miles, CFA, Fixed Income Trader

Balanced Fund Asset Mix Committee

Responsible for setting the Balanced Fund asset mix, the committee meets quarterly to ensure key data is captured and fact-based decisions are contemplated. While equities have historically generated superior returns, our asset mix decisions are tempered by observations that the most efficient portfolio structure on a risk adjusted return basis is one that calls for 60% equities and 40% fixed income assets.

Click employee image or name to access employee’s biography.

  1. Mark D. Thomson, MFA, CFA, Managing Director, Equities
  2. David Gregoris, MBA, CFA, Managing Director, Fixed Income
  3. Bruce R. Shewfelt, Managing Director, Client Service & Marketing
  4. Glenn Fortin, CFA, Vice President, U.S. and Global Equities
  5. Colin Ramkissoon, MBA, CFA, Vice President, U.S. and Global Equities
  6. Derek Brown, MBA, CFA, Senior Vice President, Fixed Income
  7. Jeffrey Young, MBA, CFA, Senior Vice President, Private Client Group

Client Service

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Institutional Accounts

Our client service team is dedicated to building outstanding relationships with our clients. Team members ensure accessibility and availability and facilitate ongoing communication.

  1. Bruce R. Shewfelt, Managing Director, Client Service & Marketing
  2. Craig Auwaerter, MBA, CFA, Vice President, Client Service/Business Development
  3. John G. Shuter, Vice President, Client Service/Business Development
  4. Lori MacKay, CFA, Vice President, Client Service/Business Development
  5. Nancy Chew, Assistant Vice President, Client Service
  6. Karim Aboo, Senior Associate, Client Service
  7. Jennifer Edmunds, Associate, Client Service
  8. Elaine Lee, Associate, CRM and Database

Managed Assets

Our client service team is dedicated to building outstanding relationships with our clients. Team members ensure accessibility and availability and facilitate ongoing communication.

  1. Paul Hamilton, CFA, Vice President, Managed Assets
  2. Jillian Sumner, CFP, CIM, FCSI, Regional Director, Managed Assets, Eastern Canada

Private Client Group

Our team is dedicated to your financial success. By building outstanding relationships, team members ensure accessibility and facilitate ongoing communication.

Click employee image or name to access employee’s biography.

  1. Greg Latremoille, CPA, CA, Managing Director, Private Client Group
  2. Jeffrey Young, MBA, CFA, Senior Vice President, Private Client Group
  3. Steven Smith, CFA, Vice President, Private Client Group
  4. John Cushman, MBA, CFA, Vice President, Private Client Group

Operations & Compliance

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  1. Michael J. Gibson, CPA, CA, Managing Director, Operations
  2. Michal L. Pomotov, LL.B., MBA, Chief Compliance Officer and General Counsel
  3. Maria Jawornicki, Manager, HR & Office Services
  4. Jackie Corneil, CPA, CA, Controller
  5. Anna Ferrara, Manager, Performance Measurement & Analytics
  6. Yvonne Leung, Manager, Portfolio Administration
  7. Colinda Ravlic, Manager, Fund Accounting
  8. Mitra Raghubir, Manager, Fund Operations