Our People

Canadian Equity

1. Mark D. Thomson, MFA, CFA, Managing Director, Equities

   Mark D. Thomson, MFA, CFA, Managing Director, Equities

   Mark joined Beutel Goodman in 1989 and has over 25 years of investment experience. As a portfolio manager he is responsible for oversight of the equity process, and leads the Canadian and global equity teams. He is Chair of both the Beutel Goodman Board of Directors and the Beutel Goodman Management Committee. Previously, Mark was a portfolio manager at Pemberton Securities. Mark is a graduate of Mills College and a CFA charterholder.

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2. Stephen J. Arpin, MA, CFA, Vice President, Canadian Equities

   Stephen J. Arpin, MA, CFA, Vice President, Canadian Equities

   Stephen joined Beutel Goodman in 1993 and has over 20 years of investment experience. He is a portfolio manager with equity research responsibilities in the areas of small cap, technology, consumer discretionary and energy. Steve is a graduate of Queen’s University and a CFA charterholder.

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3. James W. Black, CPA, CA, CFA, Vice President, Canadian Equities

   James W. Black, CPA, CA, CFA, Vice President, Canadian Equities

   James is a large cap portfolio manager with Beutel Goodman and has equity research responsibilities covering both Canadian and global companies in the telecom, utilities, and financial sectors. James has over 20 years of investment experience. Prior to joining Beutel Goodman in 2007, James worked in private equity at Brookfield Asset Management. He is a graduate of the University of Western Ontario and is a CPA, CA and CFA charterholder.

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4. William Otton, CFA, Vice President, Canadian Equities

   William Otton, CFA, Vice President, Canadian Equities

   Bill joined Beutel Goodman in 1995 and has over 25 years of investment experience. He is a small cap portfolio manager and has equity research responsibilities in the areas of metals, minerals, golds, printing, steel and fertilizer. Prior to working at Beutel Goodman, Bill worked at La Caisse de Dépôt et Placement du Québec as an equity analyst. Bill is a graduate of McGill University and a CFA charterholder.

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5. Pat Palozzi, CFA, Vice President, Canadian Equities

   Pat Palozzi, CFA, Vice President, Canadian Equities

   With over 25 years of investment experience, Pat is a valued large cap portfolio manager with Beutel Goodman and has equity research responsibilities in the areas of consumer staples, retailers and transportation. Prior to joining Beutel Goodman in 2004, Pat spent several years at BMO Nesbitt Burns where he worked as a private client research analyst. Pat is a graduate of York University and a CFA charterholder.

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6. Cindy Lewis, Vice President, Equity Trading

   Cindy Lewis, Vice President, Equity Trading

   Cindy joined Beutel Goodman in 2013 and is responsible for Canadian equity execution on behalf of our clients’ portfolios and manages the equity desk. Previously, Cindy held senior level positions at various investment institutions, including 11 years as Director of Equity Trading at UBS. Cindy is a graduate of Niagara College of Applied Arts and Technology.

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7. Eva Grant, CFA, Vice President, Equity Product Specialist

   Eva Grant, CFA, Vice President, Equity Product Specialist

   Eva is a recent addition to the team, having joined Beutel Goodman in 2017 with over 20 years of investment experience. As Vice President, Equity Product Specialist, Eva acts as liaison between the equity and client service/marketing teams. She is responsible for equity portfolio analytics and commentaries. Prior to joining the firm, Eva was Vice President, Research, for Hansberger Growth Investors where her responsibilities included the management of foreign equity portfolios and fundamental equity analysis. Previous to that, Eva was Research Associate, Equity Research, for ScotiaMcLeod where she was involved in the generation of equity research publications and morning comments. Eva is also a CFA charterholder.

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U.S. and Global Equity

1. Rui Cardoso, MBA, CFA, Vice President, U.S. and Global Equities

   Rui Cardoso, MBA, CFA, Vice President, U.S. and Global Equities

   Rui joined Beutel Goodman in 2013 and has over 15 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and global equities. Prior to joining Beutel Goodman, Rui spent several years as a portfolio manager at CI Investments and KBSH Capital Management. Rui is a graduate of York University and a CFA charterholder.

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2. Glenn Fortin, CFA, Vice President, U.S. and Global Equities

   Glenn Fortin, CFA, Vice President, U.S. and Global Equities

   Glenn is a Beutel Goodman veteran with over 20 years of investment experience. He has been with Beutel Goodman since 1996. He is a portfolio manager and research analyst specializing in U.S. and global equities. Previously, Glenn worked at Curacao International Trust Co. He is a graduate of the University of Ottawa and a CFA charterholder.

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3. Gavin Ivory, CFA, Vice President, U.S. and Global Equities

   Gavin Ivory, CFA, Vice President, U.S. and Global Equities

   Gavin joined Beutel Goodman in 1992 and has over 25 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and global equities. Prior to joining Beutel Goodman, Gavin managed global equities at Royal Bank Investment Management. Gavin is a graduate of Bishops University and a CFA charterholder.

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4. Stanley Wu, MBA, CFA, Vice President, U.S. and Global Equities

   Stanley Wu, MBA, CFA, Vice President, U.S. and Global Equities

   Stanley is an industry veteran with over 15 years of investment experience and joined Beutel Goodman in 2016. He is a portfolio manager and research analyst specializing in U.S. and global equities. Most recently, Stanley worked at Jarislowsky Fraser as co-manager of their international and global equity strategies and member of their Investment Strategy Committee where he was involved in oversight of the firm’s research process. Previous to that Stanley was an equity analyst at Letko Brosseau & Associates where his global coverage included healthcare, specialty chemical and information technology stocks. He’s been awarded an MBA from McGill University, in addition to having earned a Master of Science in Biochemistry and Molecular Biology from the Chinese Academy of Sciences and Zhejiang University in Shanghai. He is also a CFA Charterholder.

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5. KC Parker, MBA, CFA, Vice President, U.S. and Global Equities

   KC Parker, MBA, CFA, Vice President, U.S. and Global Equities

   KC joined Beutel Goodman in 2006 and has 10 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and global equities. Prior to joining Beutel Goodman, KC was senior partner in an Ottawa-based technology firm. KC is a graduate of Simon Fraser University and a CFA charterholder.

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6. Colin Ramkissoon, MBA, CFA, Vice President, U.S. and Global Equities

   Colin Ramkissoon, MBA, CFA, Vice President, U.S. and Global Equities

   Colin is a portfolio manager and research analyst specializing in U.S. and global equities. He is a seasoned veteran of 20-plus years in banking and investments. Prior to joining Beutel Goodman in 2011, Colin spent nine years in senior positions at TD in private equity and investment banking. Colin is a graduate of York University and a CFA charterholder.

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7. Craig Weisberg, Equity Trader

   Craig Weisberg, Equity Trader

   Craig joined Beutel Goodman in 1997 and has 25 years of trading experience. He is responsible for small cap, U.S. and global equity execution on behalf of our clients’ portfolios. Prior to joining BG, Craig worked as an equity trader at Confed Investment Counselling and Bonavista Asset Management. Craig is a graduate of Ryerson’s Business Program.

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Fixed Income

1. David Gregoris, MBA, CFA, Managing Director, Fixed Income

   David Gregoris, MBA, CFA, Managing Director, Fixed Income

   David has been with Beutel Goodman since 1992 and has over 25 years of investment experience. As a portfolio manager he is responsible for oversight of the fixed income process, and co-manages the fixed income team. He is responsible for portfolio duration and positioning, risk exposure, quantitative analysis and immunized and dedicated portfolios. David is also a member of the Management Committee and sits on the Board of Directors. Prior to joining Beutel Goodman, David worked at TAL where he was a portfolio manager in charge of fixed income trading. David is a graduate of the University of Windsor and a CFA charterholder.

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2. Derek Brown, MBA, CFA, Senior Vice President, Fixed Income

   Derek Brown, MBA, CFA, Senior Vice President, Fixed Income

   Derek is a recent addition to Beutel Goodman, joining the team in 2016 with over 10 years of investment experience. He is a portfolio manager and co-lead of the fixed income team. His strategic responsibilities include portfolio duration, positioning and risk exposure management. Prior to joining Beutel Goodman, Derek worked at Fiera Capital where he was a fixed income portfolio manager. Derek is a graduate of Concordia University, McGill University and a CFA charterholder.

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3. Sue McNamara, CFA, Vice President, Fixed Income

   Sue McNamara, CFA, Vice President, Fixed Income

   Sue joined Beutel Goodman in 2006 and has over 20 years of investment experience. She is a portfolio manager and strategist with additional responsibilities for credit analysis and product design. Prior to joining Beutel Goodman, Sue worked as a Research Analyst for several of the large brokerage houses, most recently BMO Nesbitt Burns. Sue is a graduate of the University of Western Ontario and a CFA charterholder.

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4. John Fuca, CFA, Assistant Vice President, Fixed Income

   John Fuca, CFA, Assistant Vice President, Fixed Income

   John is a portfolio manager responsible for money market and bond trading, settlements, bond reporting and modeling. John has been with Beutel Goodman since 1997 and has over 15 years of investment experience. Earlier in John’s career he worked at RBC Life as an investment accountant. He is a graduate of Wilfrid Laurier University and a CFA charterholder.

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5. Mary Crowe, CFA, Credit Research Associate

   Mary Crowe, CFA, Credit Research Associate

   Mary joined Beutel Goodman in 2010. Prior to joining Beutel Goodman, she worked as a Pricing Analyst at the Bank of Montreal. Mary is a graduate of the University of Western Ontario and a CFA charterholder.

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6. Kathy Tausz, M.I.B., CFA, Quantitative Analyst

   Kathy Tausz, M.I.B., CFA, Quantitative Analyst

   Kathy joined Beutel Goodman in 2012. Prior to joining Beutel Goodman, she worked as a Financial Analyst in the treasury department of AGF Trust. Kathy is a graduate of the University of Guelph, University of Mannheim and Queen’s University and a CFA charterholder.

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7. Daniel Miles, CFA, Fixed Income Trader

   Daniel Miles, CFA, Fixed Income Trader

   Daniel joined Beutel Goodman in 2015 and has over 15 years of investment experience. Prior to joining Beutel Goodman, he worked at Credit Suisse where he was Vice President, Interest Rate Product Sales. Daniel is a graduate of the University of Waterloo and a CFA charterholder.

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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

   Bruce R. Shewfelt, Managing Director, Client Service & Marketing

   Bruce is a 25-year investment industry veteran and joined Beutel Goodman in 2014. In addition to his role as a member of the Beutel Goodman Management Committee, Bruce sits on the Board of Directors and also oversees the firm’s client service and marketing activities. Bruce was CEO of Connor Clark & Lunn’s Private Capital division before joining Beutel Goodman and is a graduate of the University of Western Ontario.

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2. Craig Auwaerter, MBA, CFA, Vice President, Client Service/Business Development

   Craig Auwaerter, MBA, CFA, Vice President, Client Service/Business Development

   Craig joined Beutel Goodman in 2010 and has over 20 years of investment industry experience. He is responsible for institutional client servicing and business development. Prior to joining Beutel Goodman, Craig was Vice President, Head of Institutional Business Development and Client Service at KBSH Capital Management Inc. Craig is a graduate of York University and a CFA charterholder.

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3. John G. Shuter, Vice President, Client Service/Business Development

   John G. Shuter, Vice President, Client Service/Business Development

   John is another 25-year investment industry veteran. He joined Beutel Goodman in 2003 and is responsible for institutional client servicing and business development. Previously, John spent many years working closely with both corporations and individual investors as Vice President and Director of TD Securities. John is a graduate of Bishop’s University.

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4. Lori MacKay, CFA, Vice President, Client Service/Business Development

   Lori MacKay, CFA, Vice President, Client Service/Business Development

   Lori joined Beutel Goodman in 2013 and has over 25 years of investment industry experience. She is responsible for institutional client servicing and business development. Prior to joining Beutel Goodman, Lori was Managing Director, Business Head at Legg Mason where was responsible for the firm’s business development and client service strategy. Lori is a graduate of the University of Calgary and a CFA charterholder.

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5. Nancy Chew, Assistant Vice President, Client Service

   Nancy Chew, Assistant Vice President, Client Service

   Nancy joined Beutel Goodman in 2005 and is responsible for providing institutional client servicing. Earlier in her career, Nancy worked in consulting at Brendan Wood International. Nancy is a graduate of the University of Western Ontario and has completed Level 1 of the CFA program.

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6. Karim Aboo, Senior Associate, Client Service

   Karim Aboo, Senior Associate, Client Service

   Karim joined Beutel Goodman in 2012 and has over 20 years of investment experience. He provides client service support to BG's institutional relationship managers. Prior to joining Beutel Goodman, Karim worked as Director of Operations and Fund Treasury at UBS Global Asset Management (Canada) Inc. Karim has a diploma in Business Administration from The Technical University of Mombasa in Kenya.
   

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7. Jennifer Edmunds, Associate, Client Service

   Jennifer Edmunds, Associate, Client Service

   Jennifer joined Beutel Goodman in 2013 and has over 4 years of investment experience. She provides client service support to BG's institutional relationship managers. Prior to joining Beutel Goodman, Jennifer worked for KingSett Capital. She is a graduate of Queen's University.

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8. Elaine Lee, Associate, CRM and Database

   Elaine Lee, Associate, CRM and Database

   Elaine joined Beutel Goodman in 2012 and has over 5 years of investment experience. She oversees our CRM and database inputs, and coordinates RFI responses for both consultants and prospective clients. Prior to joining Beutel Goodman, Elaine worked for Northgate Minerals Corporation. She is a graduate of Ryerson University.
   

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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

   Paul Hamilton, CFA, Vice President, Managed Assets

   Paul joined Beutel Goodman in 2007 and has over 20 years of investment industry experience. He leads the managed assets team and is responsible for client service, marketing and business development activities for Beutel Goodman’s SMA and mutual fund strategies across the central region of Canada. Paul’s previous experience included a leadership role as Vice President of Managed Accounts with Laketon Investment Management. Paul is a graduate of the University of Western Ontario and a CFA charterholder.

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2. Jillian Sumner, CFP, CIM, FCSI, Regional Director, Managed Assets, Eastern Canada

   Jillian Sumner, CFP, CIM, FCSI, Regional Director, Managed Assets, Eastern Canada

   Jillian joined Beutel Goodman in 2010 and has over 10 years of investment industry experience. She is responsible for client service, marketing and business development activities for Beutel Goodman’s SMA and mutual fund strategies across Eastern Canada. Prior to joining Beutel Goodman, Jillian worked in client service at Fidelity Investments and Kingwest & Company. Jillian is a graduate of the University of Western Ontario.

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