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Client Service

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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
  2. Jillian Sumner, CFP, CIM, FCSI, Regional Director, Managed Assets, Eastern Canada
  3. Don Barnett, Regional Director, Managed Assets, B.C. and Alberta

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.

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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.

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  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