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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