Our People

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

   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. 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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3. 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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4. 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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5. 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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6. 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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7. Jeffrey Young, MBA, CFA, Senior Vice President, Private Client Group

   Jeffrey Young, MBA, CFA, Senior Vice President, Private Client Group

   Jeff joined Beutel Goodman in 2016 and has over 20 years of investment experience to bring to his portfolio management, client service and business development responsibilities. Prior to joining Beutel Goodman, Jeff was portfolio manager, Co-CEO and CIO at Natixis Global Asset Management, Canada and spent several years at Canada Trust and TD Private Investment Counsel. Jeff is a graduate of the University of Western Ontario and Simon Fraser University and a CFA charterholder.

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