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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

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  1. David Gregoris, MBA, CFA, Managing Director, Fixed Income
  2. Michael J. Gibson, CPA, CA, Managing Director, Operations
  3. Stephen J. Arpin, MA, CFA, Managing Director, Canadian Equities
  4. Rui Cardoso, MBA, CFA, Managing Director, U.S. and International Equities
  5. Jeffrey Young, MBA, CFA, 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. Stephen J. Arpin, MA, CFA, Managing Director, Canadian Equities
  2. James W. Black, CPA, CA, CFA, Vice President, Canadian Equities
  3. William Otton, CFA, Vice President, Canadian Equities
  4. Pat Palozzi, CFA, Vice President, Canadian Equities
  5. Eva Grant, CFA, Vice President, Portfolio Analytics and Responsible Investing
  6. Charlotte Daughney, Vice President, Equity Trading
  7. Vim Thasan, MBA, CFA, Vice President, Canadian Equities

U.S. and International Equity

  1. Rui Cardoso, MBA, CFA, Managing Director, U.S. and International Equities
  2. Glenn Fortin, CFA, Vice President, U.S. and International Equities
  3. Stanley Wu, MBA, CFA, Vice President, U.S. and International Equities
  4. KC Parker, MBA, CFA, Vice President, U.S. and International Equities
  5. Colin Ramkissoon, MBA, CFA, Vice President, U.S. and International Equities
  6. Craig Weisberg, Equity Trader
  7. Ryan Fitzgerald, CFA, Vice President, U.S. and International Equities

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 Analyst
  6. Kathy Tausz, M.I.B., CFA, Quantitative Analyst
  7. Neil McCabe, MBA, CFA, Assistant Vice President, Fixed Income
  8. Chris Mudie, MFin., CFA, Credit Research Analyst

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. David Gregoris, MBA, CFA, Managing Director, Fixed Income
  2. Pat Palozzi, CFA, Vice President, Canadian Equities
  3. Glenn Fortin, CFA, Vice President, U.S. and International Equities
  4. Colin Ramkissoon, MBA, CFA, Vice President, U.S. and International Equities
  5. Derek Brown, MBA, CFA, Senior Vice President, Fixed Income
  6. Jeffrey Young, MBA, CFA, Managing Director, Private Client Group
  7. Tim Hylton, CFA, Senior Vice President, Client Service & Business Development

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. Tim Hylton, CFA, Senior Vice President, Client Service & Business Development
  2. Craig Auwaerter, MBA, CFA, Vice President, Client Service & Business Development
  3. John G. Shuter, Vice President, Client Service & Business Development
  4. Nancy Chew, Vice President, Client Service & Business Development
  5. Dominic Plante, CFA, Vice President, Client Service & Business Development
  6. Karim Aboo, Senior Associate, Client Service
  7. Jennifer Edmunds, Senior Associate, Client Service
  8. Linda Watts, CFA, Vice President, Client Service & Business Development

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
  4. Jessica Helm, Regional Director, Managed Assets, Saskatchewan, Manitoba and Northern Ontario
  5. Luis Chu, CFA, Manager, Inside Sales and Support Analytics, Managed Assets
  6. Laetitia Konan, MBA, Business Development Associate, Managed Assets

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. Jeffrey Young, MBA, CFA, Managing Director, Private Client Group
  2. Steven Smith, CFA, Vice President, Private Client Group
  3. John Cushman, MBA, CFA, Vice President, Private Client Group
  4. Bob Livingston, CFA, Vice President, Private Client Group
  5. Darren Bahadur, MBA, CAIA, Vice President, Private Client Group
  6. Simon Phillips, CIM, Associate Portfolio Manager, Private Client Group
  7. Marcia Wisniewski, 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, Vice President, Finance and Administration
  5. Anna Ferrara, Manager, Performance Measurement & Analytics
  6. Yvonne Leung, Manager, Portfolio Administration
  7. Colinda Ravlic, Manager, Fund Accounting
  8. Shadi Shakra, Vice President, Information and Technology
  9. Janne Farias, Vice President, Enterprise Risk Management

Indigenous Communities

  1. Jeffrey Young, MBA, CFA, Managing Director, Private Client Group
  2. Steven Smith, CFA, Vice President, Private Client Group
  3. Craig Auwaerter, MBA, CFA, Vice President, Client Service & Business Development
  4. Nancy Chew, Vice President, Client Service & Business Development
  5. Simon Phillips, CIM, Associate Portfolio Manager, Private Client Group