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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
  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

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. 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 Associate
  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.

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  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