Team

Team

Every aspect of our clients' portfolios is overseen by a dedicated team of investment experts.

Our Areas of Expertise

Our experienced investment professionals work closely with each other to ensure that our clients' portfolios are expertly positioned to capitalize on the long-term opportunities of value investing.

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Alex Demens

Alex Demens

Associate - Private Clients & Foundations
Alexei Konopkine

Alexei Konopkine

Principal, Portfolio Manager - Fixed Income
Andrew Hoffman

Andrew Hoffman

Principal, Portfolio Manager - Private Clients & Foundations
Bob Lau

Bob Lau

Principal, Head of Equity Trading
Catherine Heath

Catherine Heath

Principal, Portfolio Manager - Institutional Clients
Cecilia Wong

Cecilia Wong

Managing Principal, Chief Financial Officer
Christen Mikhael

Christen Mikhael

Principal, Associate - Private Clients & Foundations
Cindy Huang

Cindy Huang

Principal, Portfolio Manager - Private Clients & Foundations
Colin Boese

Colin Boese

Principal, Portfolio Manager - Fixed Income
Dalyce Seitz

Dalyce Seitz

Principal, Portfolio Manager - Private Clients & Foundations
Danielle Goodin

Danielle Goodin

Principal, Associate - Private Clients & Foundations
Daren Atkinson

Daren Atkinson

Principal, Portfolio Manager - Institutional Clients
Dave Jiles

Dave Jiles

Managing Principal, Portfolio Manager - Head, Canadian Equity
David Slater

David Slater

Principal, Portfolio Manager - Head, US Small/Mid Cap Equity
Dhruv Mallick

Dhruv Mallick

Principal, Portfolio Manager - Head, Credit
Eric Lam

Eric Lam

Principal, Portfolio Manager - Fixed Income
Gary Wong

Gary Wong

Principal, Associate Portfolio Manager - Institutional Clients
Greg Chant

Greg Chant

Principal, Portfolio Manager - Private Clients & Foundations
Hayley Hicks

Hayley Hicks

Associate - Private Clients & Foundations
James Dungate

James Dungate

Principal - Investment Funds
Jeff Daley

Jeff Daley

Principal, Portfolio Manager - Equity
Jerry Koonar

Jerry Koonar

Principal, Portfolio Manager - Head, Private Clients Calgary
Jim Gilliland

Jim Gilliland

Managing Principal, President & CEO - Head, Fixed Income
Jonathon Palfrey

Jonathon Palfrey

Managing Principal, Portfolio Manager - Head, Private Clients
Karey Irwin

Karey Irwin

Principal, Portfolio Manager - Private Clients & Foundations
Kirsten Nelms

Kirsten Nelms

Principal, Portfolio Manager - Private Clients & Foundations
Leanne Scott

Leanne Scott

Managing Principal, Portfolio Manager - Head, Private Clients Vancouver
Lisa Meger

Lisa Meger

Principal, Portfolio Manager - ESG
Maggie Hofmann

Maggie Hofmann

Principal, Associate Portfolio Manager - Institutional Clients
Marc Williams

Marc Williams

Principal, Portfolio Manager - Institutional Clients
Marco Tang

Marco Tang

Principal, Portfolio Manager - Equity
Matt Cook

Matt Cook

Principal, Associate Portfolio Manager – Private Clients & Foundations
Matt Kidwell

Matt Kidwell

Portfolio Manager - Private Clients & Foundations
Michael Job

Michael Job

Managing Principal, Portfolio Manager - Head, Indigenous Clients
Michael Schaab

Michael Schaab

Principal, Portfolio Manager - Head, Foundation Clients
Michelle Zuliani

Michelle Zuliani

Principal, Portfolio Manager - Fixed Income
Mike Baker

Mike Baker

Principal, Portfolio Manager - Head, Private Clients Toronto
Mike Wallberg

Mike Wallberg

Principal, Head of Marketing & Communications
Nader Ahmed

Nader Ahmed

Principal, Portfolio Manager - Equity
Nick Szucs

Nick Szucs

Managing Principal, Portfolio Manager - Equity
Noor Walia

Noor Walia

Research Associate - Fixed Income & ESG
Perry Teperson

Perry Teperson

Managing Principal, Portfolio Manager - Head, Institutional Clients
Prabjot Sidhu

Prabjot Sidhu

Research Associate - Equity
Richard Liley

Richard Liley

Principal, Portfolio Manager - Equity
Ronak Tahazadeh

Ronak Tahazadeh

Associate - Institutional Clients
Ryan Goulding

Ryan Goulding

Principal, Portfolio Manager - Head, Interest Rates
Sean Greenhalgh

Sean Greenhalgh

Principal, Portfolio Manager - Fixed Income
Shannon Sheppard

Shannon Sheppard

Associate - Private Clients & Foundations
Stephanie Hickmott

Stephanie Hickmott

Principal, Portfolio Manager - Private Clients & Foundations
Tamsin Wilding

Tamsin Wilding

Principal, Portfolio Manager - Fixed Income
Terry Chong

Terry Chong

Principal, Portfolio Manager - Equity
Tricia Wu

Tricia Wu

Principal, Portfolio Manager - Private Clients & Foundations
Victoria Gooderham

Victoria Gooderham

Principal, Portfolio Manager - Private Clients & Foundations
Virginia Au

Virginia Au

Principal, Portfolio Manager - Head, Global Equity