Greg Rodger
CFA
CEO & Chief Investment Officer
Adam G.E. Laird
MBA, CFA, CIM
President
Loren Francis
MBA, FCPA, FCA, CIM
Principal
Dan Hallett
CFA, CFP
Principal, Head of Research
Ian Calvert
CFP, CIM
Principal, Head of Wealth Planning
Sarina Senra
_
Manager, Business Services
Phil Marynowicz
CFA
Portfolio Analyst
Cristina Botez
CIM
Senior Counselling Associate
Jordan Goddard
HBA
Marketing Associate
Geoffrey Schwandt
H.B. Com
Portfolio Implementation Associate
Amelia Bi
BCom
Counselling Associate
Bianca Leventakis
BCom, BA
Counselling Associate
Monique Cote
HBA
Associate, Client Experience
Jessie Lam
CPA, CGA, MSc
Controller
