YOUR TEAM AT HIGHVIEW

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Greg Rodger

CFA

CEO & Chief Investment Officer

416.801.3481

[email protected]

Biography & More Information

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Adam G.E. Laird

MBA, CFA, CIM

President

905.599.7050

[email protected]

Biography & More Information

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Loren Francis

MBA, FCPA, FCA, CIM

Principal

905.330.2219

[email protected]

Biography & More Information

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Dan Hallett

CFA, CFP

Principal, Head of Research

905.363.7156

[email protected]

Biography & More Information

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Ian Calvert

CFP, CIM

Principal, Head of Wealth Planning

905.570.3854

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Sarina_3-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Sarina_3-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Sarina_3-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Sarina_3-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Sarina_3-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Sarina Senra

_

Manager, Business Services

905.399.7174

[email protected]

Biography & More Information

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Phil Marynowicz

CFA

Portfolio Analyst

365.773.4990

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Cristina_6-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Cristina_6-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Cristina_6-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Cristina_6-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Cristina_6-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Cristina Botez

CIM

Senior Counselling Associate

905.399.6837

[email protected]

Biography & More Information

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Jordan Goddard

HBA

Marketing Associate

905.330.1890

[email protected]

Biography & More Information

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Geoffrey Schwandt

H.B. Com

Portfolio Implementation Associate

289.242.7837

[email protected]

Biography & More Information

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Amelia Bi

BCom

Counselling Associate

289.218.9549

[email protected]

Biography & More Information

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Bianca Leventakis

BCom, BA

Counselling Associate

289.218.6387

[email protected]

Biography & More Information

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Monique Cote

HBA

Associate, Client Experience

289.681.8898

[email protected]

Biography & More Information

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Jessie Lam

CPA, CGA, MSc

Controller

289.218.9387

[email protected]

Biography & More Information