Investment Team
Our Private Wealth Advisors and clients have direct access to our in-house investment team.
On This Page:
Leadership Team Canadian Equities U.S. Equities International Equities Small-Mid Cap Equities Fixed Income External ManagersLeadership Team
Scott Blair, CFA
Chief Investment Officer
Malcolm Jones, MBA, CFA
Head of Fixed Income, Senior Portfolio Manager
Gil Lamothe, CFA
Head of Canadian Equities, Senior Portfolio Manager
Ric Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
See Full BioRic Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
Saket Mundra, CFA, MBA
Co-Head of U.S. Equities & Senior Portfolio Manager
Lilly Tzvetkova, CFA
Co-Head of U.S. Equities & Senior Portfolio Manager
Edward Friedman, CFA, MBA
Senior Portfolio Manager, Small-Mid Cap Equities
Canadian Equities
Gil Lamothe, CFA
Head of Canadian Equities, Senior Portfolio Manager
Connor Barth, CFA
Senior Research Analyst, Canadian Equities
U.S. Equities
Lilly Tzvetkova, CFA
Co-Head of U.S. Equities & Senior Portfolio Manager
Saket Mundra, CFA, MBA
Co-Head of U.S. Equities & Senior Portfolio Manager
Glen Chui
Senior Research Analyst, U.S. Equities
Matt Muirhead, ASA
Research Analyst, U.S. Equities
International Equities
Ric Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
See Full BioRic Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
Jimmy Desai, CFA, MBA
Associate Portfolio Manager, International Equities
Imran Usmani, CPA, CA, CFA
Associate Portfolio Manager, International Equities
Small-Mid Cap Equities
Edward Friedman, CFA, MBA
Senior Portfolio Manager, Small-Mid Cap Equities
Nick Otton, CFA, MBA
Senior Research Analyst, Small-Mid Cap Equities
Fixed Income
Malcolm Jones, MBA, CFA
Head of Fixed Income, Senior Portfolio Manager
Ric Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
See Full BioRic Palombi, CFA
Senior Portfolio Manager, International Equities and Alternative Income
External Managers
Sarim Ehtesham, CFA, MBA
Senior Manager, External Research
David Pelletier
Senior Research Analyst, External Managers
Industry Insights
Our investment team understands the significance of staying in touch with our clients. As such, they produce regular client communications through our monthly market updates, quarterly Points in Time, and more.