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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 Managers

Leadership Team

Scott Blair, CFA

Chief Investment Officer

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Scott Blair, CFA

Chief Investment Officer

Malcolm Jones, MBA, CFA

Head of Fixed Income, Senior Portfolio Manager 

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Malcolm Jones, MBA, CFA

Head of Fixed Income, Senior Portfolio Manager 

Gil Lamothe, CFA

Head of Canadian Equities, Senior Portfolio Manager

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Gil Lamothe, CFA

Head of Canadian Equities, Senior Portfolio Manager

Ric Palombi, CFA

Senior Portfolio Manager, International Equities and Alternative Income

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Ric Palombi, CFA

Senior Portfolio Manager, International Equities and Alternative Income

Saket Mundra, CFA, MBA

Co-Head of U.S. Equities & Senior Portfolio Manager

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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

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Lilly Tzvetkova, CFA

Co-Head of U.S. Equities & Senior Portfolio Manager

Edward Friedman, CFA, MBA

Senior Portfolio Manager, Small-Mid Cap Equities

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Edward Friedman, CFA, MBA

Senior Portfolio Manager, Small-Mid Cap Equities

Canadian Equities

Gil Lamothe, CFA

Head of Canadian Equities, Senior Portfolio Manager

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Gil Lamothe, CFA

Head of Canadian Equities, Senior Portfolio Manager

Connor Barth, CFA

Senior Research Analyst, Canadian Equities 

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Connor Barth, CFA

Senior Research Analyst, Canadian Equities 

U.S. Equities

Lilly Tzvetkova, CFA

Co-Head of U.S. Equities & Senior Portfolio Manager

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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

See Full Bio

Saket Mundra, CFA, MBA

Co-Head of U.S. Equities & Senior Portfolio Manager

Glen Chui

Senior Research Analyst, U.S. Equities

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Glen Chui

Senior Research Analyst, U.S. Equities

Matt Muirhead, ASA

Research Analyst, U.S. Equities

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Matt Muirhead, ASA

Research Analyst, U.S. Equities

International Equities

Ric Palombi, CFA

Senior Portfolio Manager, International Equities and Alternative Income

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Ric Palombi, CFA

Senior Portfolio Manager, International Equities and Alternative Income

Jimmy Desai, CFA, MBA

Associate Portfolio Manager, International Equities

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Jimmy Desai, CFA, MBA

Associate Portfolio Manager, International Equities

Imran Usmani, CPA, CA, CFA

Associate Portfolio Manager, International Equities

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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

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Edward Friedman, CFA, MBA

Senior Portfolio Manager, Small-Mid Cap Equities

Nick Otton, CFA, MBA

Senior Research Analyst, Small-Mid Cap Equities

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Nick Otton, CFA, MBA

Senior Research Analyst, Small-Mid Cap Equities

Fixed Income

Malcolm Jones, MBA, CFA

Head of Fixed Income, Senior Portfolio Manager 

See Full Bio

Malcolm Jones, MBA, CFA

Head of Fixed Income, Senior Portfolio Manager 

Ric Palombi, CFA

Senior Portfolio Manager, International Equities and Alternative Income

See Full Bio

Ric Palombi, CFA

Senior Portfolio Manager, International Equities and Alternative Income

External Managers

Sarim Ehtesham, CFA, MBA

Senior Manager, External Research

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Sarim Ehtesham, CFA, MBA

Senior Manager, External Research

David Pelletier

Senior Research Analyst, External Managers

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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.