Contact the Team

Leadership
photo of Michael Barnett
Michael Barnett Executive Vice President, Institutional (416) 217-7773
Institutional Sales
photo of Gary Chateram
Gary Chateram Vice President, Institutional Sales,
Quebec, Eastern Canada & Ottawa (514) 866-7320
photo of Catherine Dimitriadis
Catherine Dimitriadis Vice President, Institutional Sales,
Manitoba, Saskatchewan & Ontario (416) 217-7657
photo of David Shedd
David Shedd Vice President, Institutional Sales,
British Columbia, Alberta & Ontario (416) 307-5573
photo of Shane Ayres
Shane Ayres Vice President, Institutional Distribution (416) 217-7758
photo of Ian Bell
Ian Bell Director, Key Accounts (416) 217-7526
Consultant Relations
photo of Tracey Wong
Tracey Wong Vice President, Consultant Relations (416) 217-7077
photo of Enlai Lim Ubani
Enlai Lim Ubani Director, Consultant Relations (416) 217-7335
photo of Ryan Hendy
Ryan Hendy Director, Consultant Relations (514) 866-7394
photo of Imtiyaz Rajwani
Imtiyaz Rajwani Manager, Consultant Relations (416) 217-7627
photo of Anna Tran
Anna Tran Consultant Relations Manager (416) 217-5844
Client Management
photo of Rajan Burney
Rajan Burney Vice President, Institutional Client Management (416) 307-5261
photo of Lawrence Lim
Lawrence Lim Director, Institutional Client Management (416) 217-7528
photo of Jeff Poulin
Jeff Poulin Director, Institutional Client Management (514) 866-7307
photo of Vincent Yu
Vincent Yu Director, Institutional Client Management (416) 307-5246
photo of Samantha Lamon
Samantha Lamon Institutional Services Manager (416) 217-7595
Products and Marketing
photo of Craig Strachan
Craig Strachan Vice President, Institutional Products
and Marketing (416) 307-5597
photo of Adriana Meixner
Adriana Meixner Director, Institutional Products
and Solutions (416) 217-7652
photo of Laïta Le Maguer
Laïta Le Maguer Director, Institutional Marketing (416) 307-5278
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For institutional use only

Home Our Philosophy

What We Believe

We believe in fundamental bottom-up research that is focused on identifying opportunities that offer stable growth through an investment cycle.

Combined with prudent risk management and portfolio construction expertise, this allows us to offer best-in-class solutions aligned with our clients’ interests. 

RESEARCH EXCELLENCE

Our global research capabilities and portfolio construction expertise allows us to combine investment insights and our unique perspectives into actionable solutions to meet the needs of our clients.

 

PROPRIETARY INSIGHTS
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Exclusive access to in-house research, unavailable to others.
UNRIVALLED ACCESS
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Unparalleled access to company management, central bankers and policymakers around the world.

Our analysts carry out on-the-ground research—visiting companies and speaking to customers, competitors, suppliers and independent experts to gain conviction.
360° VIEW ON COMPANIES
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We combine insights from equity and credit research to form a 360° view on companies.

DELIVERING CONSISTENT RISK-ADJUSTED RETURNS

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CLIENT-FOCUSED ALIGNMENT

  • A commitment to understanding each client’s business, goals and expectations.
  • Proprietary portfolio risk management.
  • A client-service culture focused on accountability, accessibility and transparency.

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