Contact Us

Institutional Sales
photo of Michael Barnett
Michael Barnett Executive Vice President, Institutional (416) 217-7773
photo of Shane Ayres
Shane Ayres Vice President, Institutional Distribution (416) 217-7758
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
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
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
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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.

 

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.