Meet Our Team Ken Rae, CFAChairman and CEO, Investment Counsellor/Portfolio Manager Brian Lipskie, CFAPresident and COO, Investment Counsellor/Portfolio Manager Rick Vandermey, CFAChief Investment Officer, Investment Counsellor/Portfolio Manager Sheila YendtDeputy Chief Operations Officer Joe Banwait, CPA, CMAChief Compliance Officer Dave Brune, CFA, CFPVice-President, and Portfolio Manager Taylor Echlin, FCSIVice-President, and Portfolio Manager David Martin, CIMVice-President, and Portfolio Manager Andréa Miljkovic, CFAVice-President, and Portfolio Manager David PalecznyVice-President, and Portfolio Manager Derek Rae, CIMVice-President, and Portfolio Manager Robin Stanton, CFAVice-President, and Portfolio Manager Alex Stoody, CFAPortfolio Manager Jim Harper, FCABusiness Advisor & Strategist Anita DanielClient Service Associate Heather J. Dewar, CIMSenior Client Services, and Portfolio Management Assistant Sarah EganClient Service Associate Olivia GwynneTrade Processor/Donations Coordinator Rebecca JacksonClient Service Associate Laura KingBack Office Administrator/Trade Processor Faulene McNanneyClient Service Supervisor, and Associate Becky MillerExecutive Assistant to the President Laurie OrlikFront Office Administrator Jane SherkAdministrative Assistant Support Nicole StaleyClient Service Associate Print