Meet Our Team

Our entire team is dedicated to your success. Our team has the skills and expertise to help you meet your investment objectives.
We pride ourselves in our “listen first” approach and are always willing to go the extra mile to help you succeed.

Leadership

brian-lipskie

Brian Lipskie, CFA

President & COO, Investment Counsellor/Portfolio Manager

ken-rae

Ken Rae, CFA

Retired Co-Founder

sheila-yendt

Sheila Yendt

Deputy Chief Operating Officer

Compliance

Joe Banwait, CPA, CMA

Chief Compliance Officer

Investment Management

dave-brune

Dave Brune, CFA, CFP

Vice-President & Portfolio Manager

heather-dewar

Heather J. Dewar, CIM

Client Relationship Manager – Advising Representative

andrea-miljkovic

Andréa Miljkovic, CFA

Vice-President & Portfolio Manager

derek-rae

Derek Rae, CIM

Vice-President & Portfolio Manager

robin-stanton

Robin Stanton, CFA

Vice-President & Portfolio Manager

alex-stoody

Alex Stoody, CFA

Vice-President & Portfolio Manager

Jason Taylor

Associate Portfolio Manager

John Zondo, CFA

Portfolio Manager

Client Services

Laura Cornell

Client Service Associate

sarah-egan

Sarah Egan

Client Service Associate & Pooled Fund Administrator

rebecca-jackson

Rebecca Jackson

Client Service Associate

Kris Lessard

Supervisor of Administration & Client Service Associate

faulene-mcnanney

Faulene McNanney

Senior Client Service Associate

laurie-orlik

Laurie Orlik

Client Service Associate

Lokesh Patel

Client Service Associate & Compliance Support

Marketing and Development

jim-harper

Jim Harper, FCA

Business Advisor & Strategist

becky-miller

Becky Miller

Marketing Coordinator & Executive Assistant to the President

Administrative Support Services

Stacey Crosby

Donations Coordinator & Client Service Associate

laura-king

Laura King

Back Office Administrator & Trade Processor

Helen Snow

Front Office Administrator