Meet Our Team Leadership Brian Lipskie, CFAPresident & COO, Investment Counsellor/Portfolio Manager Ken Rae, CFAVice-Chairman, Investment Counsellor/Portfolio Manager Sheila YendtDeputy Chief Operating Officer Compliance Joe Banwait, CPA, CMAChief Compliance Officer Investment Management Dave Brune, CFA, CFPVice-President & Portfolio Manager Heather J. Dewar, CIMClient Relationship Manager – Advising Representative Andréa Miljkovic, CFAVice-President & Portfolio Manager David PalecznyVice-President & Portfolio Manager Derek Rae, CIMVice-President & Portfolio Manager Robin Stanton, CFAVice-President & Portfolio Manager Alex Stoody, CFAVice-President & Portfolio Manager John Zondo, CFAPortfolio Manager Client Services Laura CornellClient Service Associate Sarah EganClient Service Associate & Pooled Fund Administrator Rebecca JacksonClient Service Associate Kris LessardSupervisor of Administration & Client Service Associate Faulene McNanneySenior Client Service Associate Laurie OrlikClient Service Associate Lokesh PatelClient Service Associate Marketing and Development Jim Harper, FCABusiness Advisor & Strategist Becky MillerMarketing Coordinator & Executive Assistant to the President Administrative Support Services Stacey CrosbyDonations Coordinator & Administrative Support Laura KingBack Office Administrator/Trade Processor Helen SnowFront Office Administrator Print
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