Meet Our Team

Ken Rae, CFA

Ken Rae, CFA

Chairman and CEO, Investment Counsellor/Portfolio Manager

Brian Lipskie, CFA

Brian Lipskie, CFA

President and Chief Compliance Officer, Investment Counsellor/Portfolio Manager

Ted Brough, CFA

Ted Brough, CFA

Chief Investment Officer, Investment Counsellor/Portfolio Manager

Rick Vandermey, CFA

Deputy Chief Investment Officer, Investment Counsellor/Portfolio Manager

Jo-Ann Carlisle, CIM

Jo-Ann Carlisle, CIM

Deputy Chief Compliance Officer, Investment Counsellor/ Portfolio Manager

Dave Brune, CFA, CFP

Dave Brune, CFA, CFP

Investment Counsellor/Portfolio Manager

Taylor Echlin, FCSI

Taylor Echlin, FCSI

Investment Counsellor/Portfolio Manager

David Martin, CIM

David Martin, CIM

Investment Counsellor/Portfolio Manager

Andréa Miljkovic, CFA

Andréa Miljkovic, CFA

Investment Counsellor/Portfolio Manager

David Paleczny

David Paleczny

Investment Counsellor/Portfolio Manager

Derek Rae, CIM

Derek Rae, CIM

Investment Counsellor/Portfolio Manager

Alex Stoody, CIM

Portfolio Manager Assistant

Jim Harper, FCA

Jim Harper, FCA

Director of Marketing and Client Development

Sheila Yendt

Sheila Yendt

Client Development and Manager of Operations

Client Service and Administrative Staff

A valuable role in our services to clients and investment processes is performed by our capable and experienced client service associates and administrative staff.