Meet Our Team

Ken Rae, CFA

Chairman and CEO, Investment Counsellor/Portfolio Manager

Brian Lipskie, CFA

President and Chief Compliance Officer, Investment Counsellor/Portfolio Manager

Rick Vandermey, CFA

Chief Investment Officer, Investment Counsellor/Portfolio Manager

Sheila Yendt

Deputy Chief Operations Officer & Business Development

Dave Brune, CFA, CFP

Vice-President & Portfolio Manager

Taylor Echlin, FCSI

Vice-President & Portfolio Manager

David Martin, CIM

Vice-President & Portfolio Manager

Andréa Miljkovic, CFA

Vice-President & Portfolio Manager

David Paleczny

Vice-President & Portfolio Manager

Derek Rae, CIM

Vice-President & Portfolio Manager

Robin Stanton, CFA

Portfolio Manager

Alex Stoody, CFA

Portfolio Manager

Jim Harper, FCA

Client Development Consultant

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.

Meet Our Team

Client Service and Administrative Staff

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