Meet The Team

Senior Portfolio Manager & Senior Investment Advisor

CFA

Chris has over 20 years of investment industry experience, including investment management, consulting research and relationship management. He is a member of the CFA Institute, the Toronto CFA Society, and the SickKids Innovators Program.

Administrative Associate

Matilda has over 25 years of financial services experience, during which time she has worked in the private client divisions of investment management firms.

Client Service Associate

Yulia graduated from Toronto Metropolitan University where she studied economics. She is working towards her Certified Financial Planner (CFP^®) designation and previously worked on an investment management team at another financial institution.

Administrative Associate

Deborah has a long history in marketing and administration, during which time she has held various positions in the investment management, telecommunications and not-for-profit sectors.