Portfolio Management Team
Hussein K. Amad
- Credentials: CGA CFA
- Telephone: 647.776.7484
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- Title: President & CEO
Robert Featherby
- Credentials: CFA MBA P.Eng.
- Telephone: 647.776.0730
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- Title: Fixed Income Portfolio Manager
Brian Lavery
- Credentials: CFA, CMT
- Telephone: 647.776.0654
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- Title: Portfolio Manager
Ruben Kamhi
- Credentials: CIM
- Telephone: 647.776.0468
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- Title: Associate Portfolio Manager
Jillian Wade
- Telephone: 647.776.2007
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- Title: Associate Portfolio Manager & Trader
Client Services Team
Ralph Desando
- Credentials: CA
- Telephone: 647.776.7481
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- Title: Managing Director of Private Investments & Financial Planning
Vida Mascarenhas
- Credentials: CFA
- Telephone: 416.504.2709
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- Title: Director, Compliance
Shannon Doyle
- Credentials: CFA
- Telephone: 519.964.2828
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- Title: Director, Client Portfolios
Joanne Kudakiewicz
- Telephone: 613.751.3770
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- Title: Wealth Advisor
Richard Arbic
- Credentials: CFP
- Telephone: 613.698.7442
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- Title: Investment Advisor
Jennifer Kestenberg
- Telephone: 416.504.2558
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- Title: Portfolio Associate
Jason Greenspan
- Telephone: 416.504.2710
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- Title: Portfolio Associate
Rian Malik
- Telephone: 647.776.7482
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- Title: Associate
Elsa Johnson-Henry
- Credentials: CAMS
- Telephone: 647.776.1459
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- Title: Compliance Officer
Asif Thakor
- Credentials: BComm, CPA-CMA
- Telephone: 647.776.8164
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- Title: Finance Manager
Board of Directors
