Meet the Team

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Leadership

View profile of Douglas C. Brown

Chair, Governance

Douglas C. Brown

Co-Founder, President & CEO

View profile of Mark A. Kinney

Chair

Mark A. Kinney, MBA, CFA®

Co-Founder & Chief Investment Officer

View profile of David T. Lloyd

David T. Lloyd, CPA, CA

Co-Founder & Chief Wealth Management Officer

View profile of Kelly A. Baird

Kelly A. Baird, CPA, CA

Chief Financial & Operating Officer

View profile of Pam Brenman

Pam Brenman

Chief Compliance Officer

View profile of Elizabeth Pizzinato

Elizabeth Pizzinato

Chief Marketing Officer

View profile of J. David Cole

Vice Chair

J. David Cole, CFA®

Managing Director & Portfolio Manager

View profile of Stephen R. Hafner

Stephen R. Hafner, CFA®

Managing Director & Portfolio Manager

View profile of Aubrey W. Baillie

Aubrey W. Baillie

Chairman Emeritus

View profile of Donald L. Lenz

Donald L. Lenz

Senior Consultant

The Team

View profile of Aidan Peacock

Aidan Peacock, CFA®

Associate Portfolio Manager

View profile of Alan Pilkey

Alan Pilkey, CPA, CA, CFA®, CFP®

Portfolio Manager

View profile of Amélie Beauregard

Amélie Beauregard, MBA, CIM®

Portfolio Manager

View profile of Andrew G. Thomson

Andrew G. Thomson, MBA, CFA®

Managing Director & Portfolio Manager

View profile of Caitlin A. Chapman

Caitlin A. Chapman, CFA®

Portfolio Manager

View profile of Curtis Perks

Curtis Perks, CIM®

Portfolio Manager

View profile of Daniel Girard

Daniel Girard, CFP®, CIMA®, CIM®

Managing Director & Portfolio Manager

View profile of David T. Lloyd

David T. Lloyd, CPA, CA

Co-Founder & Chief Wealth Management Officer

View profile of Derek Whiston

Derek Whiston, CFA®

Associate Portfolio Manager

View profile of Donald L. Lenz

Donald L. Lenz

Senior Consultant

View profile of Douglas C. Brown

Chair, Governance

Douglas C. Brown

Co-Founder, President & CEO

View profile of Drew A. Oliver

Drew A. Oliver, BCom

Associate Portfolio Manager

View profile of Erika Friesen

Erika Friesen, MBA, CFP®, CIM®

Associate Portfolio Manager

View profile of Evgeniya Pollock

Evgeniya Pollock, CPA, CFP®, CIM®, MA

Vice President, Wealth Planning Group

View profile of Ian Maclean

Ian Maclean, CFA®

Portfolio Manager

View profile of J. David Cole

Vice Chair

J. David Cole, CFA®

Managing Director & Portfolio Manager

View profile of Jamie Lloyd

Jamie Lloyd, CIM®, MFA-P™

Portfolio Manager

View profile of Jamie MacNicol

Jamie MacNicol, CIM®

Associate

View profile of Jansen Shrubb

Jansen Shrubb, MBA, CIM®

Portfolio Manager

View profile of Jordan Schwann

Jordan Schwann, CFA®

Managing Director & Portfolio Manager

View profile of Jordan Youl

Jordan Youl, CIM®, CMT®, FCSI®

Portfolio Manager

View profile of Katia Ivanova

Katia Ivanova, CFA®

Portfolio Manager

View profile of Kevin A. Dean

Kevin A. Dean, CFA®, CIWM

Managing Director & Portfolio Manager

View profile of Kyle A. Smith

Kyle A. Smith, MBA, CFA®

Managing Director & Portfolio Manager

View profile of Mark A. Kinney

Chair

Mark A. Kinney, MBA, CFA®

Co-Founder & Chief Investment Officer

View profile of Mark Aloysius

Mark Aloysius, CFA®, CFP®

Associate Portfolio Manager

View profile of Matt Reynolds

Matt Reynolds, CFA®, MFA-P™

Managing Director, Western Canada & Referral Network

View profile of Michael Southern

Michael Southern, CFA®

Portfolio Manager

View profile of Michael Vanderburgh

Michael Vanderburgh, MBA, CFA®, CFP®

Managing Director & Portfolio Manager

View profile of Owen Clarke

Owen Clarke, BMOS

Vice President, Business Development

View profile of Peter Churchill-Smith

Peter Churchill-Smith, MBA

Managing Director & Portfolio Manager

View profile of Richard Colton

Richard Colton, CFA®, CIM®

Portfolio Manager

View profile of Robert W. Clark

Robert W. Clark, CFP®, CLU, FEA

President, Newport Insurance

View profile of Russ Hafer

Russ Hafer, CFP®, CIM®, FCSI®

Client Relationship Manager

View profile of Scott Campbell

Scott Campbell, CFA®

Associate Portfolio Manager

View profile of Stephen R. Hafner

Stephen R. Hafner, CFA®

Managing Director & Portfolio Manager