Team

Investment CommitteeYears Investment
Experience
Investment
Responsibilities
Leigh Pullen, CFA
President & CIO
40Chief Investment Officer
Wendy Booker-Urban, BA
VP, Private Client Services
14Fixed Income & Financials
Joe Jugovic, BA, CFA
VP, Investments
11Small & Mid Caps
Darren Dansereau, B.Comm, CFA
Portfolio Manager
10Mid & Large Caps
Ian Cooke, B.Comm, CFA
Portfolio Manager
6Small & Mid Caps
Mark Dyki, B.Comm
Research Associate
1Canadian Equity Research
ConsultantsYears Investment
Experience
Investment
Responsibilities
Charles Coupal, MBA, B.Eng, CFA
Research Consultant
42Equities
Administrative SupportYears Industry ExperienceResponsibilities
Maria Shaw
Supervisor, Client Services & Administration
8Private Client Administration
Kim Yardley
Controller
20Firm Financials / Office Administration
Vanessa Rohl, B.Comm
Communications Manager
5Marketing
Rada Glaz, BA
Portfolio Administrator
1Trading Administration