Team

Investment CommitteeYears Investment
Experience
Investment
Responsibilities
Leigh Pullen, CFA
Chairman & CIO
42Chief Investment Officer
Joe Jugovic, BA, CFA
President
14Small & Mid Caps
Wendy Booker-Urban, BA
VP, Private Client Services
20Fixed Income & Financials
Darren Dansereau, B.Comm, CFA
VP & Portfolio Manager
13Mid & Large Caps
Ian Cooke, B.Comm, CFA
VP & Portfolio Manager
10Small & Mid Caps
Mark Dyki, B.Comm
Trader/Research Associate
3Trading & Equity Research
Ryan Watson, BA, MBA
Research Associate
4Equity Research
Clement Chiang, BA, MBA
Research Associate
3Fixed Income
Administrative SupportYears Industry ExperienceResponsibilities
Maria Shaw
Client Administrator
12Private Client Administration
Kim Yardley
Controller
23Firm Financials / Office Administration
Ashley Pullen, BFA
Portfolio Administrator
8Trading Administration
Rada Glaz, BA
Communications Manager
5Trading Administration
Vanessa Rohl, B.Comm
Client Services Manager
8Marketing/Reporting