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VP Operations

Head of Private Assets

Chief Financial Officer

Chief Customer Experience Officer

Chief Legal Officer

COO & Head of Product

Marlo Kravetsky

Head of Regulatory Affairs & Chief Privacy Officer

CEO

Greg Taylor, CFA

Chief Investment Officer

VP & Controller in Operations

VP Operations

Head of Private Assets

Chief Financial Officer

Chief Customer Experience Officer

Chief Legal Officer

COO & Head of Product

Marlo Kravetsky

Head of Regulatory Affairs & Chief Privacy Officer

Sales

Meg Christopherson

VP, Sales BC

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Peter Giglio, CFA

Business Development Manager

VP, National Accounts

VP, Institutional Relationships

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VP, Sales Eastern Region

Head of Advisor Sales

VP, Sales Ontario

Meg Christopherson

VP, Sales BC

Business Development Manager

Peter Giglio, CFA

Business Development Manager

VP, National Accounts

VP, Institutional Relationships

VP, Sales Ontario

VP, Sales Eastern Region

Head of Advisor Sales

VP, Sales Ontario

Meg Christopherson

VP, Sales BC

Business Development Manager

Peter Giglio, CFA

Business Development Manager

VP, National Accounts

VP, Institutional Relationships

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Nawan Butt, CFA

Head of Capital Markets & Portfolio Manager

Portfolio Manager

Craig Basinger, CFA

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Ragheb Othmani, CFA

Analyst

Greg Taylor, CFA

Chief Investment Officer

Sandy Liang, CFA

Head of Fixed Income, Lead Portfolio Manager

Portfolio Manager

Portfolio Manager

Ilia Verpakhovski, CFA

Associate Portfolio Manager

Yvette Antoniak

Account Manager

Nicholas Mersch, CFA

Portfolio Manager

Hilbert Wan, CFA

Associate Portfolio Manager

Jeremy Lin, CFA

Portfolio Manager

Brett Gustafson

Portfolio Analyst

Jason Chen, CFA, FRM

Portfolio Manager, Systematic Investing

Trader

Nawan Butt, CFA

Head of Capital Markets & Portfolio Manager

Portfolio Manager

Craig Basinger, CFA

Chief Market Strategist

Ragheb Othmani, CFA

Analyst

Greg Taylor, CFA

Chief Investment Officer

Sandy Liang, CFA

Head of Fixed Income, Lead Portfolio Manager

Portfolio Manager

Portfolio Manager

Ilia Verpakhovski, CFA

Associate Portfolio Manager

Yvette Antoniak

Account Manager

Nicholas Mersch, CFA

Portfolio Manager

Hilbert Wan, CFA

Associate Portfolio Manager

Jeremy Lin, CFA

Portfolio Manager

Brett Gustafson

Portfolio Analyst

Jason Chen, CFA, FRM

Portfolio Manager, Systematic Investing

Trader

Nawan Butt, CFA

Head of Capital Markets & Portfolio Manager

Portfolio Manager

Craig Basinger, CFA

Chief Market Strategist

Ragheb Othmani, CFA

Analyst

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COO & Head of Product

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Product Manager

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