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Our leadership team set the strategic direction of the firm and seek industry leading excellence in three key areas—client sales and experience, investment performance and operational depth. In running one of the largest, independent and privately held discretionary investment counsellors in Canada, the team are cognizant that the firm’s success is ultimately measured by our clients’ success.


Catherine Dorazio headshot

Catherine Dorazio
Managing Director, Business Development


Jeff Guise headshot

Jeff Guise
Managing Director, Chief Investment Officer


Corey MacEachern headshot

Corey MacEachern
Managing Director, Business Management & Operations


Tim Griffin headshot

Tim Griffin
Former Chairman