KEYNOTE SPEAKER

Randy Ambrosie, Commissioner of the Canadian Football League (CFL)

 

 

 

Randy Ambrosie

Commissioner of the Canadian Football League (CFL)
Randy Ambrosie was named 14th Commissioner of the Canadian Football League (CFL) on June 29th and assumed the role on July 4, 2017. He is the first CFL Commissioner to have played in the league since 1996.
Randy played Canadian football professionally as an offensive guard for the CFL's Calgary Stampeders, Toronto Argonauts, and Edmonton Eskimos. He was selected with the second overall pick in the 1985 CFL Draft by the Stampeders. Over the course of a nine-season career, he played in 142 professional games and became a Grey Cup champion. Ambrosie played college football at the University of Manitoba, where he earned an Honours Bachelor of Commerce Degree.
After he underwent his fifth knee surgery in December 1993 he retired from professional football to pursue his passion for business.
Randy had great success as a branch and regional manager at Midland Walwyn and Merrill Lynch Canada. After the sale of Merrill Lynch Canada to CIBC Wood Gundy Randy became the North American head of sales at HSBC Securities and HSBC Brokerage USA. In May 2004, Ambrosie joined AGF Management Ltd. as their head of sales and marketing and In June 2006, he was appointed President of AGF Funds Inc. During his tenure AGF completed a remarkable transition from business contraction to one of the fastest growing companies in Canada.
Randy joined MacDougall, MacDougall & MacTier (3Macs) as President & CEO mid 2012. Randy led 3Macs through a period of transformational change culminating in the sale of the firm to Raymond James in 2016. During his tenure at 3Macs the senior leadership team led a program of strategic renewal including a series of tuck-in transactions that contributed to significant growth. The sale of the firm to Raymond James received unanimous support from the 3Macs Board of Directors and Shareholders and positioned Canada’s oldest investment firm for continued success.

 
LEADING FACULTY (by last name)

Jon Aikman, Co-founder, Nordai

Craig Alexander, Partner & Chief Economist, Deloitte LLP

Aly Alladina, Vice President, Marketing, Canada, Titan Advisors

Matthew Barnes, Director of Sales, Centurion Asset Management Inc.

Pat Bolland, Media Consultant

Mark Brisley, Managing Director & Head, Dynamic Funds

John Courtliff, Partner, Managing Director & Portfolio Manager, ICM Asset Management

Devon Cranson, Founder and President, Cranson Capital Securities

Pierre duPont, Partner, Cerity Partners

Bobby Eng, Vice President, Head of SPDR ETFS Canada, State Street Global Advisors

Steve Fabian, Senior Vice President, Capital Markets, Canadian Mortgages Inc.

Lillian Ferndriger, Vice President, National Accounts, Ninepoint Partners

James Fox, Co-CEO, Managing Partner, Ninepoint Partners

Andrew Guilfoyle, Partner & Co-founder, Chronicle Wealth

Robert Hudyma, Professor, Ted Rogers School of Management, Ryerson University

Reza Jafer, Head of Wealth Management, Lending Loop

Raj Lala, President and CEO, Evolve ETFs

Dennis E. MacPherson, Senior Vice President, SGGG Fund Services Inc.

Brian McKenzie, Partner, Chronicle Wealth

Wes Mills, Chief Investment Officer, OKR Financial

Dennis Mitchell, CEO & CIO, Starlight Capital

Greg Moore, Vice President, Richter Family Office

Emily Newman, VP, Business Development, Avenue Living Asset Management

Josh Nye, Senior Economist, RBC

Justin Oliver, Business Development, MMCAP Asset Management

Vikram Rajagopalan, Vice President, Retail Sales & National Accounts, Trez Capital

Zachary Schwartz, President, ZSC Inc. and Client Relations, East West Investment Management

Charles Taerk, President & Chief Executive Officer, Faircourt Asset Management

Vikram Rajagopalan, Vice President, Retail Sales & National Accounts, Trez Capital

Leslie Toth, Vice President of Sales and Marketing, RISE Properties Trust

James Wanstall, Vice President, Sales, Invico Capital Corporation

 

 

 

 

Jon Aikman

Co-founder, Nordai


Jon is the co-founder of an artificial intelligence firm, Nordai. Jon was Chief Investment Officer and portfolio manager for an alternative investment firm focused on alternative equity and private debt strategies.
Jon is an advisor to fintechs, investment managers, banks and other financial institutions. Jon has completed advanced certificates on artificial intelligence and fintech from MIT, and is completing a MSc in analytics and machine learning from Georgia Tech. Jon is a Chartered Investment Manager and qualified lawyer in Ontario, England & Wales. He sits on the investment committee of endowment and pension fund of Victoria College at the University of Toronto.
Jon Aikman is an adjunct faculty at Queen’s University and the University of Toronto. He teaches graduate and executive courses in the Master of Finance, MBA, Master of Management of Artificial Intelligence and Master of International Business programs. He has taught a variety of graduate and executive courses, including alternative investments, fintech for executives, artificial intelligence and finance, hedge funds and broker-dealers, derivatives, philosophy of finance, and corporate finance.
He is currently completing a book on “AI and Finance”. He is the author of “When Prime Brokers Fail” published by Bloomberg Press.

 

 

Craig Alexander

Partner & Chief Economist, Deloitte LLP


Craig Alexander is the first Chief Economist at Deloitte Canada. Craig has over 20 years of experience in the private sector as a senior executive and leading economist in applied economics, forecasting and public policy. He has previously held positions as Chief Economist at TD Bank Financial Group and Vice President Economic Analysis at C.D. Howe Institute. Most recently, Craig served as Senior Vice-President and Chief Economist at The Conference Board of Canada, producing macroeconomic forecasts for the Canadian national economy as well as provinces, territories, cities and industries. Craig is a passionate public speaker on economic and public policy issues. Craig holds a graduate degree in Economics from the University of Toronto.

 

 

Aly Alladina

Vice President, Marketing, Canada, Titan Advisors

 

Aly Alladina joined Titan Advisors in May 2019. He is responsible for overseeing business development and client service across the Canadian bank and dealer channels. Prior to joining Titan, Aly spent 18 years as a Portfolio Manager with PCJ Investment Counsel (A CC&L Financial Group Company) where he was responsible for managing large cap, small cap and absolute return mandates. Aly was also responsible for the marketing and client service of the firm’s strategies to institutional, consultant, high net worth and advisor channels. Aly graduated with a BBA degree from Simon Fraser University in 1996 and has been a CFA charterholder since 2001. He is based in Toronto, Canada.

 

 

Matthew Barnes

Director of Sales, Centurion Asset Management Inc.

 

Matthew Barnes joined Centurion REIT in June 2014 and is currently the Director of Sales. He has 20 years of experience in the financial services industry and has worked as a Regional Sales Manager at a large US based ETF provider. Matthew has also held sales and client relationship roles at a major Canadian bank mutual fund where he was the Business Development Manager for Alberta North.

 

 

Pat Bolland

Media Consultant


Longtime business commentator Pat Bolland has been a business thought leader north and south of the border. Pat worked his way up in the investment industry from floor clerk on the Toronto Stock Exchange to VP with a top tier firm before moving into broadcasting. Pat’s been business editor at four major networks, currently Sun New Network on ‘AM Agenda’. He has parlayed his TV hosting skills into media training, corporate PR as well as hosting, moderating and webcasting for events and conferences. Not to mention a lot of lacrosse coaching. Despite all his business and sport acumen he’s best known as “the guy with the ‘stache”. Follow him at @patbolland.

 

 

Mark Brisley

Managing Director & Head, Dynamic Funds


Mark is responsible for the strategic execution and overall management of Dynamic Funds in Canada. Most recently, he led the initiative at Dynamic to bring the experience and track record of their portfolio management capabilities in Hedge Funds and Alternatives to the new asset class of Liquid Alternatives. With a career that spans over 25 years in the asset management and distribution arenas, Mark carries a strong understanding of the needs of advisors and investment dealers and how innovative products and strategies assist in more effective portfolio construction solutions.

 

 

John Courtliff

Partner, Managing Director & Portfolio Manager, ICM Asset Management

 

Mr. Courtliff has been working with ICM since 2011 and is responsible for the management and oversight of ICM’s Canadian and U.S. investment platform and select asset management activities within ICM’s Canadian portfolio. Mr. Courtliff has over 15 years of investment industry experience, beginning his career in investment banking before transitioning to real estate asset and investment management. His experience includes structuring complex domestic and cross-border transactions and investment vehicles, evaluating and underwriting investment opportunities and closing transactions, asset management including development management and portfolio/fund management. He has been directly involved in transactions and the management of over $500 million. Mr. Courtliff received a Bachelor of Commerce in Finance from the University of Calgary including studies at the Vienna University of Economics and Business, Wirtschafts Universitat Wien and holds the Chartered Financial Analyst designation. Mr. Courtliff is fluent in both French and English.

 

 

Devon Cranson

Founder and President, Cranson Capital

 

Devon Cranson is the founder and president of Cranson Capital, a boutique investment banking firm based in Toronto. He has deep expertise in all aspects of commercial financing, M&A and securities.
In 2006, Devon established Cranson Capital Solutions Inc., a corporate finance advisory firm that is focused on helping entrepreneurs with capital raising, M&A and debt advisory services. In 2011, Devon expanded the business by launching Cranson Capital Securities Inc., an Exempt Market Dealer focused on raising capital from accredited investors for private placements in real estate, financial services and growth companies.
Under Devon’s leadership, Cranson Capital is a 6-time winner of the PCMA’s Deal of the Year Award and has been ranked 49th on the Profit 500 fastest growing companies in Canada.
In addition to leading Cranson Capital, Devon acts as the General Partner for three Toronto condo developments, a Trustee of a multifamily residential REIT and a Trustee of three Land Development Funds. Devon also sits on the Boards of a TSX-listed real estate lending company and a senior’s housing company based in Western Canada.

 

 

Pierre duPont

Partner, Cerity Partners

 

Pierre is a semi-retired entrepreneur, private investor, mentor and an advisor for business owners large and small. With his partners at Cerity Partners, he is also a wealth-strategy counsellor for individuals, tech entrepreneurs and business-owners. For five years before that, Pierre was at Two Sigma Investments, where he invested personal capital in private deals in the US, Mainland China and Israel. Through the 90s and early 00s, Pierre was an entrepreneur, co-founding five software companies resulting in 1.5 IPOs, one acquisition and some spectacular failures. Pierre has been a direct investor into businesses in China and the US, and has worked with individuals, families, and companies in both countries. Throughout his life, Pierre has experienced the residual issues and benefits from family ownership of one of the original twelve (and the longest-lived) companies in the Dow Jones, and the challenges and opportunities from family ownership today of one of the twenty-five largest private companies in America. After receiving his BScE from Princeton in 1982, Pierre started his career at Bolt, Beranek & Newman (BBN) as a research scientist and software engineer in computational linguistics, parallel processing, and statistical data analysis. Today his entrepreneurial efforts are focused on his business-owner and multigen-family advisory practices at Cerity Partners, and on supporting the various tech and non-tech companies he advises or on whose boards he sits.

 

 

Bobby Eng

Vice President, Head of SPDR ETFS Canada, State Street Global Advisors


Bobby is a Vice President at State Street Global Advisors, Ltd and Head of SPDR ETF Business Development for Canada. Bobby is responsible for the distribution of SPDR ETFs to institutional investors throughout Canada including pension plans, endowments, foundations, insurance companies, investment consultants, asset managers and banks.
Prior to this role, Bobby was Senior Vice President and Head of Sales at First Trust Portfolios Canada responsible for overall sales and distribution.
He also spent 10 -years at Blackrock Asset Management, most recently as Director & Vice President, Head of National Accounts responsible for asset managers and brokerage senior executive relationships. Bobby was instrumental in the success of the iShares, Exchange Traded Funds business in Canada being responsible for sales and business development across Canada. Bobby also held sales and relationship management roles at Fidelity Investments and National Bank of Canada.
Bobby holds a Bachelor's degree in Finance from Concordia University and holds the Certified Investment Management Analyst (CIMA) designation from the Investment Management Consultant Association (IMCA).

 

 

Steve Fabian

Senior Vice President, Capital Markets, Canadian Mortgages Inc.


Steve Fabian, Senior Vice President, Capital Markets at Canadian Mortgages Inc., is a seasoned Real Estate Finance Professional who partners with organizations to strengthen their business development, client relationships skills, and analytical approach to CRE market and credit decisions. After spending over 20 years working in commercial lending and growing a private mortgage/equity platform from $0 to $180M in 4 years, Steve knows what it means to drive business and build a successful enterprise from the ground up. Steve was previously VP Origination at Institutional Mortgage Capital and Director, Lead CMBS Originator at MCAP Financial Corporation. For more than 10 years, Steve has also been a part-time Professor with Seneca College and Real Estate and Mortgage Institute Canada (REMIC), in their mortgage brokerage licensing program.
Steve has originated, structured and performed due diligence on over $20 Billion in real estate finance opportunities throughout his career and prides himself on his diverse business and academic background. In addition to his extensive industry experience, Steve has been a panellist on the FSCO MBLAA review panel, a board member for the Commercial Real Estate Lenders Association (CRELA), and a member of both the Seneca College and REMIC Education Committees. Steve holds a Bachelor of Arts from York University and an MBA from the University of Hertfordshire.

 

 

Lillian Ferndriger

Vice President, National Accounts, Ninepoint Partners


Lillian Ferndriger is Vice President, National Accounts at Ninepoint Partners. Lillian is the firm’s lead on product approvals, working closely with senior analysts and decision makers at IIROC, EMD and MFDA dealerships, providing education and securing distribution of Ninepoint’s alternative investment solutions – including private debt, options overlaid mutual funds and resource funds.
Lillian has over 15 years experience in financial services. She has been responsible for Ninepoint product approvals for the past 4 years. Previous roles include Inside Sales Manager at Sun Life Global Investments, and inside wholesaler at Manulife Investments and Acuity Funds. Lillian has her Bachelor of Commerce from the University of Toronto and the FMA designation from the Canadian Securities Institute.

 

 

James Fox

Co-CEO, Managing Partner, Ninepoint Partners


James Fox is a founding principal, Co-CEO and Managing Partner of Ninepoint Partners. James oversees all business development, capital raising & marketing initiatives of the firm. Prior to Ninepoint’s formation, James served as the President of Sprott Asset Management LP (SAM) as well as Managing Director of Sprott Private Wealth. In his role at SAM, James initiated the development of new products, formed a wholesale group to increase fund distribution and led marketing efforts to increase the company's brand awareness in Canada and abroad. Notably, James led the Firm’s efforts to launch Sprott Physical Trusts on NYSE Arca and TSX that raised over $4B in assets, and helped lead the successful take-over of the Central Gold Trust ($1B in Assets) by Sprott Physical Gold Trust.
James has a BA in Finance and Economics from the University of Western Ontario and an MBA from the Rotman School of Management at the University of Toronto.

 

 

Andrew Guilfoyle

Partner & Co-founder, Chronicle Wealth


Andrew helps his clients define the life they want to live and the legacy they want to leave. By bringing clarity of purpose and a forward path to their complexity, it allows them to focus on their businesses and family.
He acts as a personal CFO (Chief Financial Officer) for affluent Canadian families. Andrew optimizes their financial situation through co-ordinating their planning, investment, legal, tax and insurance opportunities.
Andrew is a graduate of Queen’s University (Honours, Bachelor of Commerce). He earned his Chartered Accountant (CA) designation while working with PricewaterhouseCoopers (PwC) in Toronto, and then his Chartered Financial Analyst (CFA) designation while working in London, England. Andrew was a co-founder of Guilfoyle Financial in 2003, which evolved into Chronicle Wealth in 2018.
He has sat on numerous industry, charitable and private Boards, including ADVOCIS, the Estate Planning Council of Toronto, the Ontario Jesters, the Toronto General and Western Hospital Foundation planned giving, and Ridley Windows and Doors.
Andrew actively supports charities in the Greater Toronto Area both directly and through the Guilfoyle Financial Foundation.
Andrew enjoys a variety of sports, though some would say he is overly competitive versus his talent level. His most treasured moments are spent with his wife Cheryl and sons Jack, Charlie and William.

 

 

Robert Hudyma

Professor, Ted Rogers School of Management, Ryerson University


Robert is a Professor at Ryerson University in the Ted Rogers School of Management, where he delivers courses in Business Technology Management. His research interests are in: Cryptography, Information Security, Wireless communications systems, Disruptive Innovation and Deep Learning.
Prior to coming to Ryerson, Robert was a Vice-President of R&D for a large multinational corporation where he led a team of engineers and developed computer and consumer electronics products.
Robert holds degrees in Computer Science from the University of Toronto.

 
 

Reza Jafer

Head of Wealth Management, Lending Loop

 

Reza Jafer is the Head of Wealth Management at Lending Loop, Canada's #27 fastest growing company by The Globe & Mail. Reza manages the firm's relationships with Institutions, Family Offices and Accredited investors and overseas strategic growth for retail investors. In less than 2 years, Reza and his team have more than tripled assets under administration. Reza was recently nominated for Digital Finance Institute's FinTech 30 under 30 award.
Reza is a CFA Charterholder and York University BComm alumni where he specialized in Finance. Outside of the office, he is a dedicated husband and proud Torontonian who enjoys traveling and eating his way around the world.

 
 

Raj Lala

President and CEO, Evolve ETFs

 

Mr. Lala is President and Chief Executive Officer of Evolve ETFs. Evolve specializes in bringing innovative ETFs to Canadian investors. Evolve’s suite of ETF products provide investors with access to: (i) long term investment themes; (ii) index-based income strategies; and (iii) some of the world’s leading investment managers. Established by a team of industry veterans with a proven track record of success, Evolve creates investment products that make a difference. Prior to founding Evolve ETFs, Mr. Lala served as Head of WisdomTree Canada – a division of WisdomTree Investments Inc., one of the world’s largest ETF issuers. Prior to this, Mr. Lala was Executive Vice President and Head of Retail Markets for Fiera Capital Corporation, a prominent Canadian investment management firm with over $100 billion in assets under management. Mr. Lala co-founded and served as President and CEO of Propel Capital Corporation (which was acquired by Fiera Capital Corporation in September 2014). Propel raised approximately $1 Billion in structured products in its five years of operation. Prior to Propel, Mr. Lala worked with Jovian Capital and held several roles at Jovian including President of JovFunds Inc., an asset management division of Jovian Capital. Mr. Lala holds a Bachelor’s degree in Economics from the University of Toronto.

 

 

Dennis E. MacPherson

Senior Vice President, SGGG Fund Services Inc.


Mr. Dennis MacPherson has diverse experience in investment fund operations. He began his career with TD Bank Financial Group supporting Greenline Investor Services (now TD Waterhouse Canada), then spent time at AGF Management Ltd., and was then a Director for Unisen Inc. (since bought and exited by Citigroup).
He then returned to TD Bank to run the Client Transfer Services area, for all products and business lines of the Wealth Management Division. He then accepted a senior management role in Investment Fund Operations, where he was responsible for transaction processing for all TD brokerage and retail distribution channels, and all TD Mutual Funds products.
He was then recruited by Felcom Data Services Inc. as the Executive Vice President & Chief Operating Officer, responsible for all day-to-day operations, until it was acquired by CIBC Mellon. After ensuring an orderly transition of all Clients, staff and business processes, he made the decision to assume his current role at SGGG.
Mr. MacPherson has been an industry leader in process improvement change as a Member or Chair of several Committees and Working Groups, and is currently an active Member of the FundSERV Standards Steering Committee (SSC). He has also participated in several high-profile speaking engagements for IFIC, the CCMA, PMAC and AIMA.

 

 

 

Brian McKenzie

Partner, Chronicle Wealth


Having made his first investment at the age of 14, Brian has always been passionate about investing. Today, Brian uses that passion not only to invest his client’s wealth, but to develop focused long-term strategies to help them and their families achieve their personal and professional aspirations. He takes great pride in working collaboratively with lawyers, accountants, and other stakeholders to simplify his client’s finances and allow them to focus on what’s most important to them, be it spending time with family, growing their business, or other pursuits.
Prior to joining Chronicle, Brian worked with Deloitte LLP as part of their Financial Advisory practice. Before that, Brian held direct investment roles with ArcLight Capital Partners, a Boston-based private equity firm, and Brookfield Asset Management, a leading global investor in real estate, infrastructure, and private equity, where he was based in Toronto.
Brian holds a Bachelor of Business Administration degree from the Schulich School of Business at York University. He also holds a MBA from the Tuck School of Business at Dartmouth College, and a Masters in International Law from Tufts University, where he was a Fulbright Scholar.
Outside of the office, Brian enjoys running, baseball, and golf. His happiest times are spent with his wife, Stephanie, and three wonderful daughters, Audrey, Georgia, and Claire.

 

 

 

Wes Mills

Chief Investment Officer, OKR Financial


Wes has 35 years’ experience as an investment professional in finance, portfolio management and asset allocation in both traditional and alternative assets. In the last year he did consulting work on wealth management with a major Credit Union. He was the Chief Investment Officer and Portfolio manager of a private debt portfolio for a leading Exempt Market Dealer for over two years. Prior to that he was with a leading Canadian Bank for over 30 years, spending the bulk of his career in various portfolio management roles ultimately becoming the Chief Investment Officer for the Mutual Fund and Private Client Groups where he was responsible for up to $45bln in assets under management.

He is now the Chief Investment Officer of OKR Financial which primarily lends to companies secured by Government Finance Program (GFP) tax credits as well as traditional commercial bridge financing. Wes works with the credit underwriting team to originate loans as well as the Investment Management group as they service the needs of high net worth clients, family offices and institutional accounts.

Wes graduated from the University of Saskatchewan with a Bachelor of Commerce and MBA. He also holds the Chartered Financial Analyst designation.

 

Wesley (Wes) Mills

Joined OKR Financial in November 2018

Over 35 years experience in Finance, Portfolio Management and Asset Allocation

Consultant on Wealth Management to major Credit Union (2018)

Chief Investment Officer Schedule A Bank Discretionary Asset Management Group (2011-14)

Portfolio Manager; Global Equities (1994-2011), Private Debt (2015-17)

Foreign Exchange Trader and Trade Finance Manager (1984-1993)

B. Comm, MBA; University of Saskatchewan; Chartered Financial Analyst


Quote: "I enjoy constantly learning and adding value for clients"

 

 

Dennis Mitchell

CEO & CIO, Starlight Capital


Dennis is the CEO & CIO of Starlight Capital and he possesses over 15 years of investment industry experience, managing real estate, infrastructure and diversified global equity and balanced mandates.
Dennis Mitchell is the previous EVP & CIO of Sentry Investments where he managed over $3 billion in assets and oversaw $18 billion in assets and an award-winning investment department that won multiple awards for investment leadership and investment management.

 

 

Greg Moore

Vice President, Richter Family Office


Greg Moore is a seasoned wealth management professional with almost 30 years’ experience in global financial markets, working with individuals, institutions, and family offices. He brings a unique, holistic approach to wealth management in a segment of the market that sees value in working alongside an independent, trusted advisor as part of their overarching solution. Greg works with families to help them navigate the complexities of wealth and legacy transmission. Bringing together both a technical skill set, as well as a deep understanding of relational family and enterprise strategy issues, he strives to help families address complex problems through open communication and trust. With Richter Family Office, Greg guides individuals and families looking to build and nurture their personal and generational legacies.

 

 

Emily Newman

VP, Business Development, Avenue Living Asset Management


Emily Newman is VP, Business Development at Avenue Living Asset Management and is responsible for investor relations along with raising capital through the retail channel across Canada. Prior to joining Avenue, Emily was Business Development Manager at Timbercreek. Emily has a BSc in Chemistry from Queen’s University and is currently working towards her CIM designation.

 

 

Josh Nye

Senior Economist, RBC


Josh Nye is a Senior Economist at RBC, focusing on the macroeconomic outlook and monetary policy in Canada and the United States. His research notes include Financial Markets Monthly, a forward-looking analysis of domestic and international economic and financial market trends. His comments are regularly featured in media, including the Globe and Mail, Financial Post and Wall Street Journal. Josh holds a BA (Honours) in Economics from the University of Western Ontario and MSc in Economics from the London School of Economics. He has worked at RBC Economics since 2012.

 
 

Justin Oliver

Business Development, MMCAP Asset Management

 

Justin Oliver has over 15 years of capital markets experience, covering institutions, inclusive of asset managers, hedge funds, pensions, endowment, family offices and insurance companies. After spending his early years obtaining his Chartered Accounting designation, Justin moved into research where he learned, in depth about many sectors, inclusive of golds, metals, oil and gas (international, integrated and oil sands), diversified industries, aerospace and biotech.
Subsequent to spending seven years at the fastest growing independent broker in Canada, CanaccordGenuity, in various capacities (research and sales), Justin proceeded to become a partner at a small brokerage named Fraser Mackenzie.
Fraser, was rolled up after making 30% return on equity for four years based on market conditions. Justin then pursued a new avenue, joining Bank of Montreal to help build out their Exchange Traded Fund Business. In the six years of his tenure, the team grew the assets from eight billion to over fifty billion dollars, making it a significant growth vehicle for BMO as a whole. Justin is now working to build out MMCAPs brand, assets and help drive business development for the firm.

 
 

Vikram Rajagopalan

Vice President, Retail Sales & National Accounts, Trez Capital

 

Vikram joined Trez in 2013 and introduced Trez’ capital investment solutions to retail channels, including family offices and investment advisors.
With over a decade of investment management experience, he was promoted to the critical role of Vice President, Retail Sales and National Accounts at Trez in 2016. Vikram now leads a team of 11 as the company has seen such exponential growth of its assets under management.
Prior to joining Trez, Vikram was Vice President of Client Relations at a boutique private wealth management firm serving and sourcing high net-worth clients. He started his career in sales with one of Canada’s largest independent mutual fund firms.
Vikram is a CFA charterholder and has a Bachelor of Arts with Honours in Economics from York University. He lived in 11 countries prior to his immigration to Canada, and brings a global perspective to his leadership role at Trez Capital.
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Phone: 647.788.1787

 
 

Zachary Schwartz

President, ZSC Inc. and Client Relations, East West Investment Management

 

Zach is President of ZSC Inc. and manages client relations as well as business development for East West Investment Management (founded by the former Co-Head of Capital Markets & Deputy Chair of CIBC WM). He also works on manager selection and diligence for East West’s Alternative Yield allocations. He continues to advise on life insurance structures for UHNW individuals and family offices. Zach previously worked at a Canadian multi-family office and at a New York-based fintech start-up. He volunteers at the Centre for Addiction and Mental Health, Weizmann Canada, and Upper Canada College.

 

 

Charles Taerk

President & Chief Executive Officer, Faircourt Asset Management


Mr. Taerk is a co-founder of Faircourt Asset Management Inc. Mr. Taerk has been President and CEO since inception of Faircourt in 2002. From 1999 to 2001, Vice President and Managing Director for Charles Schwab Canada, Co., and a member of its Executive Committee. His responsibilities included leading the development of Investment Banking, Syndication as well as Institutional Research. Prior to that, Mr. Taerk was in the Corporate Finance group at Porthmeor Securities, where he worked from 1996 to 1999, rising to director in 1998.
During the period 1994 to 1996, Mr. Taerk founded Faircourt Capital Corporation, a boutique corporate finance advisory business, working with private Canadian companies. Prior to that, Mr. Taerk spent eight years with a major Canadian bank in the mid-market corporate lending area.
Mr. Taerk graduated with a Masters from the School of International Affairs at the Graduate School of the University of Pittsburgh in 1988. He received his B.A. from the University of Western Ontario in 1986.

 

 

Leslie Toth

Vice President of Sales and Marketing, RISE Properties Trust

 

Leslie has over 23 years of experience working in the financial services industry, specializing in life insurance, living benefits, succession planning, and legacy planning, Leslie has trained and motivated hundreds of new agents and previously managed a very successful agency. Since 2006, Les has been an executive consultant to several small and medium size corporations on business development, sales and marketing, operations, risk management, and international relations. Les is also a partner in a Multi Family office specializing in private equity, with a strong focus on real estate. In his current assignment, Leslie is overseeing RISE’s fund raising through all distribution channels across Canada.

 
 

James Wanstall

Vice President, Sales, Invico Capital Corporation

James Wanstall is a 30 year veteran in the financial services industry with the past 15 years dedicated to alternative investing and private debt. He is highly respected for his insights into alternative investing, in particular, making complex strategies easy to understand and helping advisors avoid the inevitable pitfalls in the space. As VP, Sales, James is responsible for developing Invico's business in Ontario.