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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 Canada's largest independent and privately held discretionary investment managers, 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


Ramy Dimitry headshot

Ramy Dimitry
Managing Director, Business Management & Operations