We are a skilled team of over 50 investment and business professionals.

Our team has varying backgrounds in mergers and acquisitions, private equity, portfolio management and optimization, investment banking, and sell side research. We are well positioned to meet the challenges in the constantly changing environment with expertise in risk, prime brokerage, operations, and corporate finance.

 

Markus Grueter

Markus Grueter

Risk Manager

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Vincent Wong

Vincent Wong

Risk Analyst

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Megan Lim

Megan Lim

Research Analyst

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Jennifer Stockfish

Jennifer Stockfish

Executive Assistant

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Kelly-Ann Hewko

Kelly-Ann Hewko

Senior Executive Assistant

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Jessica Clark Barrow

Jessica Clark Barrow

Group Head & Executive Vice President

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Tim Stinson

Tim Stinson

Executive Vice President

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Michael Ceccarelli

Michael Ceccarelli

Private Client Management

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Ron Lloyd

Ron Lloyd

Partner & Senior Advisor

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Tamara Forbes

Tamara Forbes

Director of Retail Client Management

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Shawn Shewchuk

Shawn Shewchuk

Director of Institutional Client Management

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Helen Chau

Helen Chau

Director of Client Experience

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Julia Naus

Julia Naus

Associate, Client Management

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Bill McGill

Bill McGill

President, Summerhill Resorts Ltd.

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Dimitri Michalopoulos

Dimitri Michalopoulos

Chief Operating Officer & Chief Compliance Officer

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