• Founded in 1980, Foyston, Gordon & Payne manages approximately $12 billion for corporate clients, pension funds, foundations, endowments, group RRSP’s, and private clients. We believe that superior investment returns are achieved by taking a long term, bottom-up, value-oriented approach to investments based on detailed fundamental research and analysis.

• BK&A provides expert, independent investment management guidance to wealthy individuals, families, estates and foundations. Portfolio management and monitoring services include: developing Investment Policy Statements; manager searches; and, ongoing portfolio oversight (i.e. reporting, rebalancing, risk management, cash management and tax minimization strategies).

• Managed over $7 billion on behalf of 8 North American institutional clients, on the Mercer OCIO platform, by providing daily oversight for 14 client portfolios (ranging from $150 million to $2.5 billion and invested in over 50 mandates).• Executed pragmatic trading / implementation strategies: on-boarding; rebalancing; and asset mix changes / LDI glide paths.

• Researched and ranked institutional Canadian equity mandates (Core, Value, Growth, Dividend and Small Cap) as well as 130/30 long-short funds.• Recommended mandates and managers to Russell Canadian Equity Funds (~$2 billion AUM) and external institutional clients (~$50 billion AUM).

• Twenty-First Century Investments Inc. is an independent marketing organization (>$2 billion AUA) that represents traditional and alternative investment managers to the institutional marketplace. Traditional mandates: Canadian Fixed Income; Canadian, U.S., EAFE and Global Equity. Alternative mandates (stand-alone, multi-strategy and fund-of-funds): Hedge Funds and Private Equity.

• SEI is a leading global provider (headquartered in Oaks, PA) of institutional and private client wealth management solutions, including asset management and investment operations.

• Jr. PM, TSE 300 Index Fund• Canadian Equity Analyst• Real Estate Analyst