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Customized Services for:
  • Institutional Investors
  • Consultants
    Customized Services For Institutional Investors
    We have a team of investment professionals dedicated to providing our clients with the highest standards of service. Our success depends on our ability to fully understand our clients’ needs and to translate them into the appropriate investment mandates and service levels. In addition to on-going contact with an investment specialist, our clients receive clear and thorough reporting on a timely basis.


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    Please contact our service team directly with inquiries:

    David Gregoire
    Vice-President and Co-Business Head
    P: 416-594-2979 / 800-565-6781
    F: 416-860-0628
    Email David

    Lori MacKay
    Vice-President and Co-Business Head
    P: 416-594-2969 / 800-565-6781
    F: 416-860-0628
    Email Lori

    Rick Vandermey
    Vice President and Portfolio Manager
    P: 519-883-1516 / 800-565-6810
    F: 519-746-7950
    Email Rick

    Richard Bernard
    Vice President,
    Client Service & Marketing
    P: 514-286-6110 / 800-948-8599
    F: 514-934-4640
    Email Richard

    Dave Mason
    Vice President,
    Client Service & Marketing
    P: 604-682-1455 / 877-682-1455
    F: 866-633-0103
    Email Dave


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