Our Team

Our team has the multi-disciplinary experience and credentials necessary to deliver truly customized portfolio and wealth management services together with exceptional client service.

Michael Nairne

B. Comm. (Hons), CFA, CFP®, RFP®
Chief Executive Officer, Chief Investment Officer

Garnet Anderson

B.Sc., CPA, CA, CFA
President, Head of Portfolio Management

Joanne Swystun

B.A., LL.B.
Vice President, Head of Wealth Management

Harmish Naik

B.B.A. (Hons), MBA, CFA, CFP®
Senior Portfolio Manager

James Nairne

B.A. (Hons), MBA, CIM®
Senior Portfolio Manager

Brian So

B. Comm. (Hons), CFA, CFP®
Associate Portfolio Manager

Vishesh Udeshi

B. Comm. (Hons), CFA, CFP®
Portfolio Management Analyst

Laila Ierullo

B.B.A. (Hons), CFA, CIM®, CAIA®
Associate, Investment Analytics

Henri Fung

B. Comm. (Hons), CFA
Trading Analyst

Raven Lowden

B. Comm. (Hons), CPA, CA
Vice President, Finance

Bo Zhang

B. Acc., CPA, CGA
Senior Accountant

Jenny Wu

B.Sc., MMF
Investment Accountant

Danish Khizar

B. Comm. (Hons)
Associate Manager, Operations

Ali Babwani

B. Comm. (Hons)
Client Services Coordinator

Alexander Nairne

B.A. (Hons), MSc
Marketing Manager

Zoe Shnier

BMOS (Hons)
Junior Marketing Associate

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