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), RFP, CFP®, CFA
President, Chief Investment Officer

Joanne Swystun

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

Garnet Anderson

Vice President, Head of Portfolio Management

Harmish Naik

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

James Nairne

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

Dave Bulger

Portfolio Manager, Investment Analytics

Laila Ierullo

B.B.A. (Hons), CFA, CIM®, CAIA®
Trader & Investment Analyst

Brian So

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

Kevin Chansingh

B.B.A. (Hons). CFP, CIM®
Associate, Portfolio Management

Vishesh Udeshi

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

Raven Lowden

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

Jenny Wu

B. Sc., MMF
Investment Accountant

Ali Babwani

B. Comm. (Hons)
Client Services Coordinator

Danish Khizar

B. Comm. (Hons)
Associate, Client Account Analytics

Alexander Nairne

B.A. (Hons), MSc
Marketing Manager

Interested in learning more?
Get in touch

Contact Us