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Professionals

BG Equities Team
Mark Thomson Mark D. Thomson, MFA, CFA, Managing Director, Equities
Mark joined Beutel Goodman in 1989 and has over 25 years of investment experience. He is responsible for oversight of the equity process, and a portfolio manager who leads the Canadian Equity Team. He is also a member of the BG Management Committee and sits on the Board of Directors. Prior to joining BG, Mark was a portfolio manager at Pemberton Securities. Mark is a graduate of Mills College and is a CFA charterholder.

Stephen Arpin Stephen J. Arpin, MA, CFA, Vice President, Canadian Equities
Stephen joined Beutel Goodman in 1993 and has over 15 years of investment experience. He is a portfolio manager and has equity research responsibilities for small cap, technology, consumer discretionary and energy companies. Steve is a graduate of Queen’s University and is a CFA charterholder.

James Black James W. Black, CPA, CA, CFA, Vice President, Canadian Equities
James joined Beutel Goodman in 2007 and has over 15 years of investment experience. He is a large cap portfolio manager and has equity research responsibilities covering both domestic and foreign companies in the telecom, utilities, real estate and computer industries. Prior to joining BG, James held a key position in a private equity firm. James is a graduate of the University of Western Ontario and is a CA and CFA charterholder.

Bill Otton William Otton, B. Eng., CFA, Canadian Equities
Bill joined Beutel Goodman in 1995 and has over 20 years of investment experience. He is a small cap portfolio manager and has equity research responsibilities in the areas of metals, minerals, golds, printing, steel and fertilizer. Prior to working at BG, Bill worked at La Caisse de Dépôt et Placement du Québec as an equity analyst. Bill is a graduate of McGill University and is a CFA charterholder.

Pat Palozzi Pat Palozzi, CFA, Canadian Equities
Pat joined Beutel Goodman in May, 2004 and has over 25 years of investment experience. He is a large cap portfolio manager and has equity research responsibilities in the areas of consumer staples, retailers and transportation. Prior to joining BG, Pat spent several years at BMO Nesbitt Burns where he worked as a Private Client research analyst. Pat is a graduate of York University and is a CFA charterholder.

Glenn Fortin Glenn Fortin, B. Comm., CFA, Non-Domestic Equities
Glenn joined Beutel Goodman in 1996 and has over 15 years of investment experience. He is the U.S. equity portfolio manager and a non-domestic equity research analyst. Prior to joining BG, Glenn worked at Curacao International Trust Co. (CITCO). Glenn is a graduate of the University of Ottawa and is a CFA charterholder.

Gavin Ivory Gavin Ivory, BA, CFA, Vice President, Non-Domestic Equities
Gavin joined Beutel Goodman in 1992 and has over 25 years of investment experience. He is a portfolio manager and a non-domestic equity research analyst. Prior to joining BG, Gavin managed global equities at Royal Bank Investment Management (RBIM). Gavin is a graduate of Bishops University and is a CFA charterholder.

KC Parker KC Parker, MBA, CFA, Non-Domestic Equities KC joined Beutel Goodman in 2006 and has over 5 years of investment experience. He is the EAFE equity portfolio manager and a non-domestic equity research analyst. Prior to joining BG, KC was a senior partner in an Ottawa-based technology firm. KC is a graduate of Simon Fraser University and is a CFA charterholder.

Colin Ramkissoon Colin Ramkissoon, MBA, CFA, Non-Domestic Equities
Colin joined Beutel Goodman in 2011 and has over 15 years of investment and banking experience. He is a portfolio manager and a non-domestic equity research analyst. Prior to joining BG, Colin spent nine years in senior positions held at TD, in the areas of private equity and mergers and acquisitions. Colin is a graduate of York University and is a CFA charterholder.

Rui Cardoso Rui Cardoso, MBA, CFA, Non-Domestic Equities
Rui joined Beutel Goodman in 2013 and has over 15 years of investment experience. He is a portfolio manager and a non-domestic equity research analyst. Prior to joining BG, Rui spent several years at asset management firms, most recently at CI Investments and KBSH Capital Management where he worked as a portfolio manager with Health Care and Information Technology responsibilities. Rui is a graduate of York University and is a CFA charterholder.

Dan OReilly Daniel O’Reilly, BA (Hons), MBA, Vice President, Portfolio Analytics
Dan joined Beutel Goodman in 2006 and has over 25 years of investment industry experience. He is responsible for BG equity analytics and acts as a liaison between the equity and Client Service/Marketing teams. Prior to joining BG, Dan was Director of Client Service for Russell Investment Group and spent several years at UBS Global Asset Management. Dan is a graduate of University of Toronto.

Cindy Lewis Cindy Lewis, Vice President, Equity Trading
Cindy joined Beutel Goodman in 2013 and has over 20 years of trading experience. She is responsible for Canadian equity execution on behalf of our clients’ portfolios and manages the equity desk. Prior to joining BG, Cindy held senior level positions at various investment institutions, including 11 years as Director of Equity Trading at UBS. Cindy is a graduate of Niagara College of Applied Arts and Technology.

Craig Weisberg Craig Weisberg, Equity Trader
Craig joined Beutel Goodman in 1997 and has over 25 years of trading experience. He is responsible for small cap and non-domestic equity execution on behalf of our clients’ portfolios. Prior to joining BG, Craig worked as an equity trader at Confed Investment Counselling and Bonavista Asset Management. Craig is a graduate of Ryerson’s Business Program.


BG Fixed Income Team
Bruce Corneil Bruce L. Corneil, Managing Director, Fixed Income
Bruce joined Beutel Goodman in 1994 and has over 25 years experience managing fixed income. He is a portfolio manager and leads an award winning Fixed Income Team. Bruce is responsible for overall fixed income strategy, portfolio duration, risk exposure and portfolio positioning. He is Chairman of the BG Management Committee and the Board of Directors. Prior to joining BG, Bruce was head of Canadian investments at The Manufacturers Life Insurance Co. Bruce is a graduate of Queen’s University.

David Gregoris David Gregoris, MBA, CFA, Vice President, Fixed Income David joined Beutel Goodman in 1992 and has over 25 years of investment experience. He is a portfolio manager and strategist, responsible for quantitative analysis, immunized and dedicated portfolios. Prior to joining BG, David worked at TAL, where he was in charge of fixed income trading and a fixed income portfolio manager. David is a graduate of the University of Windsor and is a CFA charterholder.

Sue McNamara Sue McNamara, BA, CFA, Vice President, Fixed Income
Sue joined Beutel Goodman in 2006 and has over 20 years of investment experience. She is a portfolio manager and a dedicated credit analyst, also involved in strategy and product design. Prior to joining BG, Sue worked as a Research Analyst for several of the large brokerage houses, most recently at BMO Nesbitt Burns. Sue is a graduate of the University of Western Ontario and is a CFA charterholder.

John Christie John Christie, MBA, CFA, Vice President, Fixed Income
John joined Beutel Goodman in 1993 and has over 20 years of investment experience. He is responsible for bond trading, portfolio re-balancing, portfolio management and control processes. Prior to joining BG, John worked at Burns Fry Ltd and Royal Trust. John is a graduate of both McMaster University and Queen’s University and is a CFA charterholder.

John Fuca John Fuca, BA, CFA, Assistant Vice President, Fixed Income
John joined Beutel Goodman in 1997 and has over 15 years of investment experience. He is responsible for money market and bond trading, settlements, bond reporting and modeling. Prior to joining BG, John worked at RBC Life where he was an investment accountant. John is a graduate of Wilfrid Laurier University and is a CFA charterholder.

Mary Granton Mary Granton, BA, Fixed Income Associate
Mary joined Beutel Goodman in 2010 and has over 5 years of investment experience. Prior to joining BG, Mary worked as a Pricing Analyst at the Bank of Montreal. She is a graduate of the University of Western Ontario and has completed Level 1 of the CFA program.

Kathy Tausz Kathy Tausz, B. Comm., M.Sc., M.I.B., Fixed Income Associate
Kathy joined Beutel Goodman in 2012 and has over 2 years of experience. Prior to joining BG, Kathy worked as a Financial Analyst in the treasury department of AGF Trust. She is a graduate of the University of Guelph, University of Mannheim and Queen’s University and has completed Level 3 of the CFA program.


BG Client Service & Marketing Team
Peter Clarke Peter D. Clarke, Managing Director, Client Service & Marketing
Peter joined Beutel Goodman in 2008 and has over 25 years of investment industry experience. He is responsible for all client service and marketing activities. He is also a member of the BG Management Committee and sits on the Board of Directors. Prior to joining BG, Peter was Managing Director, Head of UBS Global Asset Management (Canada) where he had overall responsibility for the firm in Canada including the client service and business development divisions. Peter is a member of several professional organizations including the International Benefits Foundation, the Canadian Pension and Benefits Institute and the Investment Counsel Association of Canada where he formerly served on the Association’s Board of Directors. Peter is a graduate of the University of Hartford.

Bruce Shewfelt Bruce R. Shewfelt, Senior Vice President, Client Service & Marketing
Bruce joined Beutel Goodman in 2014 and has over 25 years of investment industry experience. Responsible for all client service and marketing activities, he will be replacing Peter Clarke as Managing Director in 2015. Prior to joining BG, during a long tenure at Connor Clark & Lunn, Bruce was Senior Vice President & Head of Institutional Sales and most recently CEO of the company’s Private Capital division. Bruce is a graduate of the University of Western Ontario.

Craig Auwaerter Craig Auwaerter, MBA, CFA, Vice President, Client Service/Business Development
Craig joined Beutel Goodman in 2010 and has over 15 years of investment industry experience. He is responsible for servicing institutional clients and business development. Prior to joining BG, Craig was Vice President, Head of Institutional Business Development and Client Service at KBSH Capital Management Inc. Craig is a graduate of York University and is a CFA charterholder.

John Shuter John G. Shuter, BA, Vice President, Client Service/Business Development
John joined Beutel Goodman in 2003 and has over 25 years of investment industry experience. He is responsible for servicing institutional clients and business development. Prior to joining BG, John spent many years working closely with both corporations and individual investors as Vice President and Director of TD Securities. John is a graduate of Bishop’s University.

Lori MacKay Lori MacKay, B. Comm, CFA, Vice President, Client Service/Business Development
Lori joined Beutel Goodman in 2013 and has over 25 years of investment industry experience. She is responsible for servicing institutional clients and business development. Prior to joining BG, Lori was Managing Director, Business Head at Legg Mason for eight years where she ran the Canadian division and was responsible for the firm’s business development and client service strategy. Previously, she was Vice President & Director at TD Asset Management where she managed fixed income portfolios. Lori is a graduate of the University of Calgary and is a CFA charterholder.
Nancy Chew Nancy Chew, BHSc, Senior Relationship Manager, Client Service
Nancy joined Beutel Goodman in 2005 and has over 5 years of investment industry experience. She is responsible for providing institutional client servicing and support. Prior to joining BG, Nancy worked in consulting at Brendan Wood International. Nancy is a graduate of the University of Western Ontario and has completed Level 1 of the CFA program.

Sandra Mills Sandra Mills, Marketing Manager
Sandra joined Beutel Goodman in 2009 and has over 25 years of investment industry experience. She is responsible for managing prospective business activity, public materials and communications. Prior to joining BG, Sandra worked at Foyston, Gordon & Payne and BMO Nesbitt Burns. Sandra has achieved the FSCI designation, is a graduate of Ryerson’s Marketing Management program and has completed Level 1 of the CFA program.

Paul Hamilton Paul Hamilton, CFA, Vice President, Managed Accounts
Paul joined Beutel Goodman in 2007 and has over 15 years of investment industry experience. He is responsible for client service, marketing and business development activities within the separately managed account wrap channel. Prior to joining BG, Paul worked at Laketon Investment Management as Vice President of Managed Accounts. Paul is a graduate of the University of Western Ontario and is a CFA charterholder.

Jillian Sumner Jillian Sumner, BA, CFP, Business Development Manager, Mutual Funds
Jillian joined Beutel Goodman in 2010 and has over 5 years of investment industry experience. She is responsible for client service, marketing and business development activities for Beutel Goodman’s Mutual Funds. Prior to joining BG, Jillian worked in client service at Fidelity Investments and Kingwest & Company. Jillian is a graduate of the University of Western Ontario.

Jimmy Budarara Jimmy Budarara, BSc, Business Development Manager, Mutual Funds
Jimmy joined Beutel Goodman in 2013 and has over 5 years of investment industry experience. He is responsible for coordinating business development activities for Beutel Goodman’s Mutual Funds. Prior to joining BG, Jimmy worked at ScotiaFunds and Standard Life. Jimmy is a graduate of Université de Sherbrooke.


BG Operations & Compliance
Michael Gibson Michael J. Gibson, B.Comm, CPA, CA, Managing Director, Operations & CCO
Mike joined Beutel Goodman in 1990 and has over 25 years of investment industry experience. He is responsible for all financial, operational and compliance aspects of the firm and heads up the BG Managed Funds division. He is also a member of the BG Management Committee and sits on the Board of Directors. Mike is a graduate of the University of Toronto and is a CA charterholder.


BG Private Client Group
Greg Latremoille Greg Latremoille, B.Sc., CPA, CA, Managing Director, Private Client Group
Greg joined Beutel Goodman in 1979 and has over 25 years of investment experience. He is responsible for BG’s Private Client division, is a member of the BG Management Committee and sits on the Board of Directors. Prior to joining BG, Greg spent several years at the Mercantile Bank of Canada. Greg is a graduate of McGill University and is a CA charterholder.

Stephen Clements Stephen Clements, BA, CFA, Vice President, Private Client Group
Stephen joined Beutel Goodman in 1983 and has over 25 years of investment experience. He is a portfolio manager and specializes in U.S. equity research. In addition, Stephen has client service responsibilities and is active in business development activities. Prior to joining BG, Stephen worked at Prudential Assurance as a U.S. equity portfolio manager. Stephen is a graduate of York University and is a CFA charterholder.

Steven Smith Steven Smith, BA, CFA, Vice President, Private Client Group
Steven joined Beutel Goodman in 2001 and has over 25 years of investment experience. He is responsible for developing and maintaining client relationships drawing on his broad wealth of expertise and knowledge he has developed over the years. Prior to joining BG, Steven was Vice President of Private Wealth at Acuity Investment Management. He is a graduate of the University of Toronto and is a CFA charterholder.


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