Indigenous Communities
Beutel Goodman Indigenous Client Service Team
We have been working with Indigenous communities to provide investment management services since 2003. Over this span of nearly 20 years, we have worked towards strengthening our relationships with First Nation, Métis & Inuit peoples through education, workshops and community engagement, alongside portfolio management and client servicing. As of July 2022, we serve over 35 Indigenous communities/clients across Canada with an asset base of almost $1 billion.
Our Beutel Goodman Indigenous Services Team is responsible for servicing the needs of the firm’s Indigenous clients. To chat with one of our team members about your investment needs contact [email protected].
Steven Smith, CFA
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. Prior to joining Beutel Goodman, Steve was Vice President of Private Wealth at Acuity Investment Management. Steve is a graduate of the University of Toronto and a CFA charterholder.
Senior Vice President, Private Client Group
Jeff Young, MBA, CFA
Jeff joined Beutel Goodman in 2016 and has over 20 years of investment experience to bring to his portfolio management, client service and business development responsibilities. Prior to joining Beutel Goodman, Jeff was portfolio manager, Co-CEO and CIO at Natixis Global Asset Management, Canada and spent several years at Canada Trust and TD Private Investment Counsel. Jeff is a graduate of the University of Western Ontario and Simon Fraser University and a CFA charterholder.
Managing Director, Private Client Group
Simon Phillips, CIM
Simon joined Beutel Goodman in 2006 and has over 15 years of financial industry experience. Prior to joining Beutel Goodman, he spent time with both First Ontario Fund and TD Waterhouse in progressively senior roles. In his current role, his responsibilities include portfolio management, client servicing and business development. He holds a Business Administration Diploma and his Chartered Investment Manager designation.
Vice President, Private Client Group
Victor Pelletier
Victor joined Beutel Goodman in 2022 and has over 10 years of investment experience. He is responsible for developing and maintaining client relationships, with a focus on Indigenous Communities. Prior to joining Beutel Goodman, Victor held progressively senior roles at T.E. Wealth, including as AVP in their Indigenous Service practice, and most recently was Head of Indigenous Services at Dixon Mitchell Investment Counsel.
Assistant Vice President, Private Client Group
Nancy Chew
Nancy joined Beutel Goodman in 2005 and has over 10 years of investment industry experience. Nancy is responsible for providing institutional client servicing. Earlier in her career, 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.
Vice President, Client Service & Business Development
Linda Watts, CFA
Linda is responsible for institutional client servicing and business development. She brings over 25 years of financial industry experience, most recently as Director of Institutional Sales & Service at BMO Global Asset Management. She began her career as an analyst and held progressively senior roles within an asset management team focused on credit. Linda is a CFA charterholder and holds an Honours Bachelor of Commerce degree from Queen’s University.
Vice President, Client Service / Business Development
