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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. Jeffrey Young, MBA, CFAManaging Director, Private Client Group -
David has been with Beutel Goodman since 1992 and has over 30 years of investment experience. As a portfolio manager he is responsible for oversight of the fixed income process, and co-manages the fixed income team. He is responsible for portfolio duration and positioning, risk exposure, quantitative analysis and immunized and dedicated portfolios. David is also a member of the Management Committee and sits on the Board of Directors. Prior to joining Beutel Goodman, David worked at TAL where he was a portfolio manager in charge of fixed income trading. David is a graduate of the University of Windsor and a CFA charterholder. David Gregoris, MBA, CFAManaging Director, Fixed Income -
Stephen joined Beutel Goodman in 1993 and has over 25 years of investment experience. He is a portfolio manager with equity research responsibilities in the areas of small cap, technology, consumer discretionary and energy. Steve is a graduate of Queen's University and a CFA charterholder. Stephen J. Arpin, MA, CFAManaging Director, Canadian Equities -
Rui joined Beutel Goodman in 2013 and has over 20 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and global equities. Prior to joining Beutel Goodman, Rui spent several years as a portfolio manager at CI Investments and KBSH Capital Management. Rui is a graduate of York University and a CFA charterholder. Rui Cardoso, MBA, CFAManaging Director, U.S. and International Equities -
Paul joined Beutel Goodman in 2007 and has over 20 years of investment industry experience. He leads the managed assets team and is responsible for client service, marketing and business development activities for Beutel Goodman's SMA and mutual fund strategies across the central region of Canada. Paul's previous experience included a leadership role as Vice President of Managed Accounts with Laketon Investment Management. Paul is a graduate of the University of Western Ontario and a CFA charterholder. Paul Hamilton, CFAVice President, Managed Assets -
Tim joined Beutel Goodman in 2018 as head of our institutional client service team. He has over 25 years of industry experience, most recently at Fiera Capital, where he served as Senior Vice President and Head of Client Service, Institutional Markets as well as Equity Strategist. He has also held progressively senior portfolio management roles, both at Fiera and at Sceptre Investment Counsel, which was acquired by Fiera in 2010. His expertise spans Canadian, U.S. and small-cap equity strategies. Tim holds a Bachelor of Arts degree from McGill University and is a CFA charterholder. Tim Hylton, CFASenior Vice President, Institutional Client Service / Business Development -
Derek joined Beutel Goodman in 2016 and has over 15 years of investment experience. He is a portfolio manager and co-lead of the fixed income team. His strategic responsibilities include portfolio duration, positioning and risk exposure management. Prior to joining Beutel Goodman, Derek worked at Fiera Capital where he was a fixed income portfolio manager. Derek is a graduate of Concordia University, McGill University and a CFA charterholder. Derek Brown, MBA, CFASenior Vice President, Co-Head of Fixed Income -
Craig joined Beutel Goodman in 2010 and has over 25 years of investment industry experience. He is responsible for institutional client servicing and business development. Prior to joining Beutel Goodman, 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 a CFA charterholder. Craig Auwaerter, MBA, CFASenior Vice President, Client Service / Business Development -
Jillian joined Beutel Goodman in 2010 and has over 10 years of investment industry experience. She is responsible for client service, marketing and business development activities for Beutel Goodman's SMA and mutual fund strategies across Eastern Canada. Prior to joining Beutel Goodman, Jillian worked in client service at Fidelity Investments and Kingwest & Company. Jillian is a graduate of the University of Western Ontario. Jillian Sumner, CFP, CIM, FCSIRegional Director, Managed Assets, Eastern Canada -
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. Steven Smith, CFASenior Vice President, Private Client Group -
James is a large cap portfolio manager with Beutel Goodman and has equity research responsibilities covering Canadian companies in the telecom, utilities, and financial sectors. James has over 25 years of investment experience. Prior to joining Beutel Goodman in 2007, James worked in private equity at Brookfield Asset Management. He is a graduate of the University of Western Ontario and is a CPA, CA and CFA charterholder. James W. Black, CPA, CA, CFAVice President, Canadian Equities & Director of Equities Research -
Darren joined Beutel Goodman in 2018 and has over 15 years of investment experience that were gained at Jarislowsky, Fraser Limited as a Portfolio Manager and Associate. In addition to portfolio management, his responsibilities include client servicing and business development. Darren is a graduate of the University of Waterloo and Wilfrid Laurier University. Darren Bahadur, MBA, CAIAVice President, Private Client Group -
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. Nancy ChewVice President, Client Service / Business Development -
With over 30 years of investment experience, Pat is a valued large cap portfolio manager with Beutel Goodman and has equity research responsibilities in the areas of consumer staples, retailers and industrials. Prior to joining Beutel Goodman in 2004, 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 a CFA charterholder. Pat Palozzi, CFAVice President, Canadian Equities -
Bob joined Beutel Goodman in 2017 with over 40 years of investment experience. He is a Portfolio Manager responsible for developing and maintaining client relationships. Bob comes from CIBC Private Investment Counsel and prior to this position; Bob was integral to building out the investment counselling business at McLean Budden. He is a graduate of York University and a CFA charterholder. Bob Livingston, CFAVice President, Private Client Group -
Don joined Beutel Goodman in 2017 and has over 15 years of investment industry experience. As Regional Director, separately managed accounts and mutual funds for BC and Alberta, Don is responsible for the client service, marketing and business development of the region. Don's previous experience included senior roles at AllianceBernstein Canada, National Bank Financial and most recently at Vanguard Investments. Along with his business development experience, Don has worked extensively with Financial Advisors in a practice management capacity where he helped Advisors with projects around book efficiency, better client communication and the navigation of regulatory changes within the industry. Don is an avid golfer, traveler and a graduate from the University of Western Ontario. Don BarnettRegional Director, Managed Assets, B.C. and Alberta -
Bill joined Beutel Goodman in 1995 and has over 30 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 Beutel Goodman, Bill worked at La Caisse de Dépôt et Placement du Québec as an equity analyst. Bill is a graduate of McGill University and a CFA charterholder. William Otton, CFAVice President, Canadian Equities -
Dominic comes to us with over 18 years of industry experience, most recently in Wealth Management, Institutional Sales at Great West Life. He also held progressively senior positions at IA Clarington Investments, Mackenzie Investments and Desjardins Group. Dominic earned a Bachelor of Business Administration degree from UQAM's School of Management and York University, and is a CFA charterholder. Dominic Plante, CFAVice President, Client Service / Business Development -
Vim joined Beutel Goodman in 2020 and comes to the firm with over 20 years of industry experience, and over a decade of investment management experience. Prior to joining Beutel Goodman he was a Portfolio Manager for 1832 Asset Management L.P., where he co-managed a number of Canadian-focused dividend mandates. Vim is a graduate of York University, earned an MBA from Schulich School of Business and is a CFA charterholder. Vim is also a holder of the Fundamentals of Sustainability Accounting (FSA) credential awarded by SASB. Vim Thasan, MBA, CFAVice President, Canadian Equities -
John joined Beutel Goodman in 2015 and has over 25 years of investment experience. He is a portfolio manager focused on North American equities and has client service and business development responsibilities. Before coming to Beutel Goodman, he worked as a portfolio manager and equity research analyst at McLean Budden and as an investment banker at Raymond James and TD Securities. John is a graduate of Columbia Business School and Brown University and a CFA charterholder. John Cushman, MBA, CFAVice President, Private Client Group -
Jessi joined Beutel Goodman in 2018 and has over 13 years of experience within the financial services industry. She is responsible for client service, marketing and business development activities for Beutel Goodman's SMA and mutual fund strategies in central western Canada. Jessi began her career in equity capital markets at Macquarie Bank and later moved into institutional sales where she became an Institutional Equity Sales Trader for Wellington West Capital Markets and CIBC World Markets. Most recently, Jessi was an Officer and Vice President of Investor Relations and Corporate Communications for several publicly listed Canadian mining companies. In these roles, she developed deep expertise in client service and business development. Jessi is a graduate of the University of Waterloo. Jessi Helm, CIMRegional Director, Managed Assets, Saskatchewan, Manitoba and GTA North -
Glenn is a Beutel Goodman veteran with over 25 years of investment experience. He has been with Beutel Goodman since 1996. He is a portfolio manager and research analyst specializing in U.S. and global equities. Previously, Glenn worked at Curacao International Trust Co. He is a graduate of the University of Ottawa and a CFA charterholder. Glenn Fortin, CFAVice President, U.S. and International Equities -
Colin is a portfolio manager and research analyst specializing in U.S. and global equities. He is a seasoned veteran of 20-plus years in banking and investments. Prior to joining Beutel Goodman in 2011, Colin spent nine years in senior positions at TD in private equity and investment banking. Colin is a graduate of York University and a CFA charterholder. Colin Ramkissoon, MBA, CFAVice President, U.S. and International Equities -
Sue joined Beutel Goodman in 2006 and has over 25 years of investment experience. She is a portfolio manager and strategist with additional responsibilities for credit analysis and product design. In addition, she leads the fixed income team’s responsible investing efforts. Prior to joining Beutel Goodman, Sue worked as a Research Analyst for several of the large brokerage houses, most recently BMO Nesbitt Burns. Sue is a graduate of the University of Western Ontario and a CFA charterholder. Sue McNamara, CFASenior Vice President, Fixed Income -
KC joined Beutel Goodman in 2006 and has over 15 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and global equities. Prior to joining Beutel Goodman, KC was senior partner in an Ottawa-based technology firm. KC is a graduate of Simon Fraser University and a CFA charterholder. KC Parker, MBA, CFAVice President, U.S. and International Equities -
Stanley joined Beutel Goodman in 2016 and has over 20 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and global equities. Most recently, Stanley worked at Jarislowsky Fraser as co-manager of their international and global equity strategies and was involved in oversight of the firm's research process. Previous to that, Stanley was an equity analyst at Letko Brosseau & Associates. Stanley is a graduate of McGill University, the Chinese Academy of Sciences and Zhejiang University. He is also a CFA Charterholder. Stanley Wu, MBA, CFAVice President, U.S. and International Equities -
Ryan joined Beutel Goodman in 2020 and comes to the firm with over 20 years of financial industry experience. Prior to joining Beutel Goodman, Ryan worked for CI Investments in progressively senior roles, including 12 years as a senior member of CI's Signature Advisors Equity team, and overseeing equity investing as Co-Manager of the Signature High Income Fund, CI's largest fund. Ryan is a graduate of Saint Mary's University and is a CFA charterholder. Ryan Fitzgerald, CFAVice President, U.S. and International Equities -
Marcia joined Beutel Goodman with over 25 years of investment experience, 10 of which were in private client counsel. Prior to her role at Beutel Goodman, she was a Senior Portfolio Manager for 1832 Asset Management L.P. Marcia is a graduate of Systems Design Engineering at the University of Waterloo and earned a MBA degree at the University of Toronto. She is also a CFA charterholder. Marcia Wisniewski, MBA, CFAVice President, Private Client Group -
Mary joined Beutel Goodman in 2010 and spent over 10 years as a member of the fixed income team, most recently as a credit analyst with responsibility for in-depth, fundamental research and analysis on Canadian, U.S. and high yield bonds. Prior to joining Beutel Goodman, she worked as a pricing analyst at the Bank of Montreal. Mary is a graduate of the University of Western Ontario and a CFA charterholder. Mary Crowe, CFAVice President, Canadian Equities -
Rachel joined Beutel Goodman in 2020, bringing more than a decade of experience in the investment industry. As Vice President, Investment Services, U.S. & International Equities, Rachel is part of the portfolio management team, acting as liaison between the team and other groups with a focus on the client distribution & sales channels as well as marketing and product. Rachel earned her MBA from INSEAD and a BA and MA in Russian Literature from University College London (UCL). Rachel VogelVice President, Investment Services, U.S. and International Equities -
Eva joined Beutel Goodman in 2017, and has over 25 years of investment experience. As Vice President, Portfolio Analytics and Responsible Investing, Eva is part of the portfolio management team with responsibilities for equity ESG integration, equity performance analysis, portfolio analytics and commentaries. She also acts as liaison between the equity, client service and marketing teams. Prior to joining the firm, Eva was Vice President, Research, for Hansberger Growth Investors where her responsibilities included the management of foreign equity portfolios and fundamental equity analysis. Eva is a CFA charterholder, a member of the CFA Society Toronto and an FSA Level II Candidate. Eva Grant, CFAVice President, Portfolio Analytics and Responsible Investing -
Kathy joined Beutel Goodman in 2012 and has over nine years of investment experience. Prior to joining Beutel Goodman, she worked as a Financial Analyst in the treasury department of AGF Trust. Kathy is a graduate of the University of Guelph, University of Mannheim and Queen's University and a CFA charterholder. Kathy Tausz, M.I.B., CFAVice President, Fixed Income -
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. Simon Phillips, CIMVice President, Private Client Group -
Neil joined Beutel Goodman in 2019 as a credit analyst to lead the firm's high yield initiative. Prior to joining the firm he gained extensive investment experience, most recently as a portfolio manager for Fiera Capital. Neil is a graduate of McMaster University and IESE Business School and is a CFA charterholder. Neil McCabe, MBA, CFAVice President, Fixed Income -
Linda is responsible for institutional client servicing and business development. She brings over 20 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. Linda Watts, CFAVice President, Client Service / Business Development -
John is a portfolio manager responsible for money market and bond trading, settlements, bond reporting and modeling. John has been with Beutel Goodman since 1997 and has over 20 years of investment experience. Earlier in John's career he worked at RBC Life as an investment accountant. He is a graduate of Wilfrid Laurier University and a CFA charterholder. John Fuca, CFAAssistant Vice President, Fixed Income -
Chris joined Beutel Goodman in 2019 and has over eight years of investment experience. Prior to joining the firm, Chris worked in progressively senior roles at Canso Investment Counsel. Chris is a graduate of Wilfrid Laurier University and Saint Mary's University, and is a CFA charterholder. Chris Mudie, MFin., CFAAssistant Vice President, Fixed Income -
Jennifer joined Beutel Goodman in 2013 and has over 5 years of investment industry experience. She provides client service support to BG's institutional relationship managers. Prior to joining Beutel Goodman, Jennifer worked for KingSett Capital. She is a graduate of Queen's University. Jennifer EdmundsSenior Associate, Client Service -
Luis joined Beutel Goodman in 2015 and has over 10 years of investment industry experience. As Regional Director for Etobicoke, Mississauga, Oakville and Burlington, Luis is responsible for client service, marketing and business development activities for Beutel Goodman's SMA and mutual fund strategies. Prior to joining Beutel Goodman, Luis worked at RBC Dominion Securities as Associate Advisor for one of the largest discretionary portfolio management groups in Canada. Luis is a graduate of Concordia University and a CFA charterholder. Luis Chu, CFARegional Director, Managed Assets -
Samira joined Beutel Goodman in 2021 and has nearly two decades of equity trading experience. Prior to joining Beutel Goodman, Samira worked as an equity trader for CI Investments Inc. and Mackenzie Investments. Samira earned a Bachelor of Business Administration from the University of Toronto. Samira KhanAssistant Vice President, Equity Trading -
Mickey joined Beutel Goodman in 2021 and has over 11 years of investment industry experience. He leads the inside sales team and is responsible for supporting marketing and business development activities for Beutel Goodman’s SMA and mutual fund strategies. Mickey began his career as an Advisor at TD Canada Trust and later moved into Client Services at Fidelity Investments. Most recently, Mickey was a Best-Practice Consultant working at Sunlife with projects and client communications. Mickey is a graduate of Concordia University with a degree in Mathematics and Statistics with a minor in Business Studies. Mickey AnandManager, Inside Sales and Marketing Support Analytics, Managed Assets -
Jackie joined the firm in 2012 and has more than 10 years of experience in the investments industry. She is responsible for all finance and administrative aspects of Beutel Goodman, including corporate finance, fund accounting, portfolio administration, and human resources. In her tenure with the firm, Jackie has assumed progressively senior roles and responsibilities, becoming the first female member of the Management Committee. Prior to joining Beutel Goodman, Jackie was an accountant at PwC. She is a graduate of Wilfrid Laurier University and a Chartered Professional Accountant. Jackie Corneil, CPA, CAManaging Director, Finance and Administration -
Charlotte Daughney is a recent addition to Beutel Goodman, joining the team in 2019. Prior to joining the firm, Charlotte spent 20 years at TD Securities, most recently as a managing director. She has been a mentor to women both at TD and throughout the industry, and is a past recipient of the Women in Capital Markets Executive Coaching Award. Charlotte is a graduate of McGill University. Charlotte DaughneyVice President, Equity Trading -
Maria joined Beutel Goodman in 2013 and has over 20 years of investment industry experience. She is responsible for HR functions, corporate and regulatory registrations, and heads up Beutel Goodman's health and safety committee. Before coming to Beutel Goodman she was Vice President of Administration for McLean Budden where she was responsible for the client service teams, client reporting and HR functions. Maria is a graduate of Humber College. Maria Jawornicki, CHRPManager, HR & Office Services -
Yvonne joined Beutel Goodman in 2012 and has over 20 years of experience in operations. She is responsible for oversight of Beutel Goodman's operations team and all operational functions, including trade processing and settlement, portfolio reconciliation, and corporate action. Before coming to Beutel Goodman she was Vice President, Portfolio Administration at MFS Mclean Budden. Yvonne is a graduate of Humber College. Yvonne LeungDirector, Investment Operations -
Ivo came to Beutel Goodman in early 2022 after serving as the Head of Enterprise Risk Management at Richardson Wealth / RF Capital. Prior to that, he oversaw RBC’s risk appetite as part of the bank’s Enterprise Risk department. Ivo started his career with Deloitte in risk consulting and held progressively senior roles in operational risk, internal controls, governance and strategic initiatives with BMO and RBC Wealth Management. He is a CFA charterholder and he earned his Masters in Public Policy (Applied Economics) from the College of William and Mary. Ivo MandadjievVice President, Enterprise Risk Management -
Michal joined Beutel Goodman in 2015 and is responsible for all legal and compliance aspects of the firm, working directly with the Beutel Goodman Management Committee. Michal has been practicing law since 1997 and her experience includes over 10 years of involvement in investment-related services. Prior to joining Beutel Goodman, she was Director, Regulatory Affairs at TMX Group Limited. Previously Michal was General Counsel and Corporate Secretary at Altamira Investment Services and an Associate Lawyer at Osler LLP in the Business Law Group. Michal is a graduate of Osgoode Hall Law School and the Schulich School of Business and has a B.A. in economics from the University of Western Ontario. Michal L. Pomotov, LL.B., MBAChief Compliance Officer and General Counsel -
Colinda joined Beutel Goodman in 1996 and has over 23 years of experience in fund accounting, having started her career at National Trust. She overlooks all accounting aspects for both pooled and mutual funds, including tax reporting and preparation, with 24 years of experience in tax. Colinda is also responsible for financial and regulatory reporting to the various provincial securities commissions. She plays a crucial role in the compliance department, with regular internal audits of Beutel Goodman's controls. Colinda holds a double major in Accounting and Financial Management. Colinda RavlicDirector, Fund Operations -
Shadi joined Beutel Goodman in 2016 with over 19 years of experience, 13 years of which were gained in the investment industry. He is responsible for Information Technology, cybersecurity, client reporting and enhancing operational efficiencies within the firm. Before joining Beutel Goodman, Shadi was Vice President, Information Delivery and Performance at AGF Investments Inc. He graduated from McMaster University. Shadi ShakraChief Technology Officer -
Nancy took on the communications leadership role at Beutel Goodman in 2018, following senior marketing and product management positions at Purpose Investments and Sentry Investments. Nancy's 14 years of experience in financial services also includes work as an equity research associate. Nancy holds a B.A. (Hons) from York University and a post-graduate certificate from Centennial College. Nancy TurnerVice President, Communications & Marketing -
Ryan joined Beutel Goodman in 2021 and has more than a decade of experience in credit research. He is responsible for analyzing potential investments in the Telecommunications, Media and Technology industries. Prior to joining Beutel Goodman, Ryan worked as a credit analyst at Equitable Life of Canada and CIBC. Ryan is a CFA Charterholder and earned a Master of Business Administration from Wilfred Laurier University. Ryan LairdCredit Research Analyst, Fixed Income -
Christina joined Beutel Goodman in 2020 with over eight years of customer service experience and is responsible for marketing and inside sales support for Beutel Goodman's SMA and mutual fund strategies. Prior to joining the team, she worked with institutional clients for a large financial institution. Christina earned a BSc in Economics and Biology from the University of British Columbia. She is also a CFA Level I candidate. Christina VincentBusiness Development Associate, Managed Assets -
Anthony comes to Beutel Goodman with more than 14 years in the financial industry. He has executed on a diverse array of responsibilities throughout his career, including financial analysis, fund adjustments, trading, and client servicing. Anthony earned a Bachelor of Commerce with Honours from the University of Toronto. He holds designations as both a Certified Public Accountant and Certified Management Accountant. Anthony FernandesSenior Associate, Client Service -
Matthew joined Beutel Goodman in 2016 as a Portfolio Administrator before moving to the equity trading desk as a Trading Assistant and then into his current role. Prior to joining us, Matthew began his career in external audit. He is a graduate of the University of Toronto and is a CFA Charterholder. Matthew FebbraioAssociate, Client Service/Business Development -
Alka joined Beutel Goodman in early 2021, bringing experience as both a consultant and a senior analyst/administrator. She has held various roles at major institutions, including banks, asset managers, and higher education. Alka earned her BSc in Business Administration from Northeastern University. She’s also trilingual and can speak English, Punjabi, and Hindi. Alka SinghAssociate, Client Service -
Omaid joined Beutel Goodman in early 2022, bringing three years of experience in the financial industry which spanned both retail client services and back-end operations for investment services. He earned his Bachelor of Commerce from Carleton University in Ottawa. Omaid can speak five languages, including English, Hindi, Pashto, Persian and Urdu. Omaid MomandAssociate, Private Client Group
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