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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 -
Derek joined Beutel Goodman in 2016 and has over 15 years of investment experience. He is a portfolio manager and head 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 and McGill University, and is a CFA charterholder. Derek Brown, MBA, CFAManaging Director, Head of Fixed Income -
Rui joined Beutel Goodman in 2013 and has over 25 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, Global Equities -
Jackie joined the firm in 2012 and has more than 15 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 a member of the Management Committee in 2022. 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 -
Kimberley joined Beutel Goodman in 2024 as the Head of the Institutional Client Service and Business Development team. She has over 25 years of investment industry experience, most recently as Executive Vice President, Head of Distribution at Foyston, Gordon and Payne. She is a graduate of McGill University and a CFA charterholder. Kimberley Woolverton, CFAManaging Director, Head of Institutional -
Jeff joined Beutel Goodman in 2016 and has over 25 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 -
Paul joined Beutel Goodman in 2007 and has over 25 years of investment industry experience. He leads the managed assets team and is responsible for client service 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. 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 -
Jessi joined Beutel Goodman in 2018 and has over 15 years of experience within the financial services industry. She is responsible for client service 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 and is a Fellow of the Canadian Securities Institute. She also holds a Chartered Investment Manager (CIM) designation and is a Level 2 candidate in the CFA Program. Jessi Helm, CIM, FCSIAssistant Vice President, Managed Assets | Regional Director, Saskatchewan, Manitoba and GTA North -
Don joined Beutel Goodman in 2017 and has over 20 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 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 -
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 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 -
Filip joined Beutel Goodman in 2023. As Regional Director with the Managed Assets team, Filip is responsible for client service and business development for SMA and mutual fund strategies in Southwestern Ontario. Filip began his career in 2015 as a financial advisor with Scotiabank where he became a district ambassador under Scotiabank’s Young Professionals (SYP) program. He later progressed to senior roles in the Institutional and Retail Sales teams at Mackenzie Investments and AGF Investments. Most recently, he was Regional Director with Russell Investments. Filip is a member of the Money Management Institute’s Leadership Pathway program, holds a Bachelor of Business Administration from the University of Toronto, and has a Chartered Investment Manager (CIM) designation. Filip Spasov, CIM®Regional Director, Managed Assets, Southwestern Ontario -
Jillian joined Beutel Goodman in 2010 and has over 15 years of investment industry experience. She is responsible for client service 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 -
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 30 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 -
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 -
Dora joined Beutel Goodman in 2022. She is a CFA Charterholder and holds a Bachelor of Commerce degree from the University of Calgary. Dora brings to Beutel Goodman over 15 years of financial industry experience, primarily as an Equity Analyst with a focus on the Canadian market, and most recently, as Vice President, Corporate Finance at CI Financial. Dora Ho, CFAVice President, Canadian Equities -
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 -
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 15 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. Nancy ChewVice President, Client Service / Business Development -
Philippe joined Beutel Goodman in 2023 and has over 17 years of investment experience, specializing in Quebec’s multi-family office space. In his current role, he is focused on client service and portfolio management for both private and institutional clients in the Quebec market. Philippe holds a Bachelor of Business Administration degree from HEC Montreal and has Chartered Financial Analyst (CFA®), Certificate in Investment Performance Measurement (CIPM®) and Portfolio Manager designations. Philippe Côté, CFA, CIPMVice President, Private Client Group and Investment Services -
Bob joined Beutel Goodman in 2017 with over 45 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 -
Sara joined Beutel Goodman in 2023 and has more than 20 years of investment industry experience. As Vice President, Canadian Equities, she has analytical and portfolio management responsibilities as part of the Canadian Equity team. Most recently, Sara was a portfolio manager at Empire Life Investments, with a primary focus on Canadian equities. She is a CFA charterholder and holds a Bachelor of Commerce degree and an MBA from the University of Toronto. Sara Shahram, MBA, CFAVice President, Canadian Equities -
Dominic joined Beutel Goodman in 2018. He has over 20 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 and earned an MBA from Schulich School of Business. He also holds the Chartered Business Valuator (CBV) and Chartered Financial Analyst designations, and the Fundamentals of Sustainability Accounting (FSA) credential awarded by SASB. Vim Thasan, MBA, CBV, CFAVice President, Canadian Equities -
Meaghen joined Beutel Goodman in 2022 and has more than 12 years of experience as an equity research analyst. As part of the Global Equities team, she provides generalist coverage across sectors and regions. Prior to joining Beutel Goodman, she worked as an equity research analyst for more than a decade at TD Securities, with a focus on the Consumer Discretionary sector. She holds a Bachelor of Commerce degree from Concordia University in Montreal and is a CFA charterholder. Meaghen Annett, CFAVice President, Global 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, Global Equities -
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, Global Equities -
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, Global Equities -
Colin is a portfolio manager and research analyst specializing in U.S. and global equities. He is a seasoned veteran of 25-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, Global Equities -
Sue joined Beutel Goodman in 2006 and has over 30 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, Head of Responsible Investing -
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, Global Equities -
Dominic joined Beutel Goodman in 2024 as an Analyst on the Global Equities team. He is the second hire from our student internship program. Dominic holds a Business Administration degree with a concentration in Finance, Innovation and Entrepreneurship from Beedie School of Business at Simon Fraser University. Dominic OngAnalyst, Global Equities -
Lucy joined Beutel Goodman in 2023 as Analyst, Global Equities, and was the first hire from our student internship program. She holds a Bachelor of Mathematics from the University of Waterloo, as well as a Bachelor of Business Administration from Wilfrid Laurier University as part of its double-degree program. Lucy PaineAnalyst, Global Equities -
Rachel joined Beutel Goodman in 2020, bringing more than a decade of experience in the investment industry. As Vice President, Investment Services, Global 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 Vogel, MA, MBAVice President, Investment Services, Global Equities -
Ryan joined Beutel Goodman in 2017. Prior to his appointment to the Canadian Equities team, Ryan held progressively senior positions across multiple departments, including Performance Analyst; Associate, SMA Implementation and Execution; and Equity Trading Associate. Ryan also participated in Beutel Goodman’s internal investment team rotational program, where he completed placements with each of the fixed income, U.S. & international equities, and Canadian equities teams. He holds a degree in Economics and Financial Management from Wilfrid Laurier University and is a CFA Charterholder. Ryan Jones, CFAAnalyst, Canadian 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. 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 and a member of the CFA Society Toronto. Eva is also a holder of the Fundamentals of Sustainability Accounting (FSA) credential awarded by SASB. Eva Grant, CFAVice President, Portfolio Analytics and Responsible Investing -
Kathy joined Beutel Goodman in 2012 and has over 10 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 -
Victor joined Beutel Goodman in 2022 and has over 12 years of investment experience. He is responsible for developing and maintaining client relationships, with a focus on Indigenous Communities and Organizations. Prior to joining Beutel Goodman, Victor held progressively senior roles at T.E. Wealth in their Indigenous Service practice, and most recently was Head of Indigenous Services at Dixon Mitchell Investment Counsel. Victor sits on the Board of Directors for Spirit North as well as their Finance & Audit Committee. He is also on the Committee of Stewardship and Development of the Long-Term Resource for the Indigenous Peoples Resilience Fund, is a part of the CPA Ontario Foundation Indigenous Knowledge Council, and is a Juror for the Partnership Accreditation in Indigenous Relations (PAIR) program with the Canadian Council for Aboriginal Business. Victor is a member of Serpent River First Nation and is currently the co-Chair for this year’s Anishnawbe Health Foundation “friendraiser”. He holds the Chartered Investment Manager (CIM®) designation. Victor Pelletier, CIMVice President, Private Client Group -
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 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. Linda Watts, CFAVice President, Client Service / Business Development -
Marcia joined Beutel Goodman in 2020. She has over 30 years of investment experience, 14 of which were in private client counsel. She is responsible for developing and maintaining client relationships, drawing on her wealth of experience and knowledge. 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 an MBA degree at the University of Toronto. She is also a CFA charterholder. Marcia Wisniewski, MBA, CFAVice President, Private Client Group -
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 25 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, CFAVice President, Fixed Income -
Chris joined Beutel Goodman in 2019 and has over 10 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., CFAVice President, Fixed Income -
Kevin joined Beutel Goodman in 2018 as part of the Private Client Group. Prior to joining BG, he was a Private Client Associate at RBC PH&N Investment Counsel. Kevin is a CFA charterholder and holds a Bachelor of Science in Economics and Biochemistry from the University of Toronto. Kevin Chan, CFAAssistant Vice President, Private Client Group -
Tiana joined Beutel Goodman in 2019 is responsible for administrating client relationships with the Private Client Group. Prior to joining Beutel Goodman, she was an associate at Fiera Capital. Tiana holds a Bachelor of Arts in International Economics and Finance from Ryerson University and has a Sustainable Investment Professional certification from Concordia University. Tiana KauderSupervisor, Private Client Group -
Matthew joined Beutel Goodman in 2022 and is responsible for maintaining and administrating client relationships with the Private Client Group, with a focus on Indigenous communities. Matthew holds a Bachelor of Business Administration from Wilfrid Laurier University, is a CFA charterholder and a member of the Responsible Investment Association of Canada. Matthew Schmidt, CFASenior Associate, Private Client Group -
Melissa joined Beutel Goodman in 2022 and having spent more than 10 years working in the investment industry, has a diverse range of experience across customer service, operations, marketing and business development. Melissa also has a Bachelor of Business Administration with Honours and Distinction from the University of Toronto. Melissa QuachSupervisor, Institutional Client Service -
Jennifer joined Beutel Goodman in 2013 and has held progressively senior roles across both marketing and client service. She provides client service support to BG's institutional relationship managers. Prior to joining Beutel Goodman, Jennifer worked for KingSett Capital. Jennifer earned a Bachelor of Arts from Queen’s University, as well as a Master of Science in Global Finance and Banking from King’s College London. Jennifer Johansen, MScSenior Associate, Client Service -
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 -
Michelle Corrado joined the Beutel Goodman team in 2022. Michelle has over 20 years of experience in human resources management, and is responsible for developing, managing and overseeing the human resources function in the firm. Michelle is a graduate of York University. Michelle Corrado, CHRLVice President, Human Resources -
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 25 years of investment industry experience. She is responsible for employee and corporate administration, 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, CHRPDirector, Employee and Corporate Administration -
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 15 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 oversees all accounting aspects for both pooled and mutual funds, including tax reporting and preparation, with 24 years of experience in tax. Colinda holds a double major in Accounting and Financial Management. Colinda RavlicDirector, Fund Operations -
Shadi joined Beutel Goodman in 2016 with over 20 years of experience, 15 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 over 15 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 -
Uwani joined Beutel Goodman in 2021 and has since become a key member of the Fixed Income team as a credit analyst. She has more than a decade of experience as an analyst, working in Singapore, Sri Lanka and Canada. A CFA charterholder, she is a graduate of Oxford Brookes University in the U.K. Uwani Fernando, CFACredit Research Analyst, Fixed Income -
Ryan joined Beutel Goodman in 2021 and has more than 15 years 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 Laird, MBA, CFACredit Research Analyst, Fixed Income -
Tomi-lee joined Beutel Goodman as part of the Private Client Group in 2021. Prior to joining BG, he worked as an Investment Specialist at BMO. Tomi-lee is a graduate of the University of Guelph and has a degree in Finance. Tomi-lee PagonisAssociate, Private Client Group -
Anthony joined Beutel Goodman in 2021 and has over 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 -
Lauren oversees Finance, Administration and Operations for Beutel Goodman. She has over a decade of experience working in different accounting, finance & operations roles. Prior to joining Beutel Goodman, Lauren was VP, Finance & Operations at Sionna Investment Managers. She is a Chartered Professional Accountant and a graduate of Wilfrid Laurier University. Lauren Wright, CPA, CAVice President, Finance and Administration -
Yiling joined Beutel Goodman in 2023 as Quantitative Analyst with the Fixed Income team. He has two years of investment industry experience as an analyst and holds a Master of Mathematical Finance from the University of Toronto, as well as a Bachelor of Mathematics, Actuarial Science and Statistics double major from the University of Waterloo. Yiling Qi, MMFQuantitative Analyst -
Melissa joined Beutel Goodman in 2022 and has more than 10 years of wealth management experience. Prior to joining the Beutel Goodman Private Client team, she worked as a Portfolio Administrator at Scotia Wealth Management. Melissa is a graduate of McMaster University and has a degree in Mathematics & Statistics. Melissa FeeneyAssociate, Private Client Group -
Tim joined Beutel Goodman in 2023 and assists the Institutional relationship managers in client service and business development. Prior to joining BG, Tim worked in project management and held progressively senior roles as a web developer and client service account manager at a website design and development company. Tim has a diploma in Information and Computer Systems Technology from Camosun College and was a NCAA Division 1 Lacrosse player at the University of Hartford. Tim EvoyAssociate, Institutional Client Service / Business Development -
Erik joined Beutel Goodman in 2019 and has over seven years of investment industry experience. As a Business development Associate, he is responsible for client service and business development for the SMA and mutual fund strategies in Southwestern Ontario and Toronto regions. Most recently, Erik worked on the Beutel Goodman Managed Assets SMA Implementation & Execution desk. Prior to joining Beutel Goodman, he worked on a top CIBC Wood Gundy investment advisory team in Toronto. Erik is a graduate of the University of Western Ontario, with a degree in Economics. Erik JakowlewBusiness Development Associate, Managed Assets -
Katerina joined Beutel Goodman in 2022 and spent two years as a member of the Marketing team before joining the Institutional Client Service team. Prior to joining the company, Katerina worked as a chef in fine dining restaurants in Toronto. Katerina has a diploma in Culinary Management from George Brown College and a certificate in Marketing from University of Toronto School of Continuing Studies. Katerina PolyakovAssociate, Institutional Client Service -
Ruo joined Beutel Goodman in 2017 and is responsible for developing and implementing strategic plans for the organization’s long-term growth. He started his investment career in 2008 and has worked at both Natixis Global Asset Management and RBC Global Asset Management prior to joining BG. He holds a Bachelor of Arts in Economics from the University of Toronto, has a Chartered Investment Manager (CIM) designation, and has completed courses in Derivatives Fundamentals, Futures Licensing and Options Licensing from the Canadian Securities Institute (CSI). Ruo LiuVice President, Strategic Initiatives -
Sean joined Beutel Goodman in 2025 as a Business Development Associate. He is responsible for client service and business development for Beutel Goodman's SMA and mutual fund strategies in western and central Canada. Prior to joining Beutel Goodman, Sean was a Wealth Management Associate with RBC Dominion Securities in West Vancouver. He graduated from Queen's University with a degree in Commerce, with a focus on Finance. Sean WilliamsBusiness Development Associate, Managed Assets
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