Our People



Our People


  • Denis Larose

    Denis Larose, FCIA, CFA, FSA

    Chief Investment Officer - Guardian Capital LP
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    Denis Larose is Chief Investment Officer for Guardian Capital LP (GCLP).  He joined GCLP in 2011 to assume his current role.  Denis is Chairman of a number of investment committees for Guardian.

    In his role as CIO Denis adds depth to the executive team responsible for managing the investment management business of GCLP. During his successful career he has demonstrated leadership in the investment management industry and consistently garnered the respect of clients, peers and his colleagues.

    Previous to GCLP Denis served as Chief Investment Officer, Americas and a Principal, National Partner for Mercer Global Investments. He also performed the role of CIO for the Colleges of Applied Arts and Technology.

    Denis graduated from Université Laval with a BA, Actuarial Science. He is a Fellow of the Canadian Institute of Actuaries, a Fellow of the Society of Actuaries and a CFA® Charterholder.

    Funds Under Management
  • David Onyett-Jeffries

    David Onyett-Jeffries, CFA, MA

    Vice President, Multi Asset Class Solutions - Guardian Capital LP
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    David Onyett-Jeffries is Vice President, Multi Asset Class Solutions, Guardian Capital LP (GCLP). He joined GCLP in 2017 in this role and will be involved with all our multi-asset solutions and provide macro-economic guidance to the investment team.

    David began his career in the public sector before moving into the financial services industry in 2009 when he joined RBC Capital Markets as an Economist. Directly prior to joining GCLP, David was a Senior Economist with Gluskin Sheff + Associates.

    David holds a BA in Economics & Financial Management from Wilfrid Laurier University and a MA in Economics from York University. He is also a CFA® Charterholder.

  • Andrew Cox

    Andrew Cox, CFA

    Portfolio Manager - Guardian Capital LP
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    Andrew Cox is Portfolio Manager for Guardian Capital LP (GCLP).  He joined GCLP in 2016 and will be dedicated to building and managing equity model portfolios for Guardian Capital Advisors (GCA) and providing overall investment support to GCA and their clients.

    Prior to joining Guardian, Andrew spent 14 years at Phillips Hager & North where he co-managed a number of US equity portfolios for institutional and retail clients. Before PH&N he spent four years with Merrill Lynch in London, England as a trader on the Global Foreign Exchange desk.

    Andrew graduated from University of British Columbia with a Bachelor of Commerce, majoring in Finance, with honours and is a CFA® charterholder.

    Funds Under Management
  • Angela Shim

    Angela Shim, CFA, M.Fin.

    Vice President - Guardian Capital LP
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    Angela Shim is Vice President, Investment Management for Guardian Capital LP (GCLP).  She joined Guardian Capital Group Limited (Guardian) in 2014 as Vice President, Corporate Initiatives and in 2016, Angela also assumed responsibilities within GCLP’s multi-asset team and is a member of the GCLP Asset Mix Committee.

    Her career in the financial services industry began in 2000 when she joined JPMorgan Fleming Asset Management. Following this, she spent eight years with Mackenzie Financial, in multiple roles within sales and product management.  Directly prior to joining Guardian, she was Director, Product and Investment Management for SunLife Global Investments Inc. where her primary responsibilities were product development.

    Angela graduated from University of Toronto with a B.Sc. in Human Biology and a B.A. in Commerce. She is a CFA® Charterholder and holds a Masters in Finance (University of Toronto).

  • Srikanth Iyer

    Srikanth Iyer, MBA

    Managing Director - Guardian Capital LP
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    Srikanth (Sri) Iyer is Managing Director – Systematic Strategies for Guardian Capital LP (GCLP).  He joined GCLP in 2001 to help lead the development and implementation of GCLP proprietary systematic strategies.

    His career in the financial services industry began in 1995, when prior to assuming his role at GCLP, he joined Global Value Investors in Princeton, New Jersey, and was responsible for a variety of portfolio management and financial engineering roles.

    Sri graduated from University of Bombay with a B.Comm and earned the Chartered Cost and Works Accountant (India) designation. He received a MBA in Applied Finance from Rutgers Graduate School of Management.

    Funds Under Management
  • Sam Baldwin

    Sam Baldwin, CFA

    Portfolio Manager - Guardian Capital LP
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    Sam Baldwin is Portfolio Manager, Canadian Equity for Guardian Capital LP (GCLP).  He joined GCLP in 2007 as portfolio manager on the systematic strategies team. In 2013 he transitioned into Guardian’s Canadian Equity team, focusing on the large-cap Core Canadian equities strategies

    His career in the financial services industry began in 1999 when he joined Invesco Trimark as an Associate, Strategy and Communications. Sam subsequently assumed the role of Project Manager, Office of the CEO, in the Taiwan office of Invesco. This role was followed by Fund Manager and Product Director, Asian Equities with Invesco Perpetual in the UK, subsequent to which he joined Guardian

    Sam graduated from University of British Columbia with a BA (Honours) and is a CFA® charterholder.

    Funds Under Management
  • Gary Chapman

    Gary Chapman, CFA, MBA

    Managing Director - Guardian Capital LP
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    Gary Chapman is Managing Director – Canadian Equity for Guardian Capital LP (GCLP).  He initially joined GCLP in 1984 as a Canadian equity analyst until 1989. In 1994 he rejoined GCLP as a senior portfolio manager with a focus on Canadian equity growth strategies. He managed Guardian Small/Mid cap mandates for six years, transitioning in 2001 and taking over the Guardian Growth Equity mandate in 2002.

    His career in the financial services industry began in 1982 when he joined Ford Motor Company of Canada in its Treasury Operations. Gary spent five years (1989-1994) with Manulife Financial managing an all-cap mandate incorporating both value and growth.

    Gary graduated from University of Toronto with a BA Sc. (Civil Engineering), obtained his MBA from York University and is a CFA® charterholder.

    Funds Under Management
  • Kevin  Hall

    Kevin Hall, CFA

    Managing Director - Guardian Capital LP
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    Kevin Hall is Managing Director, Canadian Equity for Guardian Capital LP (GCLP).  He joined GCLP in 2000 as an equity research analyst. In 2002 he was promoted to portfolio manager and in 2007 assumed the role of senior portfolio manager as part of the Canadian Equity team specializing in equity income mandates.

    Prior to joining GCLP, Kevin held various positions at Trimark Investment Management and Guardian Group of Funds.

    Kevin graduated from McMaster University with a BA (Commerce) and is a CFA® charterholder.

    Funds Under Management
  • Fiona Wilson

    Fiona Wilson, CFA

    Portfolio Manager - Guardian Capital LP
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    Fiona Wilson is Portfolio Manager – Systematic Strategies for Guardian Capital LP (GCLP).  She joined GCLP in 2011 in her current role.

    Her career in the financial services industry began in 1989 when she joined CIBC as an options trader. Prior to joining Guardian, Fiona was Portfolio Manager, Global Derivative Instruments with Ontario Municipal Employees Retirement System (OMERS). Previous roles included Head of Currency Options Marketing, South East Asia for Societe Generale with postings in Tokyo, Singapore and London. Her experiences included structuring classical and exotic option trading and hedging strategies for central banks, corporate and institutional clients throughout Asia.

    Fiona graduated from University of Western Ontario with a BA and obtained from University of Windsor an Honours Bachelor of Commerce and MBA. She is a CFA® charterholder.

    Funds Under Management
  • Peter Michaels

    Peter Michaels, CFA, M. Eng

    Portfolio Engineer - Guardian Capital LP
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    Peter Michaels is a Portfolio Engineer, Systematic Strategies for Guardian Capital LP (GCLP). He joined GCLP in 2012 as a Sr. Quantitative Analyst with responsibility for research and modeling.

    His career in the financial services industry began in 2008 when he joined OANDA Corp. Prior to joining Guardian, Peter worked with Scotia Capital, Symcor and Honeywell Aerospace in the capacity of a software engineer, with an emphasis on innovative computer and financial technology providing financial information to portfolio managers and financial institutions.

    Peter earned a Master’s degree (Computer Engineering) from University of Toronto and is a CFA® charterholder.

  • Adam Cilio

    Adam Cilio, FRM, CFA, MMF

    Senior Portfolio Engineer - Guardian Capital LP
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    Adam Cilio is Senior Portfolio Engineer, Systematic Strategies for Guardian Capital LP (GCLP). He joined GCLP in 2008 in his current role with responsibility for research and modeling.

    His career in the financial services industry began in 2005 when, prior to joining GCLP, he joined TD Securities as a market risk analyst.

    Adam graduated from University of Toronto with a Bachelor of Applied Science (Industrial Engineering) and earned a Master’s degree (Mathematical Finance). He is a CFA® charterholder and holds the Financial Risk Manager designation.

    Funds Under Management
  • Steve Bates

    Steve Bates, CFA

    Investment Manager and Chief Investment Officer - GuardCap Asset Management Limited
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    Steve Bates is Investment Manager and Chief Investment Officer for GuardCap Asset Management Limited.

    Steve joined in 2013, when Guardian Capital acquired Zephyr Management and formed GuardCap. Prior to joining GuardCap, he co-founded the Aurora strategy with Clive Lloyd in 2003. Previously he was head of emerging markets at JP Morgan Fleming Asset Management, a business he established for predecessor organization (Flemings) in 1990. Steve has previous experience as an investor in both U.S. and European equity markets.

    Steve holds a law degree from Cambridge University and is a CFA® charterholder.

    Funds Under Management
  • Michael Boyd

    Michael Boyd

    Investment Manager - GuardCap Asset Management Limited
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    Michael Boyd is Investment Manager for GuardCap Asset Management Limited (GuardCap). He joined GuardCap in 2014.

    Michael has been managing fundamental equity funds for over 25 years. Prior to joining GuardCap, Michael was at the London-based institutional fund management company, Seilern Investment Management Ltd. (1994-2013), as global equity fund manager, Managing Director and shareholder. Before that, he was a fund manager at Murray Johnstone Limited (1988-1994) in Glasgow, Scotland.

    Michael received an honours degree in economics from Heriot-Watt University, Edinburgh and qualified as an Associate of the Institute of Bankers in Scotland.

    Funds Under Management
  • Robert Broley

    Robert Broley, MBA

    Senior Vice President - Guardian Capital LP
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    Robert Broley is Senior Vice President, Investment Services for Guardian Capital LP (GCLP). He joined GCLP in 2009 with a focus on corporate development and external relationships.

    His career in the financial services industry began in 1997 when he joined Towers Perrin as a research analyst. Prior to GCLP he held the role of vice president/regional director at JanusINTECH Institutional Asset Management and previously at Capital Guardian Trust Company and JP Morgan Fleming Asset Management.

    Rob graduated from the University of Western Ontario with an Honours BA and obtained his MBA from McGill University.

  • Sera Kim

    Sera Kim, CFA

    Portfolio Manager, Canadian Growth Equity - Guardian Capital LP
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    Sera Kim is Portfolio Manager, Canadian Growth Equity for Guardian Capital LP (GCLP).  She joined GCLP in 2013. Sera is a proven senior investment analyst with experience in researching Canadian and global companies.

    Sera began her career in 1998 with IBM Canada as a Financial Analyst, and entered the financial services industry in 2000 with CIBC World Markets in Equity Research, followed by a similar role at Raymond James. Prior to joining GCLP, Sera was Director, Equity Research Analyst - Technology for GMP Securities in Toronto.

    Sera graduated from Queen’s University with a Bachelor of Commerce (Honours). She is a CFA® charterholder.

  • Adam Low

    Adam Low, CFA

    Vice President, Equity Analyst - Guardian Capital LP
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    Adam Low is Vice President, Equity Analyst for Guardian Capital LP (GCLP). He joined GCLP in 2015, as part of the Canadian equity team as a generalist.

    His career in the financial services industry began in 2005, when he joined Raymond James. Prior to joining Guardian, Adam analyzed small and mid-size Canadian mining & metals companies, and before that, he analyzed the Canadian technology sector, for Raymond James.

    Adam graduated from the University of Manitoba with a Bachelor of Commerce (Honours) and is a CFA® charterholder.

  • Ted Macklin

    Ted Macklin, CFA

    Managing Director - Guardian Capital LP
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    Ted Macklin is Managing Director, Canadian Equity for Guardian Capital LP (GCLP). He joined GCLP in 2000 as part of the Canadian equity team. He focuses on Guardian’s large-cap Core Canadian equities strategies.

    His career in the financial services industry began in 1983 when he joined Confederation Life Insurance as a financial analyst. Ted has been managing equity portfolios since 1989 (US equities 1989-1993; subsequently Canadian equities to present). Prior to joining GCLP, Ted was part of the Canadian equity teams at both Bolton Tremblay Inc. (Montrusco Bolton) and Elliott and Page Ltd.

    Ted graduated from University of Toronto with a B.Comm and is a CFA® charterholder.

    Funds Under Management
  • Michele Robitaille

    Michele Robitaille, CA, CBV, CFA

    Managing Director - Guardian Capital LP
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    Michele Robitaille is Managing Director, Canadian Equity for Guardian Capital LP (GCLP).  She joined GCLP in 2003 as a portfolio manager within our Canadian equity team with specific responsibility for equity income mandates. Michele was promoted to senior portfolio manager in 2007, assuming her current role in 2012.

    Prior to joining Guardian, Michele worked as an equity research analyst for various Canadian investment dealers including Scotia Capital Inc. and National Bank Financial. Prior to that, she worked at Price Waterhouse LP in both the Audit and Business Services and Financial Advisory Services groups.

    Michele graduated from University of British Columbia with a Bachelor of Commerce. She also holds the designations of Chartered Accountant and Chartered Business Valuator and is a CFA® charterholder.

    Funds Under Management
  • Edward Soye

    Edward Soye, MA, CFA

    Equity Analyst - Guardian Capital LP
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    Edward Soye is an Equity Analyst, Canadian Equities for Guardian Capital LP (GCLP). He joined GCLP in 2009 as part of the institutional client service team. In 2013 he joined Guardian’s Canadian Equity team, focusing on the large-cap Core Canadian equities strategies.

    His career in the financial services industry began in 2009 when he joined GCLP. Prior to joining Guardian, Edward served as a reserve Air Force officer in a variety of roles.

    Edward graduated from University of Toronto with an Honours BA (History) and from the Royal Military College of Canada with a MA (War Studies). He was granted the Chartered Investment Manager (CIM) designation and is a CFA® charterholder.

  • Michael  Weir

    Michael Weir, CFA

    Managing Director - Guardian Capital LP
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    Michael (Mike) Weir is Managing Director, Canadian Equity for Guardian Capital LP (GCLP). He joined GCLP in 2000 as Senior Portfolio Manager within the Canadian equity team and currently specializes in Guardian’s Small/Mid Cap strategy.

    His career in the financial services industry began in 1982 when he joined Avco Financial Services as a loans officer. Prior to joining Guardian, Mike worked as a portfolio manager at Hospitals of Ontario Pension Plan, National Life, Prudential Insurance Company of America and Royal Trust.

    Mike graduated from University of Toronto with a BA (Commerce) and is a CFA® charterholder.

    Funds Under Management
  • Wes Dearborn

    Wes Dearborn, CFA

    Portfolio Analyst - Guardian Capital LP
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    Wes Dearborn is Portfolio Analyst for Guardian Capital LP (GCLP).  He joined GCLP in 2009 as Fixed Income Analyst; he manages Guardian Short-term Investment Fund and all other money market trading. Wes also manages all foreign exchange trading (spot and forward transactions), performs credit analysis and actively participates in GCLP Core Bond portfolio strategy and implementation.

    His career in the financial services industry began in 2005 when, prior to GCLP, Wes was an analyst for the OPSEU Pension Trust treasury department. He also worked in the treasury department of George Weston and Laidlaw.

    Wes graduated from Brock University with a BBA (Honours) and is a CFA® charterholder.

    Funds Under Management
  • Domenic  Gallelli

    Domenic Gallelli, CFA

    Portfolio Manager - Guardian Capital LP
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    Domenic Gallelli is Portfolio Manager, Fixed Income for Guardian Capital LP (GCLP).  He joined Guardian in 1996 as a database analyst for the Guardian Group of Funds, transitioning to GCLP in 1998 as fixed income analyst with responsibilities for credit analysis, quantitative analysis, yield curve analytics and money market management. Dom was later promoted to his current role and is responsible for management of Core Fixed Income, Real Return Bonds, Global Bonds, and Liability Driven Investments.

    Dom graduated from University of Toronto with a BA (Economics) and is a CFA® Charterholder.

    Funds Under Management
  • Peter  Hargrove

    Peter Hargrove, CFA

    Managing Director - Guardian Capital LP
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    Peter Hargrove is Managing Director, Fixed Income for Guardian Capital LP (GCLP).  He joined GCLP in 1995 and is the Head of Fixed Income, leading the team that manages a diverse range of fixed income strategies. Peter is also the primary portfolio manager on Guardian’s flagship Core Fixed Income strategy.

    His career in the financial services industry began when he joined SunLife and later, City of Calgary where he progressed from bond trading to portfolio management duties. Prior to joining Guardian, Peter spent a decade in a similar leadership role in the fixed income group of MT Associates Investment Counsel.

    Peter graduated from Concordia University (1975) with a B.Comm. (Accounting) and is a CFA® charterholder.

    Funds Under Management
  • Judith  Henry

    Judith Henry

    Trader, Money Market - Guardian Capital LP
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    Judith Henry is Trader, Money Market for Guardian Capital LP (GCLP).  She joined GCLP in 1998 in the fixed income team. She was promoted to Research Assistant, Fixed Income in 2000 and assumed her current role in 2016.

    Her career in the financial services industry began in 1990 when she joined Dean Witter Canada. Prior to joining Guardian, Judith was a research/economic assistant at Midland Walwyn.

    Judith graduated with a Business Administration diploma from Centennial College and received her Ontario Management Development diploma from George Brown College. Judith has also received her Canadian Security certificate and the Conduct and Practices Handbook certificate.

  • Stephen  Kearns

    Stephen Kearns, CFA, MBA

    Managing Director - Guardian Capital LP
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    Stephen Kearns is Managing Director – Fixed Income for Guardian Capital LP (GCLP).  He joined GCLP in 1993 as an assistant portfolio manager on the fixed income team. His current responsibilities include High Yield and Investment Grade fixed income management as well as structured portfolio management.

    Prior to joining Guardian, Steve spent several years in corporate finance at Montreal Trust and National Bank of Canada.

    Steve graduated from University of Western Ontario with a B.Sc. (Chemistry) and an MBA. He is a CFA® charterholder.

    Funds Under Management
  • Derrick  Knie

    Derrick Knie, CFA, M.Fin

    Portfolio Manager and Senior Credit Analyst - Guardian Capital LP
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    Derrick Knie is Portfolio Manager and Senior Credit Analyst, Fixed Income for Guardian Capital LP (GCLP). He joined GCLP in 2010 as a senior credit analyst with responsibilities for credit analysis of high-yield bonds, with a secondary emphasis on the corporate credits in the Core Fixed Income strategy. Derrick was later promoted to his current role and is lead manager for the Short Duration Bond strategy along with his credit analyst responsibilities.

    His career in the financial services industry began in 1994 when he joined RBC Dominion Securities. Prior to joining Guardian, Derrick worked for Standard & Poor’s, Laketon Investment Management, Legg Mason, and, most recently, Dundee Securities.

    Derrick graduated from University of Toronto with a Bachelor of Applied Science, (Engineering Science), an M.Fin from University of Toronto Rotman School of Management and is a CFA® charterholder.

    Funds Under Management
  • Clive Lloyd

    Clive Lloyd

    Investment Manager and EMEA Stock Selection Specialist - GuardCap Asset Management Limited
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    Clive Lloyd is Investment Manager and EMEA Stock Selection Specialist for GuardCap Asset Management Limited.

    Clive joined in 2013, when Guardian Capital acquired Zephyr Management and formed GuardCap. Prior to joining GuardCap, he co-founded the Aurora strategy with Steve Bates in 2003. Previously he was senior portfolio manager at JP Morgan Fleming Asset Management, responsible for global emerging market portfolios. Prior to joining Flemings in 1996, he was a fund manager for Legal & General, a large UK life assurance company, for 13 years during which he headed teams covering North America, the Far East and Global emerging markets.

    Clive received an Economics degree from Leeds University.

    Funds Under Management
  • Giles Warren

    Giles Warren

    Investment Manager - GuardCap Asset Management Limited
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    Giles Warren is Investment Manager for GuardCap Asset Management Limited (GuardCap). He joined GuardCap in 2014.

    His career in the financial services industry began in 1997 when he joined the London-based, institutional fund management company Seilern Investment Management Ltd. (1997-2013). At this firm, and prior to joining GuardCap, he worked with Michael Boyd on Seilern Stryx World Growth Fund, ultimately becoming a co-fund manager of the fund (2010).

    Giles graduated from Edinburgh University with an honours degree in politics and economic history. He is an Associate of the Society of Investment Professionals.

    Funds Under Management
  • Elisa Ichii

    Elisa Ichii, CFA

    Investment Analyst - Guardian Capital LP
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    Elisa Ichii is Investment Analyst for Guardian Capital LP (GCLP). She joined GCLP in 2003 as Performance Analyst; in 2007 she was promoted to Supervisor – Performance Analytics. In 2012 she joined the GCLP investment team to assume her current role, where she works directly with the Chief Investment Officer overseeing the firm’s investment strategies and to work on numerous research projects. She is also closely involved in the management and structuring of the firm’s multi-asset strategies.

    Prior to GCLP, Elisa held various positions in account management at Guardian Capital Advisors and before that, Guardian Group of Funds. 

    Elisa graduated from York University with a Bachelor of Science degree and is a CFA® charterholder.

  • Frank Bartello

    Frank Bartello

    Senior Vice President - Guardian Capital Real Estate
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    Frank Bartello is Senior Vice President, Acquisitions and Asset Management for Guardian Capital Real Estate GP Inc. (GCRE). He joined GCRE in 2015 when he was appointed to his current role. Frank has over 23 years of experience across all facets of the real estate industry including investments, asset management, development, leasing and finance. He has responsibility for the overall growth of the Guardian Capital Real Estate Fund, as well as acquiring, and managing, the assets for the core portfolio.

    His career in the real estate industry began in 1993 when he joined Centrecorp in property management. Prior to joining Guardian, Frank was Vice President, Acquisitions of GPM Investment Management for over 12 years, where he was also a member of the investment committee. 1999 to 2002, he was Assistant Vice President, Operations at RioCan, Canada’s largest retail REIT, where he was responsible for over 24 million square feet and before then, Director of Operations & Leasing (1995-1999) at O&Y Enterprises, responsible for a portfolio in excess of three million square feet of retail property.

    Frank graduated from York University with a BAS degree.

  • Joshua Hamer

    Joshua Hamer, MBA

    Vice President - Guardian Capital Real Estate
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    Joshua Hamer is Vice President, Acquisitions & Asset Management for Guardian Capital Real Estate GP Inc. (GCRE). He joined GCRE in 2014 as Director of Acquisitions and Asset Management. He has responsibility for executing property transactions and providing strategic management for GCRE portfolio assets.

    His career in the real estate industry began in 2008 when he joined Sparrow Group, a commercial property development firm. Prior to joining Guardian, Josh was an asset manager at GPM Investment Management for three years, managing $260 million of property across Canada.

    Josh graduated from DeGroote School of Business at McMaster University with an Honours Bachelor of Commerce degree and has obtained a Master of Business Administration from the Richard Ivey School of Business at the University of Western Ontario.

  • Brian Holland

    Brian Holland

    Senior Vice President - Guardian Capital LP
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    Brian Holland is Senior Vice President, Client Service for Guardian Capital LP (GCLP). He joined GCLP in 1999 as Vice President, Investment Services and soon after assumed the role of Senior Vice President with responsibility for the firm’s institutional client service, and socially responsible investment portfolios.

    His career in the financial services industry began in 1983, when he joined Moss Lawson & Co. brokerage firm, subsequently moving to Burns Fry. Prior to joining GCLP, Brian was a partner at Bolton Tremblay and before that a consultant to SEI.

    Brian graduated from Trent University with a BSc in Economics with Mathematics.

  • Gregory Chai

    Gregory Chai, CFA

    Vice President - Guardian Capital LP
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    Gregory Chai is Vice President, Client Service for Guardian Capital LP (GCLP). He joined GCLP in 2009 to assume this role.

    His career in the financial services industry began in 1992 when he joined Frank Russell as a quantitative analyst. This was followed by roles in various divisions of the organization, culminating in servicing Canadian institutional clients. Prior to joining GCLP he spent 10 years at a Barclays Global Investors with a variety of responsibilities, including product development, marketing and client servicing to pension plans, foundations and endowments.

    Greg graduated from the University of Guelph with a Bachelor of Commerce (Honours). He is CFA® charterholder.

  • Joyce  Hum

    Joyce Hum, CFA, MBA

    Vice President - Guardian Capital LP
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    Joyce Hum is Vice President, Consultant Relations for Guardian Capital LP (GCLP). She joined GCLP in 2010 with a mandate to establish and actively service relationships with consulting firms within the North American consulting community.

    Her career in the financial services industry began in 1994, when she joined Towers Perrin as an investment analyst and subsequently a consultant with a focus on pension, endowment and foundation investment needs. Prior to joining GCLP, Joyce was Vice President, Consultant Relations, State Street Global Advisors.

    Joyce is an active board member for the Canadian Association of Investment Management Sales Executives (AIMSE) and a member of the CFA Institute.

    Joyce graduated from the University of Toronto with a Bachelor of Commerce, an MBA from York University, Schulich School of Business, and is a CFA® charterholder.

  • Hugh MacFarlane

    Hugh MacFarlane

    Senior Vice President - Guardian Capital LP
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    Hugh MacFarlane is Senior Vice President, Investment Services for Guardian Capital LP (GCLP). He joined GCLP in 2004 in the capacity of Vice President, Investment Services, promoted to his current role in 2007.

    His career in the financial services industry began in 1983 when he joined Midland Doherty. Prior to GCLP, Hugh held directors roles, with responsibilities for business development at Royal Trust and institutional sales at Scotiabank. He was also a director of institutional sales and marketing a KBSH Investments.

    Hugh graduated from St. Francis Xavier University with a Bachelor of Business Administration.

  • Chris Winchell

    Chris Winchell

    Vice President - Guardian Capital LP
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    Chris Winchell is Vice President, Investment Services for Guardian Capital LP (GCLP). He joined GCLP in 2003 as Regional Sales Manager and was promoted to his current role in 2011.

    His career in the financial services industry began in 1997, when he joined Guardian Group of Funds as a client service representative and was subsequently transferred to the sales department as a senior internal sales representative with responsibilities for marketing and servicing of mutual funds to the broker community.

    Chris is a graduate of the University of Western Ontario.

  • Patrick Poulin

    Patrick Poulin

    Vice President - Guardian Capital LP
    ppoulin@guardiancapital.com
      403-296-3833
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    Patrick Poulin is Vice President, Investment Services for Guardian Capital LP (GCLP).  He joined GCLP in 2011 with a focus on developing, sustaining and servicing relationships within the managed asset distribution channel.

    His career in the financial services industry began in 1988 when he joined CIBC Wood Gundy as an investment advisor. Prior to Guardian Capital Patrick held a number of senior management and business development roles within Canada’s exempt market space.

    Patrick graduated from Simon Fraser University with a B.A. in Economics.

     

  • Scott Perfonic

    Scott Perfonic, CIM

    Vice President - Guardian Capital LP
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    Scott Perfonic is Vice President, Investment Services for Guardian Capital LP (GCLP). He joined GCLP in 2015 with a focus on growing our retail intermediary relationships in BC.

    His career in the financial services industry began in 2001, when he joined Raymond James Ltd. He held positions with responsibility for growth, development and operations of their fee-based programs. As well, he worked with a high-profile Raymond James investment advisory team.

    Scott graduated from the British Columbia Institute of Technology  with a Diploma of Technology in Financial Management. He has obtained his Canadian Investment Management (CIM) designation.

  • Andrew Storosko

    Andrew Storosko

    Investment Services Associate - Guardian Capital LP
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    Andrew Storosko is Investment Services Associate, Investment Services for Guardian Capital LP (GCLP).  He joined GCLP in 2016 and has responsibility to support the retail distribution of all GCLP mandates, and all Investment Services team members with administrative and analytical requests.

    His career in the financial services industry began in 2011, when he gained valuable experience working at BMO Harris Private Banking and BMO Bank of Montreal during intern placements while in University. Prior to joining Guardian Andrew held the role of business analyst at Minto Properties.

    Andrew graduated from Saint Mary’s University, Sobey School of Business, with a Bachelor of Commerce and is pursuing the CFA designation.

  • Ed Wallace

    Ed Wallace, CFA

    Investment Manager - GuardCap Asset Management Limited
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    Ed Wallace is Investment Manager for GuardCap Asset Management Limited. He joined GuardCap in 2015.

    His career in the investment industry began in 2001 when he joined Gartmore Investment Management on their global equity team as a graduate trainee, subsequently becoming an analyst and portfolio manager. In 2011 Henderson Group acquired Gartmore and Ed moved with the team to Henderson Global Investors where he helped manage global and international equity funds for institutional and retail clients. Over an 18-month period (2003-05), he also participated in developing UK government policy on institutional investment at HM Treasury.

    Ed graduated with a first-class honours degree in Modern History from Oxford University. He is a CFA® charterholder.

    Funds Under Management
  • Orlaith O'Connor

    Orlaith O'Connor, CFA

    Investment Manager - Guardcap Asset Management Limited
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    Orlaith O’Connor is Investment Manager for GuardCap Asset Management Limited (GuardCap). She joined GuardCap in 2015. 

    Orlaith's career started in 2010 at Martin Currie Investment Management in Edinburgh, Scotland, where she researched global healthcare companies. Prior to specializing in healthcare Orlaith worked on the technology, media and telecoms and Asian teams.

    Orlaith holds an MPhil in Economics from the University of Cambridge and a First Class Honours degree in Economics and Mathematics from the National University of Ireland, Galway. She is a CFA® charterholder.

  • David Jensen

    David Jensen

    Risk Management Specialist - Guardcap Asset Management Limited
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    David Jensen is Risk Management Specialist – GuardCap Asset Management Limited. He joined GuardCap in 2010. He has a background in mathematics and programming and performs statistical analyses and econometric modeling for the emerging market strategies.

     

  • Uzma Khan

    Uzma Khan, MBA, CFA, FRM

    Junior Credit Analyst, Fixed Income - Guardian Capital LP
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    Uzma Khan is Junior Credit Analyst, Fixed Income for Guardian Capital LP (GCLP).  She joined in September 2015 with responsibility to assist in research and analysis on specific issues, industries and themes.

    Her career in the financial services industry began in 2004 when she joined Atlas Asset Management in Karachi as a junior analyst, subsequently assuming the role of Investment Analyst, over an 8-year tenure.

    Uzma holds the designations of Chartered Financial Analyst and Financial Risk Management. She earned a Masters in Finance (M.Fin), from the University of Toronto, Rotman School of Management.

  • Greg Zdzienicki

    Greg Zdzienicki, CIM, FCSI

    Client Portfolio Manager - Guardian Capital LP
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    Greg Zdzienicki is Client Portfolio Manager, Systematic Strategies for Guardian Capital LP (GCLP). He joined GCLP in June 2016.

    Greg’s career in the financial services industry began in 1997, when he joined BMO, with subsequent roles at Manulife and HSBC.  Prior to joining GCLP, he spent close to ten years at Hansberger Growth Investors as a Client Portfolio Manager for their international growth strategy.  At Hansberger he was responsible for the on-going portfolio manager communication and servicing of their client base in both the U.S. and Canada. 

    Greg graduated from York University with a Bachelor degree specializing in Science and Technology studies. He holds both the CIM® and FCSI® designations and is currently a Level III candidate in the CFA program. 

    Funds Under Management
  • Joris Nathanson

    Joris Nathanson

    Investment Manager - GuardCap Asset Management Limited
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    Joris Nathanson is Investment Manager for GuardCap Asset Management Limited. He joined GuardCap in 2016.

    Prior to joining GuardCap, Joris spent ten years working for Nevsky Capital LLP, a Global and Emerging Markets specialist investment firm with multi-billion dollar assets under administration, offering both long-only and long/short strategies, where he was Partner and Senior Analyst.

    Joris graduated from Oxford University with a degree in Philosophy, Politics and Economics (PPE). He qualified as a Charter Accountant with Deloitte LLP.

    Funds Under Management
  • Bojana Bidovec

    Bojana Bidovec, CFA

    Investment Manager - GuardCap Asset Management Limited
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    Bojana Bidovec is Investment Manager for GuardCap Asset Management Limited (GuardCap). She joined GuardCap in 2016.

    Bojana’s career in investment management started in 2004 with Driehaus Capital Management in Chicago, where she was an analyst and later portfolio manager. In 2010 she joined the global equities team at RobecoSAM in Zurich, as a senior analyst covering the industrial and technology sectors. Bojana also spent time in the firm's Hong Kong office, expanding the team’s coverage of Asian companies.

    Bojana graduated from the University of Ljubljana in Slovenia with a degree in Banking and Finance, and has an MBA from London Business School. She is a CFA® charterholder.

  • Joe Hays

    Joe Hays

    Vice President - Guardian Capital LLC
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    Joe Hays, is Vice President, Investment Services for Guardian Capital LLC (Guardian).  He joined Guardian in 2016 and has responsibility for business development in the Northeastern United States and is the National Sales Director.

    His career in the financial services industry began in 1989. Prior to joining Guardian, Mr. Hays was a founding partner and the National Sales Manager at Aston Asset Management, where he oversaw Mutual Fund and Managed Account sales. In addition to leading Aston’s external sales team, he was also directly responsible for business development in New York, New Jersey, Delaware and Pennsylvania. Through 1999, he was a regional Vice President of Van Kampen Funds.

    Mr. Hays received a B.S. in Business Administration from LaSalle University, in Philadelphia, and holds Series 24, 7 and 63 securities licenses. He is also a member of the Investment Wholesalers of America and the Association of Investment Management Sales Executives.

  • Joe Reid

    Joe Reid

    Vice President - Guardian Capital LLC
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    Joe Reid is Vice President, Investment Services for Guardian Capital LLC (Guardian).  He joined Guardian in 2016 and has responsibility for business development in the Central Region of the United States.

    His career in the financial services industry began in 1998 when he joined the AIM Family of Funds. Prior to joining Guardian, Mr. Reid was a partner and Managing Director at Aston Asset Management where he was directly responsible for mutual fund business development in Illinois, Indiana, Minnesota, Missouri, North Dakota, South Dakota and Wisconsin. Joe joined Aston’s predecessor firm, ABN AMRO in 1999.

    Mr. Reid received a B.S. in Political Science from Texas Christian University and holds Series 6, 7 and 63 securities licenses. 

  • David Robinow

    David Robinow

    Vice President - Guardian Capital LLC
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    David Robinow is Vice President, Investment Services for Guardian Capital LLC (Guardian). David will focus on the US Western Region for Guardian. He brings more than 20 years of investment industry experience to his role.  

    Prior to joining Guardian, David was a partner with Aston Asset Management, as well as holding numerous sales consulting positions with Callan Associates and Charles Schwab.

    David received his Business Economics degree from the University of California at Santa Barbara and holds his Series 6,7 and 63 FINRA licenses.  

  • Keith Schwartz

    Keith Schwartz

    Vice President - Guardian Capital LLC
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    Keith Schwartz is Vice President, Investment Services for Guardian Capital LLC (Guardian). He joined Guardian in 2016 and is responsible for building and servicing financial intermediary relationships in the Southeast United States. Keith brings more than 22 years of investment industry experience to his role.  

    His career in the financial services industry began in 1994 when he joined Merrill Lynch. Directly prior to joining Guardian, Keith held a similar position with Affiliated Managers Group and its predecessor firm Aston Asset Management. 

    Keith graduated from New York University with a Bachelor of Science, majoring in both Finance and Economics.

  • John A. Schattenfield

    John A. Schattenfield

    Vice President - Guardian Capital LLC
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    John Schattenfield is Vice President, Institutional Services for Guardian Capital LLC (Guardian). He joined Guardian in 2016 and is responsible for building and servicing institutional client relationships throughout the Midwest and West of the United States.
     
    John’s career in the financial services industry began in 1985, when he joined Bear Stearns. During his 30+ year industry tenure, John held a number of senior management roles with responsibility for institutional business development, distribution strategies and consultant relations, at firms such as Wells Capital, Scout Investments, US Bancorp Asset and Piper Capital. Directly prior to joining Guardian, John was VP/Director, Institutional Business Development for Wells Capital, a US$480Bn global asset manager, working with corporate, public, endowment and foundation markets.

    John graduated from Oglethorpe University (Atlanta, GA) with a Bachelors of Business Administration (Economics/Business). 

     

  • Alice Yin

    Alice Yin

    Emerging Markets Analyst - GuardCap Asset Management Limited
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    Alice Yin is an Emerging Markets Analyst for GuardCap Asset Management Limited.  She joined GuardCap in 2017. 

    Prior to joining GuardCap, Alice spent five years working for Barclays Investment Bank as an associate on the M&A team, focusing on mergers and acquisitions in EMEA, cross-border transactions and working directly with companies on their financial and strategic options across a wide range of sectors. 

    Alice graduated from Oxford University with a degree in Mathematics and Statistics and is a CFA® Charterholder.

  • Trung Nguyen

    Trung Nguyen, MBA

    Equity Income Analyst - Guardian Capital LP
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    Trung Nguyen is Equity Income Analyst, Canadian Equity, for Guardian Capital LP (GCLP). He joined GCLP in 2017 in this role and will be focused on equity income mandates.

    Trung’s career in the financial services industry began in 2015, when he joined GMP Securities as an equity research associate covering industrial products companies. Prior to this role, he spent four years as an electrical engineer with SNC Lavalin.

    Trung graduated from University of Manitoba with a BSc. He earned his MBA from University of Toronto. Trung has completed and passed all three levels of the Chartered Financial Analyst program and may be awarded the Charter upon completion of the required work experience.

  • Scott Glassco

    Scott Glassco

    Fixed Income Strategist and Trader - Guardian Capital LP
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    Scott Glassco is Fixed Income Strategist and Trader for Guardian Capital LP (GCLP). He joined GCLP in 2016 in this role.

    His career in the financial services industry began in 1980 when he joined Richardson Greenshields as a trainee/trader. Directly prior to joining Guardian, Scott was Managing Director, Fixed Income Sales for Scotiabank Global Banking and Markets, and Domestic Sales Manager, Fixed Income for Scotia Capital Markets. In 1982 Scott joined McLeod Young Weir as a long Government of Canada bond trader. Over 35 years he assumed senior roles in trading, global client coverage and business development in debt capital markets.

    Scott graduated from Queen’s University with a BA in Economics.


  • General Inquiries

    • Commerce Court West
    • 199 Bay Street - Suite 3100 PO Box 201
    • Toronto, Ont. M5L 1E8