Our People



Our People


  • 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 Milot-Daignault

    Patrick Milot-Daignault

    Vice President - Guardian Capital LP
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    Patrick Milot-Daignault is Vice President, Investment Services for Guardian Capital LP (GCLP). He joined GCLP in 2008 with a primary focus on retail managed assets.

    Patrick began his career in 1994. Prior to joining GCLP, he had a variety of managerial and business development roles at General Motors Asset Management (NYC), Nippon Express (NYC), TAL Global Asset Management (Caribbean & Canada) and Unicredit Bank (Cayman).

    He worked with the United Nations at the International Labour Office as an Actuary/Statistician. Patrick graduated from the University of Montreal with a BSc Actuarial Sciences (Mathematics) and UQAM with a Teaching License & Certifications.

  • 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.

  • Benjamin Cotter

    Benjamin Cotter

    Investment Services Director - Guardian Capital LP
    bcotter@guardiancapital.com
      416-350-8007
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    Benjamin (Ben) Cotter is Investment Services Associate, Investment Services for Guardian Capital LP (GCLP). He joined GCLP in 2014 with 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 2013 when, prior to joining GCLP, he held an administrative role at RBC Dominion Securities.

    Ben graduated with a BA Honours (Geography) from University of Ottawa. He is pursuing the CFA designation.

  • Greg  Priestman

    Greg Priestman

    Investment Services Representative - Guardian Capital LP
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    Greg Priestman is Investment Services Representative, Investment Services for Guardian Capital LP (GCLP). He joined GCLP in 2009 and the Investment Services team the following year. He has responsibility for client reporting, keeping GCLP clients attuned to developments through a variety of marketing pieces and analytical reviews, as well as handling various administrative duties.

    Prior to joining GCLP, Greg held various administrative, editorial and educational appointments in Canada and overseas.

    Greg graduated from McGill University.

  • 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.

  • 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.


  • General Inquiries

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