Our People



Our People


  • 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.

  • Guillaume Rivest

    Guillaume Rivest, MBA

    Vice President, Investment Services, Retail Intermediary - Guardian Capital LP
    grivest@guardiancapital.com
      514-605-2877
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    Guillaume Rivest is Vice President, Investment Services, Retail Intermediary for Guardian Capital LP (Guardian).  He joined Guardian in 2018 with the mandate to support Guardian’s distribution activities and initiatives within the retail intermediary channel across the province of Québec.

    Guillaume’s career in the financial services industry began in 2004 when he joined Desjardins Financial Group. Prior to joining Guardian, his most recent position with Desjardins was as Business Development Director, where he supported and advised on distribution and business development in multiple channels, including Full-Service and Online Brokerage, as well as Private Wealth Management. 

    Guillaume graduated with a Bachelors degree in International Business and Management from HEC Montréal and an Executive MBA from Université de Sherbrooke. A native French speaker, Guillaume is also fluent in English, Spanish and Portuguese.

  • Andrew Storosko

    Andrew Storosko

    Investment Services Director - Guardian Capital LP
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    Andrew Storosko is Investment Services Director 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 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