Our People



Our People


  • Anthony Messina

    Anthony Messina, CPA, CFA

    Managing Director & Head of Private Wealth Management - Guardian Capital Advisors LP
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    Anthony Messina is Managing Director for Guardian Capital Advisors LP. He joined in 2016 and is Head of Private Wealth Management.

    Anthony’s career in the financial services industry began in 1987 at Coopers & Lybrand (now PricewaterhouseCoopers).  Prior to joining GCA, Anthony spent over 10 years at BNY Mellon Wealth Management Canada (formerly I3 Advisors), most recently as President overseeing the family office-oriented wealth management business with approximately $5 billion in assets.  During his tenure, he served as a member of various global operating, investment strategy and marketing committees, and as director of the Canadian and Cayman Island businesses. Previous to this Anthony was with a diversified venture capital and financial services firm as the Chief Operating Officer.  

    Anthony is a graduate of the Schulich School of Business. He holds the Chartered Professional Accountant designation and is a CFA® charterholder. Anthony is active in numerous charities including the Mackenzie Health Foundation focusing on their finance and investment committees.

  • Matthew  Baker

    Matthew Baker, CFA, CMT, CIM, DMS

    Vice President and Portfolio Manager - Guardian Capital Advisors LP
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    Matthew Baker is Vice President and Portfolio Manager for Guardian Capital Advisors LP (GCA).  He joined GCA in 2007 and has responsibility for development, implementation and management of portfolios for private clients, foundations, and corporations. Matthew heads the Guardian Private Wealth Bond Fund and, as a member of the GCA Investment Committee, he contributes to the development of the firm’s strategic and tactical asset allocation decisions.

    His career in the financial services industry began in 1999 when he joined TD Waterhouse, where he gained trading experience in equities, fixed income, and derivatives on the institutional trading desk.

    Matthew graduated from Queen's University School of Business. He is a CFA® charterholder and CMT (Chartered Market Technician. A member of the Toronto CFA Society, the Canadian Society of Technical Analysts (CSTA), and the Market Technicians Association (MTA) in New York, Matthew also holds the designations of Canadian Investment Manager (CIM) and Derivatives Market Specialist (DMS).

    Funds Under Management
  • Michael Barkley

    Michael Barkley, CFA, CFP, CIM, FCSI, MBA

    Senior Vice President and Portfolio Manager - Guardian Capital Advisors LP
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    Michael Barkley is Senior Vice President and Portfolio Manager for Guardian Capital Advisors LP (GCA). He joined GCA in 2004.

    His career in the financial services industry began in 1994 when he joined a national retail brokerage firm. Prior to joining GCA, Michael was a senior portfolio manager at a bank-owned investment counsel in Vancouver. Previous to that, he was a partner and director in private client portfolio management for Alberta’s largest independent asset management firm.

    Michael has an undergraduate degree in Economics (with High Distinction) from the University of Maine and also has a Master of Business Administration degree from the University of British Columbia. He is a CFA® charterholder, a Certified Financial Planner, a Canadian Investment Manager, and a Fellow of the Canadian Securities Institute.

  • George Crowder

    George Crowder, MSc Fin. Econ., FRM

    Senior Vice President and Portfolio Manager - Guardian Capital Advisors LP
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    George Crowder is Senior Vice President and Portfolio Manager for Guardian Capital Advisors LP (GCA).  He joined GCA in 2007 and has responsibility for development, implementation and management of international portfolios for onshore and offshore institutions, family office and HNW clients. George co-manages equity and bond portfolios directed towards private clients. 

    His career in the financial services industry began in 1995, when he joined IBM Financing. Previous to GCA, George held roles at IBM in corporate finance in Toronto; as a hedge fund analyst with the Bank of Bermuda; and as a portfolio manager with HSBC Private Bank in Bermuda for institutions, family trusts, foundations and private clients. He has been directly involved in the oversight and selection process for third-party managers for international fixed income and equity funds.

    George has an undergraduate degree from the University of Western Ontario, an Honours Bachelor of Commerce (Finance Major) from the University of Windsor, and an MSc (Financial Economics) from University of London, UK. George has a professional Financial Risk Management degree awarded by the Global Association of Risk Professionals. George is a former governor of the Bermuda Society of Financial Analysts.

    Funds Under Management
  • Thierry Di Nallo

    Thierry Di Nallo, CFA

    Vice President and Portfolio Manager - Guardian Capital Advisors LP
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    Thierry Di Nallo is Vice President and Portfolio Manager – Guardian Capital Advisors LP (GCA). He joined GCA in 2009 and has responsibility for development, implementation and management of investment portfolios for private clients, corporations, philanthropies and foundations. As a member of the GCA asset mix team, Thierry contributes to the development of GCA strategic and tactical asset allocation strategies and implementation processes.

    His career in the financial services industry began in 1987 when he joined one of Canada's largest trust companies, and subsequently, its private investment division. Previous to GCA, Thierry was a senior portfolio manager in the investment counseling division of a major Canadian chartered bank. Prior to that, he managed estate and trust investment portfolios for RBC Global Investments.

    Thierry is a CFA® charterholder.

    Funds Under Management
  • Michael Frisby

    Michael Frisby

    Senior Vice President and Portfolio Manager - Guardian Capital Advisors LP
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    Michael (Mike) Frisby is Senior Vice President and Portfolio Manager for Guardian Capital Advisors LP (GCA). He joined GCA in 1999 and has responsibility for development, implementation and management of investment portfolios and policies for individuals, First Nations, foundations and charities, and is a member of the GCA asset mix team.

    His career in the financial services industry began in 1979, when he became a retail and institutional stockbroker. Following this, he joined a major life insurance company becoming a Canadian equity analyst and portfolio manager. At this firm and prior to joining GCA, Mike was responsible for management, analysis and trading of U.S. and Canadian equity portfolios, management and implementation of hedging strategies using derivatives, and management of venture capital investments.

    Mike graduated from the Commerce program at University of Windsor.

  • Douglas  G. Farley

    Douglas G. Farley

    Senior Vice President and Portfolio Manager - Guardian Capital Advisors LP
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    Douglas (Doug) Farley is Senior Vice President and Portfolio Manager for Guardian Capital Advisors LP (GCA).  He has responsibility for management of portfolios for non-profit organizations (foundations and endowments) and private clients, and is a member of the GCA asset mix team.

    Prior to joining GCA, Doug was a senior partner and portfolio manager at one of Canada's largest trust companies, where he managed portfolios for high net worth clients and the non-profit sector such as charitable groups.

    An economist by formal training, Doug received his Honours BA (Economics) from the University of Western Ontario. He has also completed the academic credits required to obtain his MTI designation from the Trust Companies Institute. Doug is a CFA® charterholder.

  • Christie Rose

    Christie Rose, CFA

    Vice President and Portfolio Manager - Guardian Capital Advisors LP
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    Christie Rose is Vice President and Portfolio Manager – Guardian Capital Advisors LP (GCA). She joined GCA in 2008 and has responsibility for development, implementation and management of investment portfolios and policies for high net worth individuals, endowments, foundations and not-for profit organizations.

    Her career in the financial services industry began in 1994 when she joined one of Canada's largest life insurance companies as a portfolio analyst focused on asset/liability modeling and U.S. fixed income securities. Prior to joining GCA, Christie managed private high net worth (HNW) portfolios for the independent advisory channel of a global mutual fund company, as well as serving on their managed account solution, multi-manager committee. She also previously managed HNW portfolios, including coverage of trust and estate accounts, in the investment counselling area of a large Canadian bank.

    Christie graduated with a BA (Economics) from University of Calgary. She is a CFA® charterholder.

  • Darryl Workman

    Darryl Workman

    Vice President, Operations & Administration - Guardian Capital LP
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    Darryl Workman is Vice President, Operations & Administration, Guardian Capital Advisors LP / Guardian Capital LP (GC). He joined GC in 2001 and is responsible for investment administration procedures, compliance, system integration, as well as technology infrastructure for both the private client and institutional divisions.

    His career in the financial services industry began in 1987 when he joined one of Canada's largest insurance companies and subsequently moved to the investment research division. Shortly thereafter, Darryl assumed responsibilities for the technology and operations of the investment division and carried out these responsibilities for six years. Prior to joining GC, Darryl specialized in system conversions and establishing administration processes for RBC private client firm, RT Investment Counsel.

    Darryl graduated with a BA (Economics) from Trent University and has completed the Canadian Securities Course.

  • Patrick Smith

    Patrick Smith, CFA

    Client Portfolio Manager - Guardian Capital Advisors LP
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    Patrick Smith is an Client Portfolio Manager for Guardian Capital Advisors LP (GCA). He joined GCA in 2012 and specializes in Advisory partnerships, working directly with a portfolio manager involved in the development, implementation and management of investment portfolios and policies for individuals.

    Patrick’s career in the financial services industry began in 2002 when he joined ScotiaBank. Prior to joining GCA, he spent he spent five years supporting high net worth clients at ScotiaMcLeod. His experience has focused on the investment, corporate and retail banking industry, and includes exposure to various financial transactions such as financial planning, portfolio management, financial reviews, trading Canadian. U.S. equities and bonds, managing administrative functions, and, analyzing and creating various financial reports.

    Patrick graduated with a Bachelor of Business Administration (with a concentration in Finance) from Bishop’s University and completed the Professional Financial Planning course. He is a CFA® charterholder.

  • Grace Cleary-Yu

    Grace Cleary-Yu, CFA, M.Fin.

    Client Portfolio Manager - Guardian Capital Advisors LP
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    Grace Cleary-Yu is Client Portfolio Manager for Guardian Capital Advisors LP. She joined GCA in 2017 in this role and will be focused on bringing Guardian’s private wealth philosophy and process to her clients. In addition, she will lead the bilingual and bicultural private wealth platform for the growing Chinese investor needs.

    Grace brings 10+ years of institutional investment experience. Grace’s career in the financial services industry began in 2006, when she joined Halifax Regional Municipality Pension Plan, assisting CEO/CIO in various aspects of the Plan’s investments and governance as an Investment Analyst. Directly prior to joining Guardian, Grace was responsible for institutional consultant relations for PIMCO Canada, after spending several years in the areas of equity, fixed income and alternatives at Fidelity Canada in both product management and development capacities, meeting both institutional and individual investors’ needs.

    Grace graduated from Tianjin University of Science and Technology with a Bachelor of Engineering degree. She is a CFA® Charterholder and earned a Masters in Finance from Saint Mary’s University, Halifax. She is currently the Chair of the CFA Toronto Society Portfolio Management Committee. Grace is fluent in Mandarin and English.

  • Mark Bodnar

    Mark Bodnar, CFA, CIM

    Client Portfolio Manager - Guardian Capital Advisors LP
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    Mark Bodnar is Client Portfolio Manager for Guardian Capital Advisors LP (GCA). He joined GCA in 2017 and has responsibility for development, implementation and management of investment portfolios for HNW individuals, families, and non-profit organizations.

    Mark’s career in the financial services industry began in 2005 at a large Credit Union in British Columbia, where he held various investment-related roles in the retail banking network. He subsequently moved to RBC Dominion Securities, where prior to joining GCA, Mark worked in an Advisory capacity for ten years. His primary responsibilities included maintaining and advising HNW private wealth relationships, performing in-depth security research and selection, and constructing client portfolios.

    Mark graduated from Simon Fraser University on the Dean’s Honour Roll as an accomplished student athlete, with a Bachelor of Business Administration (Finance) degree. He is a CFA® Charterholder, a member of the CFA Society of Vancouver and a Canadian Investment Manager (CIM).


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