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 and President, Worldsource Financial Management Inc.(WFM) and Worldsource Securities Inc.(WSI),. He joined Guardian in 2016 and is Head of Private Wealth Management. He assumed the role of President, WFM and WSI, in September 2018.

    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, and is a director of Villa Colombo Vaughan.

  • 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.

  • 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.

  • 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 is focused on bringing Guardian’s investment philosophy and process to private wealth and charity clients. In addition, she leads the bilingual and bicultural private wealth platform for the growing needs of Chinese investors.         

    Grace brings 10+ years of institutional investment experience. Her 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. 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 currently serves as a Board of Director for the CFA Society Toronto and is Senior Advisor to its Institutional Asset Management Committee. Grace also serves on the Development Committee at the Heart & Stroke Foundation Ontario. 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 a 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 analysis, 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 and volunteer with the CFA Society of Vancouver and a Canadian Investment Manager (CIM).

  • Steven  Rowles

    Steven Rowles, CFA

    Client Portfolio Manager - Guardian Capital Advisors LP
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    Steven Rowles is a 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 and policies for individuals and families in Western Canada.

    Steven’s career in the financial services industry began in 1995 with F.P.C. Investments. He subsequently joined Phillips, Hager & North Investment Management in 1996 as a private client advisor. Prior to joining GCA, Steven spent over 12 years in Asia. In Hong Kong, he was the Global Market Strategist for CFC Seymour, an independent fixed income services company where he provided macroeconomic and foreign exchange research. In Singapore, he was the Head of Marketing and Product for Firth Investment Management, a boutique firm focused on long-only equity investments. Subsequently, he was the Head of Business Development for a start-up macro fund managed by Maiora Asset Management.

    Steven graduated from the University of British Columbia with a BA in History (minoring in Economics). He is a CFA® charterholder.


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