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Paul Brisson, FCIA,
President & Chief Executive Officer |
EXECUTIVE COMMITTEE |
Paul Brisson, FCIA,
President & Chief Executive Officer |
Shaun Arnold, CFA
CA, Chief Investment Officer |
Rob
Jackson, M Math, Chief Risk Officer |
Dawn Butler, CA,
Chief Operating Officer & Chief Financial Officer |
Ben Legge, Senior Portfolio Manager |
Robin Stanton, CFA,
Vice President |
INVESTMENT
TEAM |
Shaun Arnold, CFA
CA, Chief Investment Officer |
Rob
Jackson, M Math, Chief Risk Officer |
Noor Lalani, MBA CFA, Senior Portfolio Manager |
Grant McIntosh, CFA,
Senior Portfolio Manager |
Fred Steciuk, CFA, Senior Portfolio Manager |
Janice Evans, CFA,
Vice President, Investments |
Ben Legge, Senior Portfolio Manager |
Mark Stacey, CFA, MBA, Senior Portfolio Manager |
Robert Pulkys, Head of Trading |
James Adcock, MSc, Quantitative Specialist |
Cally Cheung, MBA,
Quantitative Specialist |
Jeff Kay, MSc, Senior Risk Specialist |
Ajay Virk, M Math MBA, Senior Quantitative Specialist |
Robert Yan, PhD, Senior Quantitative Specialist |
Stephen Duench, HBA Fin. Math CSC, Analyst, Investments |
Stewart Boxall, Software Developer |
CLIENT
SERVICE & MARKETING TEAM |
Robin Stanton, CFA,
Vice President |
Tanya Landry, Manager, Institutional Client Relationships |
Gennette Weido, Manager, Marketing |
PRIVATE CLIENT SERVICES |
Rick Doerr, MBA PFP, Vice President |
Julie Morrison, CFA,
Vice President, Private Client Services |
Amy Gibbons, MBA CIM, Relationship Manager |
Paul McQueen, CFP®,
Relationship Manager |
Bruce Sayers, CIM,
Relationship Manager |
Melanie Churchill, CIM, Senior Client Service Administrator |
Carol Hepp, Receptionist / Administrator |
CORPORATE SERVICES |
Dawn Butler, CA,
Chief Operating Officer & Chief Financial Officer |
Scott Creek, HBA Econ, Vice President, Information Services |
Maureen Nicol,
CA, Director, Finance |
Mary Irvine,
Compliance Coordinator |
Maisson Thabit,
Manager, Reporting |
Chris Milne, Manager, Information Services |
Kristina Delich-Mildred, Financial Analyst |
Tanya Dowling,
Office Supervisor |
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Paul Brisson, FCIA,
President & Chief Executive Officer |
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Paul is responsible for the strategic direction and the day to day operations of Highstreet. He joined Highstreet in 2004. Since then, Paul has led Highstreet through significant growth while continuously improving our commitment to investment and client service excellence. Having spent more than 34 years in the financial industry, he was previously responsible for investment policies and strategies for a large financial institution.
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Shaun Arnold, CFA
CA, Chief Investment Officer |
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Together with Highstreet's Chief Risk Officer, Shaun leads the investment team and is the portfolio leader of our core Canadian equity portfolios. A strategic member of the investment team since the firm's inception, Shaun has enhanced Highstreet's portfolio management techniques and processes. Shaun has 18 years of experience in the investment industry. Prior to joining Highstreet, Shaun was a portfolio manager with a large financial institution.
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Rob
Jackson, M Math, Chief Risk Officer
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Rob has overall accountability for risk management and research at Highstreet. He is the architect of Highstreet’s risk budgeting process for balanced mandates as well as Highstreet’s RiskScore. He is also the portfolio leader for our balanced mandates. Rob has been with Highstreet since the firm's inception and has played a key role in the development of our proprietary models and risk management processes. He has 16 years of investment and risk management experience. Prior to joining Highstreet, Rob was a risk manager with a large financial institution.
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Noor Lalani, MBA CFA, Senior Portfolio Manager |
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Noor is responsible for leading the Canadian growth portfolio team and is also a portfolio manager for the Canadian small cap mandates. Noor has been with Highstreet's equity team since January 2002. Prior to joining Highstreet, Noor was a Financial Analyst with a provider of quantitative portfolio management systems, where he gained significant experience in quantitative models and processes. Noor has been in the investment industry for more than 12 years.
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Grant McIntosh, CFA,
Senior Portfolio Manager |
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Grant manages Highstreet's bond and money market portfolios. He joined the firm in 2001. Grant's 34 years of fixed income experience provides Highstreet with exceptional credit management capabilities as well as a seasoned knowledge of the fixed income markets. Prior to joining Highstreet, Grant managed fixed income portfolios for a large financial institution.
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Fred Steciuk, CFA, Senior Portfolio Manager |
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Fred is a portfolio manager for Highstreet’s core Canadian equity portfolios. Fred joined the investment team at Highstreet in 2002 and since then has made significant contributions to research and the management of both our Canadian and US portfolios. Fred has 13 years of investment experience, including working as an investment analyst within the merchant banking field.
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Janice Evans, CFA,
Vice President, Investments |
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Janice joined the investment team in 2007. As a member of the structured products team, she contributes to the management of the option overlay strategy. Janice also works closely with several sub-advisory clients ensuring Highstreet's strategy and results are well communicated. Janice has 17 years of experience as both a portfolio and relationship manager. Prior to joining Highstreet, Janice was a senior investment professional with a large financial institution. |
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Ben Legge, Senior Portfolio Manager |
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Ben leads Highstreet’s global equity strategy and is a member of the US equity portfolio team. Ben brings over 17 years of international portfolio management experience. Prior to joining Highstreet, Ben was a senior investment team member at a large British investment trust managing European and global equity portfolios. Ben has been in the investment industry for over 19 years.
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Mark Stacey, CFA, MBA, Senior Portfolio Manager |
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Mark joined the investment team in 2011 and provides portfolio management for the Canadian small cap and Canadian growth equity mandates. Mark has 10 years of investment experience applying quantitative and qualitative management techniques to the portfolio management process. Prior to joining Highstreet, Mark was an equity portfolio manager for a large financial institution.
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Robert Pulkys, Head of Trading |
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Robert joined the investment team in 2011 and is responsible for overseeing Highstreet’s trading operations. Robert provides valuable knowledge of trading systems, direct access and algorithmic trading, and managing trading costs, which he developed working at one of Canada’s largest pension plans. He has 5 years of investment experience and has traded equities globally in all developed and major emerging markets. Robert holds the Derivatives Market Specialist designation and has completed level 3 of the Chartered Financial Analyst designation.
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James Adcock, MSc, Quantitative Specialist |
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James joined Highstreet’s research team in 2011 and contributes to the quantitative research and analysis required to develop and enhance Higshtreet’s investment models and processes. Prior to joining Highstreet, James was a lecturer in the Department of Statistical and Actuarial Sciences at a leading Canadian university for 13 years. |
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Cally Cheung, MBA,
Quantitative Specialist |
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As an integral member of the investment research team, Cally contributes to the refinement and advancement of Highstreet’s quantitative portfolio strategies. Cally joined Highstreet in 2011 and has 4 years of financial industry experience.
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Jeff Kay, MSc, Senior Risk Specialist |
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Jeff, along with the CRO, is responsible for the ongoing development and execution of Highstreet's risk management processes, as well as assisting in the development and analysis of quantitative portfolio strategies. Prior to joining Highstreet in 2011, Jeff worked in risk methodologies development and quantitative analytics roles for large Canadian financial institutions. Jeff has 10 years of risk management experience in market, credit and operational risk modeling and analysis.
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Ajay Virk , M Math, MBA, Senior Quantitative Specialist |
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Ajay joined Highstreet in 2006. Ajay works with our alternative equity portfolios team, focusing on research of Highstreet's option overlay strategy. Ajay is also closely involved with risk management and research activities related to the enhancement and validation of our quantitative models. Ajay completed his Master's (MMath) in computer science and earned his MBA, specializing in financial engineering and risk management.
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Robert Yan, PhD, Senior Quantitative Specialist |
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Robert is an integral member of Highstreet's research team. He is involved in all research initiatives required to develop and enhance our quantitative strategies. Robert is also responsible for providing data management and information technology support for the various portfolio manager applications. Robert earned a PhD in computer science in 2007.
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Stephen Duench, HBA Fin. Math CSC, Analyst, Investments |
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Stephen supports our fixed income portfolios by conducting in-depth financial statement analysis, an essential component of our comprehensive credit risk management process. Stephen also provides data management support for the various portfolio manager applications. Stephen earned a Bachelor of Arts with an Honours in financial mathematics in 2007 and in 2010 passed the first level of the Chartered Financial Analyst program.
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Stewart Boxall, Software Developer |
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Stewart leads the development and support of Highstreet's custom investment management software and is responsible for the oversight of all Highstreet proprietary applications. Working closely with the research team, he also provides data management and process support for the portfolio managers. Stewart joined Highstreet in 2010 and brings over 18 years of technology and software development experience to the firm.
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Robin Stanton, CFA, Vice President |
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Robin is responsible for the development of Highstreet's institutional and pension business. He works closely with the investment team to ensure that Highstreet's investment philosophy, processes and results are well-communicated to our clients and investment consultants. Robin has over 12 years of industry experience. Prior to joining Highstreet, Robin was the Director of Investments for one of Canada's foremost financial services firms, and has past experience consulting to institutional clients.
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Tanya Landry, Manager, Institutional Client Relationships |
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Tanya joined Highstreet in 2007 and has over 14 years of investment industry experience. Tanya provides prompt and reliable communication to our institutional, sub-advisory and foundation client groups. As a key contact for these clients, she co-ordinates reporting and transactional activities, ad hoc client queries and client meetings.
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Gennette Weido, Manager, Marketing |
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Gennette ensures Highstreet's external communications meet our high standards for quality and consistency in both branding and messaging. She also supports Highstreet's institutional business development efforts through the co-ordination of consultant information requests and development of marketing materials. Gennette joined Highstreet in 2006 and has over 11 years of industry experience.
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Rick Doerr, MBA PFP, Vice President |
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Rick joined Highstreet in 2011 and is responsible for developing Highstreet's private client business. He works closely with the private client service team to ensure client satisfaction. Rick has a background advising high-net-worth families with a major financial institution and has managed a medium-sized business. Rick has earned the Personal Financial Planning designation and is a level two candidate for the Chartered Financial Analyst designation.
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Julie Morrison, CFA,Vice President, Private Client Services |
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Julie leads our growing private client business, ensuring that our service standards continue to meet our clients' needs. She is responsible for providing advice to our private clients. She joined Highstreet in 2002 and has spent over 15 years in the wealth management business. Julie has earned the right to use the Chartered Financial Analyst designation.
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Amy Gibbons, MBA CIM, Relationship Manager |
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Amy provides advice to our foundation and private clients. She joined Highstreet in 2008 and has over 10 years of investment experience, including several years at an investment counsel firm. Amy is a level two candidate for the Chartered Financial Analyst designation and earned her MBA from the Richard Ivey School of Business in 2008.
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Paul McQueen, CFP®,
Relationship Manager |
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Paul provides advice to our private clients. He joined Highstreet in 2007. Prior to Highstreet, Paul had been working with a major financial institution since 2002. Paul is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a level three candidate for the Chartered Financial Analyst designation.
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Bruce Sayers, CIM,
Relationship Manager |
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Bruce provides advice to our private clients. Since 2001, Bruce has helped shape Highstreet's client service process, making sure our clients' needs are met. Bruce has over 15 years of experience in the investment business.
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Melanie Churchill, CIM, Senior Client Service Administrator |
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Melanie provides administrative support and co-ordination to the Private Client team. Prior to joining Highstreet in 2007, Melanie spent 10 years with a large financial services firm. Melanie is currently a candidate for the Chartered Strategic Wealth Professional designation.
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Carol Hepp, Receptionist / Administrator |
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Carol covers our reception desk on a part-time basis, as well as providing administrative support to our Private Client team. Carol joined our firm in 2010 and has over 29 years of experience in the industry.
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Dawn Butler, CA,
Chief Operating Officer & Chief Financial Officer |
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Dawn has accountability for Highstreet's finance and administration processes. She and her team provide efficient client-centered processes while ensuring that the highest ethical standards are met. Dawn joined Highstreet in 2001. She has more than 31 years experience in senior financial management positions.
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Scott Creek, HBA Econ, Vice President, Information Services |
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Scott oversees the technology, reporting and facility services groups. This includes managing the external relationships with hardware vendors, 3rd party software suppliers and technology support agents. He also serves as the Project Manager for several large scale operational initiatives. Before joining Highstreet in 2006, Scott had worked in the financial management industry for over 16 years.
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Maureen Nicol,
CA, Director, Finance |
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Maureen oversees the monthly corporate accounting and reporting and is responsible for developing, analyzing and maintaining Highstreet's budgets and forecasts as well as the management information reporting. Maureen also oversees all operational processes involving sub-advisory clients and ensures the accurate and timely delivery of reporting to these clients. Prior to joining Highstreet in 2001, she worked in the financial industry for over 21 years.
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Mary Irvine,
Compliance
Coordinator |
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Mary joined Highstreet in 2002 bringing with her 13 years of compliance experience. Mary coordinates Highstreet's corporate and investment compliance activities. She maintains our corporate policy documents and she is the firm's liaison with the various regulators. Prior to joining Highstreet, Mary worked at two large financial institutions.
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Maisson Thabit, Manager, Reporting |
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Maisson is responsible for coordinating Highstreet's client reporting process as well as the integrity of all data shared with our clients and external sources. Maisson also supports the institutional business development efforts, providing regular data updates to pension consultants and data providers. Maisson joined Highstreet in 2005.
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Chris Milne,
Manager, Information Services
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Chris maintains and develops Highstreet's information systems hardware and software infrastructure. He is responsible for systems and network administration, technology risk management and desktop support. Chris joined Highstreet in 2009. He brings over 12 years experience to the role working in systems and network administration.
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Kristina Delich-Mildred, Financial Analyst |
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Kristina is accountable for the timely and efficient processing of the management company's daily financial activities. She also provides support to Highstreet's financial and administrative processes. Kristina joined Highstreet in 2006 and has over 14 years of accounting experience.
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Tanya Dowling,
Office
Supervisor |
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Tanya provides the friendly greeting to our clients, in person and on the phone. She provides general office support to the team and has primary responsibility for premise and office logistics. Tanya has been with the firm since 2000, bringing with her over 21 years of experience in the industry.
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