Our principals have a history of wealth creation and sound fiscal management.
We have the right mix of experience, passion, credentials, teamwork, client service, dedication, and integrity.
CFA, CPA, CA, BBA
President, Portfolio Manager
Erin spent fifteen years at Invesco Canada, most recently as Senior Portfolio Manager. For his final seven years at Invesco, he was the lead portfolio manager of the Invesco Global Balanced Fund. For his last twelve years there, he was also the co-portfolio manager of the Invesco Global Endeavour Fund. Prior to that, he was an equity analyst at Invesco Canada. Before joining Invesco Canada, Erin spent almost eight years with KPMG, both in Toronto and Bermuda. He holds the Chartered Financial Analyst designation, the Chartered Professional Accountant designation, and an Honours Bachelor of Business Administration with a Minor in Economics from Wilfrid Laurier University.
CPA, CA, BBA
Chief Financial Officer
Tracy co-founded our firm where she holds the titles of Director, Secretary of the Board, and Chief Financial Officer. She served on the Board of the Toronto Artistic Swimming Club for seven years, holding the role of Treasurer for six years, and Secretary of the Board for one year. She was the Chief Financial Officer of Logic Communications in Bermuda for almost four years, prior to which she spent six years with PricewaterhouseCoopers both in Toronto and Bermuda. Tracy holds the Chartered Professional Accountant designation and an Honours Bachelor of Business Administration from Wilfrid Laurier University.