Managing Director Fred, a Chartered Financial Analyst® charterholder, joined the firm in 1990. Born in Toronto, he graduated from Queen’s University and entered the investment counselling business in 1979. He has developed an investment counselling practice and brings 35 years of experience to the firm. His community activities include volunteer work for Canadian Blood Services and the North Toronto Soccer Club.

Managing Director Rhonda, a Chartered Financial Analyst® charterholder, joined the firm in 2007. Born in Pembroke and raised in Orangeville, she graduated from the University of Guelph with a BComm and from the University of Windsor with an MBA. She has +25 years investment experience as a research analyst and portfolio manager. She started her career at Sceptre Investment Counsel analyzing international companies before moving to Canada Trust where she conducted fundamental research on US equities. Most recently she was Vice-President & Director with TD Asset Management actively managing $1B in North American and US portfolios. Her community activities include volunteer work for the 1st Cooksville Boy Scouts.

Anish is a Managing Director and Portfolio Manager covering global equities and fixed income at Portfolio Management Corporation, a boutique investment management firm that provides professional discretionary portfolio management services to individuals, families, corporations and institutions. Prior to this, Anish led the Innovative Solutions Group at TD Asset Management where he held the position of Managing Director and Lead Portfolio Manager. In this key strategic role, he led a team of 30 investment professionals with $100 billion in assets under management. The investment areas included synthetics, derivatives, quantitative, passive, fundamental and asset allocation mandates. Anish also held numerous other roles at TD Asset Management, including leading investment teams and serving as Lead Portfolio Manager of a number of successful TD mutual funds, including the TD Canadian Value Fund, and high net worth and institutional mandates. As a result of his accumulated professional expertise, Anish is a sought-after media commentator regularly providing his views on business trends and developments on BNN Bloomberg, to The Canadian Press and other media. Anish holds both a Bachelor of Arts and a Masters of Accounting (Gold Medalist) from the University of Waterloo. He is a Chartered Professional Accountant (FCPA, FCA) as well as a CFA charterholder. He also holds the Chartered Alternative Investment Analyst designation, is a Chartered Business Valuator (Canadian Gold Medalist) and holds FCBV honours as a Fellow of the CICBV. Anish is actively involved in the community, including as a member of the Investment Committee of the Lawson Foundation and a past member of the Ontario Judicial Council. Anish also served as Chair of CFA Society Toronto and was a member of the Canadian Accounting Standards Board.