Team

Investment Team

Management & Operations

Investment Team

Greg Taylor, CFA

Chief Investment Officer and Portfolio Manager

David Barr, CFA

CEO and Portfolio Manager

Geoff Castle

Lead Portfolio Manager, Fixed Income

Justin Jacobsen, CFA

Portfolio Manager

Maria Pacella, CFA

Managing Partner, Pender Ventures

Felix Narhi, CFA

Senior Equity Analyst

Amar Pandya, CFA

Portfolio Manager

Aman Budhwar, CFA

Portfolio Manager

Emily Wheeler, CFA

Portfolio Manager

Stephen Kramer, CFA

Associate Portfolio Manager

Parul Garg

Associate Portfolio Manager

Sharon Wang

Senior Equity Analyst

Meryeme Lahmami

Principal, Pender Ventures

Tracy Tidy, CFA

Equity Analyst

Ruben Gomez-Garcia

Equity Analyst

Carl Davies, CFA

Fixed Income Analyst

Jacob Granger

Associate, Pender Ventures

Everett Juurlink

Analyst, Pender Ventures

Tony Rautava

Manager of Fund Operations

Sales

Dion Steyn

Vice President of National Retail Sales

Sarah Wildman

Vice President of Institutional Sales and Service

Sara Embury

Regional Vice President, Western Canada

Ben Myers

Regional Vice President, Central and Eastern Canada

Derek Trudel

Vice President, National Accounts

Lucy Nair

Manager, Inside Sales

Ian Collins

Senior District Vice President, Vancouver and Calgary

Cecelia Clarke

Senior District Vice President, Northern Alberta and Manitoba

Stephen McDermott

Senior District Vice President, Vancouver Island and Vancouver

Ronnie Aggarwal

Director of Institutional Sales

Richa Nair

Director of Business Development and Investor Relations

Josh Rowland, CFA

District Vice President, Ontario

Laurent Galarneau

District Vice President, Quebec

Cédric Rioux

District Vice President, Quebec

Jeannette Hogan

Senior Manager, Client Service and Administration

Michael Young, CFA

Regional Sales Manager, Ontario

Adam Hadji

Senior Business Development Manager, Quebec

Rupina Baek

Business Development Manager, British Columbia, Saskatchewan and Calgary

Matthew MacDonald

Business Development Manager, Vancouver and Calgary

Tyler Lam

Business Development Manager, Northern Alberta and Manitoba

Haydn Sitler

Business Development Manager, Ontario

Maydeline Yang

Business Development Manager, British Columbia and Ontario

Diksha Sihota

Associate, Institutional Sales and Service

Vivian Sherin

Business Development Associate

Management & Operations

Geoff Scott, CFA

Executive Vice President of Sales and Marketing

Gina Jones

Chief Operating Officer

Amanda Patterson

Chief Financial Officer and Chief Compliance Officer

Lynn Frazer

Chief People Officer

Kelly Edmison

Chair

Ian Gibson

Director of Technology

Melanie Moore

Vice President, Marketing

Don Campbell

Company Director and External Legal Counsel, Compliance

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