| Name | Title | Contact Details |
|---|---|---|
Anne-Claire Berg |
Chief People and Impact Officer | Profile |
Marlene Pelage |
Chief Financial Officer | Profile |
Matthew Blank |
Associate Director of Learning and Development | Profile |
Independent Planning Group Inc. - Steve Leis is a London, ON-based company in the Financial Services sector.
Greybrook is an investment firm that is focused on acquiring and operating companies in Technology, Healthcare and Real Estate industries. Greybrook`s strategy is to combine capital and an experienced executive team together with existing management to take advantage of growth opportunities. Collectively, Greybrook principals have created billions of dollars of equity value building and managing business, both public and private for the past 25 years. The Greybrook executive team possesses deep knowledge and relationships within the firm’s chosen industries. Combining this with an impressive network of executive level contacts and a track record of success is what enables Greybrook to pursue unique opportunities with the potential to create significant long term enterprise value.
Money Wisdom Incorporated is a Bridgewater, NS-based company in the Financial Services sector.
MonsterInsurance.ca is a Toronto, ON-based company in the Financial Services sector.
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor specializing in separately managed high grade tax-exempt and taxable fixed income portfolios for high and ultra-high net worth individuals and families, many of whom have been included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multi-family offices to build fixed income related financial solutions to meet their clients` unique needs. We do not define ourselves as either a "municipal" or "taxable" fixed income manager. Instead, we define ourselves as a fixed income manager that analyzes each client`s tax and liquidity situation individually and focuses on identifying the securities that offer the highest after-tax yield with the lowest risk and volatility. In order to ensure the gilt-edged nature of our portfolios, we employ an integrated Portfolio Management process that incorporates our deep Credit Research and premium institutional Trade Execution capabilities.