WHO WE
ARE
We are an investment manager using a distinct global macro approach to control risk.
Rather than the traditional stock-picking approaches, we invest in global themes utilizing ETFs that our proprietary research identifies for outperformance. This top-down macro approach is managed by a seasoned team of investment professionals with over 200 years of collective experience in global markets. We offer discretionary management services for institutions, family offices, foundations and private investors.
INVESTMENT TEAM

Tyler Mordy
Chief Executive Officer & Chief Investment Officer

Wilfred Hahn
Global Investment Strategist

Karen Tsang
Portfolio Manager, Head of Trading & Investment Operations

Terence Shaunessy
Portfolio Manager

David Kletz
Lead Portfolio Manager

Shibo Gu
Research Analyst

Mark Arthur
Global Investment Strategist, Advising Member of the Investment Committee

Ken Hawkins
Research Manager
Client Experience Team

James Garcelon
President & Chief Compliance Officer

Krystian Urbanski
Senior Vice President, Associate Portfolio Manager

JOHN TESKEY
Senior Vice President

MEREDITH DEKKER
Manager, Operations & Compliance

OMAR RAYES
Vice President & Associate Portfolio Manager

ROBERT DUNCAN
Senior Vice President, Portfolio Manager & Lead ESG Officer

LAURA LIVINGSTONE
Associate, Operations & Administration

AYSEL ZEYNALLI
Associate, Client Experience

FRANCIS D’ANDRADE
Head of Sales & Marketing

GILLIAN SPROVIERI
Associate, Client Experience
Learn more about our ownership culture and corporate values.
CONTACT US
Kelowna
1180 Sunset Drive, Ste. 203
Kelowna BC, V1Y 9W6
Phone: (250) 448-4531
Toronto
56 Temperance Street, Ste. 400
Toronto ON, M5H 3V5
Phone: (416) 848-3347
Calgary
615 15 Ave SW, Ste. 102
Calgary AB, T2R 0R4
Phone: (403) 802-3108
Montréal
1218 Greene Avenue, Ste. 203
Westmount QC, H3Z 2A3
Phone: (438) 308-6412