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