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| Patricia Stewart CFA, President & Chief Compliance Officer |
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Over 25 years of managing investment portfolios for Insurance Companies and Individuals |
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CFA (Chartered Financial Analyst) designation which is the top level of accreditation for investment managers available |
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Member of the CFA Institute which maintains the highest level of ethical and professional standards in the investment industry |
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Member of the Toronto CFA Society |
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| Thomas Poff CFA, Executive Vice-President |
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Over 35 years managing investment portfolios for Insurance Companies and Individuals |
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Former member of Executive Committee and head of Investment operations for The Citadel Assurance Company |
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Former member of Asset Mix Team and head of Fixed Income for a large Investment Counselling firm |
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CFA (Chartered Financial Analyst) |
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Member of the CFA Institute and Toronto CFA Society |
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