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J. C. (John) Ackerl
Vice President
• B.Sc., University of Guelph
• MBA (Finance), University of British Columbia
• Chartered Financial Analyst (CFA)
• Three years at Regional Municipality of Peel as a
senior financial analyst
• One year at Towers Perrin as a financial analyst
• Two years at Ernst & Young Investment Advisors as
a Vice President and Consultant
• One year at Mercer Investment Consulting as
Consultant and Director of Manager Research
• Joined McLean Budden in 2000, specializing in
marketing and client service
• Voting member on the following teams: Canadian
Equity (Core)
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R. R. (Ryan) Ball
Vice President
• B. Comm., University of Saskatchewan
• Chartered Financial Analyst (CFA)
• Two years as Canola Merchandiser at
Saskatchewan Wheat Pool
• Four years as Regional Sales Manager at
Saskatchewan Wheat Pool
• Joined McLean Budden in 2005, progressing to
equity research analyst in 2008
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J. L. (Jeremy) Bau
Assistant Money Market Trader
• Honours B.A. (Economics), McMaster University
• Two years with Bull Capital Management Inc. as
an analyst
• Joined McLean Budden in 2009 as an assistant money market trader
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I. D. (Ian) Bigney
Vice President
• B.A. (Economics), McGill University
• Chartered Financial Analyst (CFA)
• Joined McLean Budden in 2001, progressing to
equity research analyst in 2005
• Voting member on the following team: Dividend
Income
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M. J. (Michael) Bissonnette
Assistant Vice President
• B.Sc. (Honours), McMaster University
• Chartered Financial Analyst (CFA)
• Canadian Securities Course
• Joined McLean Budden in 2005, progressing to
Private Client portfolio management and
client service
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J.P. (Jean-Philippe) Bry
Vice President
• Bachelor of Economics (Honours),
Carleton University
• Two years at Richardson Greenshields in
government and corporate finance
• Two years at CIBC Paris/London in
institutional bond sales
• Ten years at RBC Dominion Securities, Paris in
institutional equity sales
• Two years at RBC Dain Rauscher Paris as Director,
Institutional Equity Sales
• Five years at Credit Agricole Asset Management
(CAAM) Paris and London as a Portfolio Manager
for U.S. and Global Financials
• Joined McLean Budden in 2008 as an
equity analyst.
• Voting member on the following team:
International Equity
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C. B. (Cort) Conover
Vice President
• B.A., University of Western Ontario
• Chartered Financial Analyst (CFA)
• Three years at Spectrum United marketing
mutual funds
• Joined McLean Budden in 1994 specializing in
fixed income management
• Member of the following team: Fixed Income
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R. G. (Ralph) Daghfal
Vice President
• B. Comm., Concordia University
• Chartered Financial Analyst (CFA)
• Two years as Investment Specialist at TD
Asset Management Inc.
• Three years as Portfolio Manager, Private
Clients Group with TD Trust Company
• Five years as Regional Vice President for
Quebec at TD Mutual Funds , developing
Broker/Dealer relationships
• One year as Director Eastern Canada at TD
Mutual Funds
• Joined McLean Budden in 2007 focusing on
Separately Managed Accounts across Canada
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D. C. B. (David) Davies
Vice President
• B.A., University of Western Ontario
• Chartered Financial Analyst (CFA)
• Seven years at RBC Financial Group as Retail
Mutual Fund Sales Representative
• Two years at Royal Trust providing investment
management to individuals and foundations
• Seven years at RBC Private Counsel providing
investment counseling to individuals and foundations
• Joined McLean Budden in 2003, specializing in
marketing and client service
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S. L. (Sue) Eagleson
Vice President
• B.A. (Economics), Wilfrid Laurier University
• Chartered Financial Analyst (CFA)
• Joined McLean Budden in 1994, specializing in
portfolio management, Separately Managed
accounts and client service
• Responsible for the Managed Assets Group
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P. J. (Patrick) Fournell
Vice President
• B.Sc. (Mathematics and Actuarial Science),
University of Montréal
• MBA (Finance and Economics), University
of Chicago
• Chartered Financial Analyst (CFA)
• Canadian Securities Course
• Four years at Noranda Inc. as an analyst
• Four years at Hewitt Associates/James P. Marshall,
as Consultant
• Four years at Mercer Investment Consulting,
as Consultant
• Joined McLean Budden in 2005, specializing
in portfolio management, marketing and client service
• Product Specialist on the following teams:
International Equity
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J.P. (Jean-Philippe) Giguère
Vice President
• B.Sc. (Actuarial Science) Laval University
• Chartered Financial Analyst (CFA)
• Fellow of the Society of Actuaries (FSA) and of the
Canadian Institute of Actuaries (FCIA)
• Six years at Watson Wyatt as an investment/
pension consultant
• Two years at National Bank Financial as an
equity research associate
• Three years at Towers Watson as an investment
consultant specializing in manager research
• Joined McLean Budden in 2011, specializing in
portfolio management, marketing and client
service
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D. A. (Adam) Gregg
Vice President
Fixed Income Credit Analyst
• B.A. (Economics), University of Western Ontario
• Graduate Diploma in Public Accountancy,
McGill University
• Chartered Accountant (CA)
• Three years at KPMG as a staff and senior auditor
• Six years at Manulife Financial progressing to
Credit Analyst
• Joined McLean Budden in 2004 specializing in
credit analysis
• Member of the following team: Fixed Income
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W. G. (Bill) Healy
Vice President
• B. Comm. (Finance), Concordia University
• M. Sc. (Economics), University of London
• Canadian Securities Course
• Chartered Financial Analyst (CFA)
• Two years with RBC Dominion Securities as a
Financial Advisor
• Five years with Talvest Fund Management
progressing to Vice President, Western Canada
• Two years with Guardian Mutual Funds as Vice
President, Quebec
• Four years with TAL Private Management as
Vice President
• Joined McLean Budden in 2002, specializing in
Private Wealth, Foundations and Endowments
and First Nations
• Product specialist for the Dividend Income
Fund
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B. R. (Bradley) Hicks
Vice President
• Honours B.A., Richard Ivey School of Business,
University of Western Ontario
• Two years at Edinburgh Fund Managers marketing
global and international equity portfolios
• Joined McLean Budden in 2003, specializing in
marketing and client service
• Product Specialist on the following teams: Canadian
Equity Value and Global Equity Value
• Voting member on the following team: Canadian
Equity (Core)
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J. C. (Jamie) Keating
Vice President
• B. Comm., University of Toronto
• Chartered Accountant, Deloitte Haskins (CA)
• Chartered Financial Analyst (CFA)
• Five Years at Citibank as research analyst
• One Year at Nesbitt Thomson as research analyst
• Ten years at Midland Walwyn and Merrill Lynch as
senior financial services research analyst
• Four years at RBC Dominion Securities as senior
financial services analyst
• Joined McLean Budden in 2007 as an equity analyst
• Voting member on the following team: Canadian
Equity Value
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S. (Soami) Kohly
Vice President
• Honours BSc., University of Western Ontario
• Twelve years with Hewitt Associates as actuarial
consultant and business developer
• Two years with RBC Capital Markets, Associate
analyst covering insurance industry
• One year with RBC Capital Markets, Vice President
Financial Products Marketing, Head of Liability Driven
Investing business
• Product Specialist on the following team:
Fixed Income
• Joined McLean Budden in March 2009
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E. J. (Edward) Kwan
Vice President
• B.Sc., University of Toronto
• Chartered Financial Analyst (CFA)
• Five years at TD Waterhouse as an investment
representative and branch manager
• Four years at Sceptre Investment Counsel
responsible for the mutual fund area
• Five years at Howson Tattersall Investment Counsel
responsible for marketing and sales of institutional,
private client and mutual fund products
• Joined McLean Budden in 2001, specializing in
Private Wealth portfolio management and
investment services to First Nations
• Member of the MB SRI team
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A. N. (Alexandre) Legault
Vice President
• B.A., Université Laval
• MBA. (Honours, Operations Research),
Université Laval
• Chartered Financial Analyst (CFA)
• Seven years with Sport Prospects as Director
of Finance
• Three years with National Bank Financial first as
Senior Product Analyst and then as Manager of
Business Development
• Joined McLean Budden in 2006, specializing in
Private Client portfolio management, marketing
and client service
• Product Specialist on the following team:
Global Equity Growth
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P. A. (Paul) Marcogliese
Vice President
• Bachelor of Mathematics, Honours Business
Administration, Option Management Systems,
Co-op Program; University of Waterloo
• Chartered Financial Analyst (CFA)
• Joined McLean Budden in 1999 as a money
market trader
• Member of the following team: Fixed Income
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D. (Dave) Mason
Vice President
• Canadian Investment Manager, CIM
• Fellow of the Canadian Securities Institute, FCSI
• Investment Advisor (Registered Representative)
1988 - 1990
• Four Years with Royal Trust responsible for Private
Client – Business Development and Client Service
• Nine years at UBS Global Asset Management
responsible for Western Canada (Institutional Client
Service and Cash Management Business
Development)
• Five years at Legg Mason Canada Inc., responsible
for Western Canada (Institutional Client Service and
Cash Management Business Development)
• Joined McLean Budden in 2009 with responsibility for
portfolio management, marketing and client service
• Product Specialist on the following teams:
Canadian Equity Growth
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C. S. (Cindy) Neville
Vice President
• B.B.A., Wilfrid Laurier University
• Chartered Financial Analyst (CFA)
• MFin, University of Toronto
• One year with RBC Investments Financial Planning
as an Associate
• Joined McLean Budden in 2004, as a money
market trader
• Member of the following team: Fixed Income
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D. (Dimi) Ntantoulis
Vice President
• B.Sc.Phm., University of Toronto
• MBA, University of Toronto
• Three years as a clinical pharmacist at the Multi-Organ
Transplant Unit, University Hospital in London, Ontario
• Three years as a pharmaceuticals and biotech analyst
at Yorkton Securities
• Three years as a pharmaceuticals and biotech analyst
at National Bank Financial
• Three years as a pharmaceuticals and biotech analyst
at UBS in Toronto and New York
• Joined McLean Budden in 2006 as an equity analyst
• Voting member on the following teams:
Global Equity (Value)
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R.(Robert) Spector
Vice President, Chief Economist
• B.A. (Economics), McGill University
• M.A. (Economics), University of Western Ontario
• Chartered Financial Analyst (CFA)
• Five years with the Bank Credit Analyst Research
Group as a U.S. economist & strategist
• Two years with Nesbitt Burns as a financial
economist
• Five years with Merrill Lynch Canada as Senior
Economist & Strategist, Head of Canadian Economics
and Chief Strategist
• Joined McLean Budden in 2005 as Chief Economist
• Member of the following team(s): Asset Mix and Fixed
Income
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