Meet the Leaders of the MFS McLean Budden Team
This is a company that prides itself on our team philosophy of investment management. And so it should come as no surprise that, at the helm of MFS McLean Budden, you’ll find one of the deepest, most accomplished senior management teams in the industry.
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Martin E. Beaulieu |
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D. (Doug) Andrews Executive Vice President and Managing Director Doug graduated from the University of British Columbia with an MBA in Finance. He then spent nine years at SEI Financial Services where he was Vice President and Senior Consultant. Doug joined McLean Budden in 1996 to open the Vancouver office and was responsible for portfolio management, marketing and client service. Doug is a voting member of the Canadian Equity Growth team. |
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P. (Peter) Kotsopoulos Executive Vice President and Managing Director Peter received his B.A. in Economics from Wilfred Laurier University before spending six years with Royal Insurance as an investment analyst and fixed income portfolio manager. He then joined McLean Budden in 1995 as a bond analyst and fixed income trader. A Chartered Financial Analyst (CFA) charterholder, Peter is a voting member on the Fixed Income and Asset Mix teams. |
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R. B. (Bruce) Murray Executive Vice President and Managing Director Bruce received his B.A. Honours in Economics from the University of Waterloo and attained the Chartered Financial Analyst (CFA) designation. Before joining McLean Budden in 1990, he spent nine years with Crown Life as an investment analyst and manager as well as five years with Nesbitt Thomson as Vice President. Bruce specializes in equity research and is a voting member on the Asset Mix, Canadian Equity Growth, Global Equity (Core), Global Equity Growth, U.S. Equity and International Equity teams. |
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B. (Benoit) Paradis Executive Vice President and Managing Director Benoit is a graduate of the École Des Hautes Études Commerciales where he received his Bachelor of Business Administration. He then spent six years at Michelin Tires Ltd. as a financial analyst and then as Treasurer. In 1997, he joined McLean Budden specializing in portfolio management, marketing and client service. Benoit is a Chartered Financial Analyst (CFA) charterholder, a Chartered Business Valuator (CBV) and a voting member on the Canadian Equity (Core), Global Equity (Core) and International Equity teams. |
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S. (Susan) Shuter Executive Vice President and Managing Director After receiving her MBA in Finance from Queen’s University, Susan spent four years at McLeod Young Weir as a quantitative analyst for research and corporate finance. She then spent one year with Canada Trust as an analyst, seven years as an investment analyst at Sun Life and eighteen years with Sun Life/McLean Budden as a portfolio manager. A Chartered Financial Analyst (CFA) charterholder, Susan is a voting member on the Canadian Equity Value and Global Equity Value teams. |
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D. D. (David) Kilburn Senior Vice President David graduated from Bishop’s University with a B.A. and holds the Chartered Financial Analyst (CFA) designation. He spent twelve years at National Bank Financial where he progressed to Vice President and Portfolio Manager. He then joined McLean Budden in 2007 to help lead our segregated WRAP accounts, mutual funds and Private Client portfolio management. |
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R. V. (Bob) Livingston Senior Vice President After receiving his MBA from York University, Bob attained the Chartered Financial Analyst (CFA) designation while spending fifteen years at Merrill Lynch Canada. During that time, he progressed to Senior Vice President/Director. He followed that up with six years at RBC Dominion as a senior equity sales manager and Senior Vice President/Director. Bob has been with McLean Budden since 1996 and helps lead our Private Client portfolio management service. |
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B. S. (Barb) Lockhart Senior Vice President Barb has been with McLean Budden for over twenty years, having joined us in 1987 after receiving her B.A. from the University of Western Ontario. Barb has served a variety of roles before being named Senior Vice President, Finance and Administration. Barb oversees our finance, legal, compliance and human resources teams. |
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C. W. (Colin) Sinclare Senior Vice President After receiving his B.B.A. in Finance from Simon Fraser University, Colin spent two years at Canada Trust as an investment officer, two years at Montreal Trust as a senior investment officer and two years at Mawer Investment Management as a private client portfolio manager. A Chartered Financial Analyst (CFA) charterholder, he joined McLean Budden in 1999, specializing in portfolio management, marketing and client service. Colin is also a voting member of the Canadian Equity (Core) team. |
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