Portfolio Management & Client Service

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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D. (Doug) Andrews
Executive Vice President and Managing Director
•    B.Comm., University of British Columbia
•    MBA (Finance), University of British Columbia
•    Eight years at a major Canadian trust company with
     responsibility for real estate finance and strategic
     planning
•    Nine years at SEI Financial Services as Vice
     President and Senior Consultant
•    Joined McLean Budden in 1996 to open Vancouver
     office, with responsibility for portfolio management,
     marketing and client service
•    Voting member on the following team: Canadian
     Equity Growth

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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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     foundations
•    Joined McLean Budden in 2003, specializing in
     marketing and client service

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     service
•    Product Specialist on the following teams:
     International Equity

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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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•    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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R. V. (Bob) Livingston
Senior Vice President
•    B.A. (Finance), Queen’s University
•    MBA, York University
•    Chartered Financial Analyst (CFA)
•    Two years with Richardson Greenshields
•    Fifteen years at Merrill Lynch Canada as senior
     fixed income salesman, institutional equity
     salesman and Senior Vice President/Director
•    Six years at RBC Dominion Securities as senior
     equity sales manager and Vice President
•    Joined McLean Budden in 1996
•    Team leader for private client portfolio management
     service

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B. (Benoit) Paradis
Executive Vice President and Managing Director
•  Bachelor of Administration (Business), École Des
   Hautes Études Commerciales
•  Chartered Financial Analyst (CFA)
•  Chartered Business Valuator (CBV)
•  Six years at Michelin Tires (Canada) Ltd. as financial
   analyst and then Treasurer
•  Two years with Mercer Investment Consulting as
   Investment Management Advisor
•  Joined McLean Budden in 1997, specializing in
   portfolio management, marketing and client service
•  Voting member on the following teams: Canadian
   Equity (Core), Global Equity (Core) and International
   Equity

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C. W. (Colin) Sinclare
Senior Vice President
•    B.B.A. (Finance), Simon Fraser University
•    Chartered Financial Analyst (CFA)
•    Two years at Canada Trust as an investment officer
•    Two years at Montreal Trust as a senior investment
     officer
•    Two years at Mawer Investment Management as a
     private client portfolio manager
•    Joined McLean Budden in 1999, specializing in
     Private Client portfolio management, marketing and
    client service
•    Voting member on the following teams: Canadian
     Equity (Core)

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