Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Nelson Lam

Senior Vice-President, Equity and Alternative Investments

Trans-Canada Capital

As Senior Vice President, Equity and Alternative Investments, Nelson oversees all externally managed mandates across public equities and alternative investment strategies, including real estate, infrastructure, private equity, private debt and hedge funds. He is a longstanding member of the Investment Committee (IC), and an active member of TCC’s Executive Committee. Prior to joining the team in 2009, Nelson worked as a consultant and director of investments for several institutions. He brings over 25 years of experience in establishing investment policies, selecting and monitoring third-party investment managers, as well as making asset allocation decisions. Nelson holds a Bachelor of Science in Actuarial Mathematics from Concordia University. He is also a CFA charterholder.

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Scott Smith

Chief Investment Officer

Viewpoint Investment Partners

Scott is responsible for overseeing and providing strategic direction on all aspects of Viewpoint’s investment activities.  In conjunction with the investment research team, Scott helps to shape and execute the investment strategies for Viewpoint’s pooled investment funds. Scott is passionate about macroeconomics, financial markets, and how quantitative approaches can be used to combat behavioural biases.  With deep expertise in global financial markets, Scott is a contributor to news and media outlets Reuters, Bloomberg, the Wall Street Journal, and BNN.  Scott is a CFA charterholder and a registered portfolio manager.  Born and raised in Victoria, Scott now calls Calgary home and enjoys the close proximity of the Rocky Mountains with his wife and labradoodle.

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Andrey Omelchak

President, CEO & Chief Investment Officer

LionGuard Capital Management

Andrey Omelchak is the President, Chief Executive Officer and Chief Investment Officer of LionGuard Capital Management, the Company he founded in April 2014.

Before LionGuard, Andrey worked as Portfolio Manager at Montrusco Bolton Investments, where he oversaw mandates with combined assets under management of over $1.35 billion.

Prior to that, Andrey worked in the sell-side research department at Dundee Securities. Andrey strongly believes that an excellent understanding of the inner workings of the sell-side makes him a better investor. Before Dundee, Andrey worked in research, trading, and risk management roles at a Montreal-based Bellator Fund Management. Initially hired as a risk manager, Andrey subsequently moved to research and trading roles within the company.

Mr. Omelchak graduated with distinction from Concordia University, in Montreal, where he completed both his B.Comm, and M.Sc. (Finance) degrees. His graduate thesis was published in The Journal of Portfolio Management and The Journal of Derivatives & Hedge Funds.

Andrey also obtained Financial Risk Manager (FRM), Chartered Investment Manager (CIM) and Chartered Financial Analyst (CFA) designations. He is a frequent guest and commentator on various media channels and speaker at industry panels.

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Stephan Kind

Partner

LGT Capital Partners

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Pascal St-Jean

President & CEO

3iQ Corp.

Throughout his career, Pascal has focused on the transformation and disruption of industries via rapid scaling of businesses under his leadership. Having successfully created and grown multiple business ventures, Pascal was recognized as one of the youngest recipients of the Forty Under 40 award.

Before joining 3iQ, Pascal was an active angel investor and served as Strategic Advisor and Fractional Executive to over 5% of the Globe and Mail’s 500 fastest growing companies in Canada.

Pascal’s experience in open-source technologies and distributed systems led him to invest in cryptocurrency in 2016, and act as an educational resource on digital asset investments to several organizations. As President & CEO of 3iQ, Pascal is focused on overseeing the growth and global expansion of the company as it continued to pave the way as a global leader in Digital Asset Management.

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Aly Damji

Managing Partner, Real Estate

Forum Asset Management

As Managing Partner, Real Estate at Forum Asset Management, Aly leads Forum’s largest business. This includes a $3B+ development pipeline with over 4,500 units of student housing and multi-family apartments, as well as Forum’s flagship fund the Forum Real Estate Income and Impact Fund (REIIF), valued at $2.4M and holds over 4,200 rental housing units including over 10,000 beds.

Before joining Forum, Aly served as the Executive Vice President of Investments & Asset Management at Hullmark, a private urban real estate investor and developer in Downtown Toronto and was instrumental in the firm’s AUM growth by 15x to $1B in 7 years. During his tenure, Aly led partnership formations with Sun Life Investment Management, First Capital REIT and OCAD University.

Over the course of his career, Aly has developed experience in all major real estate asset classes and has been involved with principal investments valued at more than $6 billion. He has also led a variety of functions including investments, development, asset management and operations.

In addition to his professional experience, Aly has been involved in a number of board positions and advocacy roles. He was the President of the NAIOP Greater Toronto Chapter in 2022, one of the commercial real estate industry’s largest advocacy groups, and served as a board member for 6 years. Aly currently serves as a member of OCAD University’s Board of Governors, Physical Resources and Capital Assets Committee (“PRCAC”) and the Joint Board and Senate Liaison subcommittee.

Francis Sabourin

Portfolio Manager & Investment Advisor

Richardson Wealth

Financial Planner and Portfolio Manager, Francis Sabourin, Director, Wealth Management at Richardson Wealth, was awarded the Distinguished Advisor Award (prix Conseiller émérite) for the year 2016 by the publication Finance et Investissement, highlighting the good performance of his portfolios, both equal to or higher than the benchmarks, while minimizing the risks, thereby focusing on good capital protection. The Advisor of the Year Award is designed to recognize an advisor with at least 20 years of experience, who has marked the financial industry with a unique and remarkable practice. Francis celebrated 25 years of practice on October 5, 2017.

Jake Elmhirst

Partner, Head of Private Wealth Secondaries Solutions and Deputy Head of Capital Formation

Coller Capital

Jake is a Partner, Head of Private Wealth Secondaries Solutions and Deputy Head of Capital Formation. He is based in the firm’s London office.

Prior to joining Coller Capital in April 2022, Jake spent 25 years at UBS where he led the Private Markets effort within UBS Global Wealth Management, based in London. Prior to that Jake co-founded and co-led the Private Funds Group within UBS Investment Bank, based in New York.

He previously worked at Freshfields in London where he qualified as a solicitor working in the Tax Team with a focus on collective investment schemes.

Jake has a degree in Law (LLB) from the University of Bristol.