Andy Mystic

Chief Portfolio Strategist & Head of Distribution

Andy Mystic is a portfolio manager and one of the most uniquely qualified distribution specialists in Canada. As Co-Founder and Chief Investment Strategist for Altrust Investment Solutions, Mr. Mystic will advise investors on alternative portfolio construction, develop distribution strategy for managers and manage select private credit portfolios.

Prior to Altrust, Mr. Mystic was head of retail distribution at a well-regarded Toronto based alternative fixed income manager where he helped grow firm assets by $3 billion in just over three years. In this role, he led product launches, directed marketing, communications, distribution strategy, and advised on portfolio construction. In addition to managing national accounts and retail distribution, Mr. Mystic also served family office, high-net-worth and institutional clients, giving him broad distribution reach that extends nationally. He is differentiated by his ability to integrate market knowledge and portfolio construction in a way that optimally meets client needs.

At ScotiaMcLeod, Mr. Mystic was the head fixed income strategist for approximately 800 investment advisors. In this capacity, he managed several fixed income mandates on a discretionary basis, advised on portfolio construction and was the lead fixed income voice for the Portfolio Advisory Group’s (“PAG”) Investment Committee – which advised on portfolio positioning and asset allocation. The role also required Mr. Mystic to support advisors in their asset acquisition efforts.  Mr. Mystic was able to help secure several high profile accounts in partnership with ScotiaMcLeod advisors.

Prior to ScotiaMcLeod Mr. Mystic worked as a credit analyst at RBC Capital Markets during the 2008 financial crisis where he was afforded a unique opportunity to study the path of financial crises and their impact on various sectors. Mr. Mystic also spent time as a fixed income trader at RBC Investments where he provided trading and advisory support to RBC’s 1,400 investment advisors. His primary coverage was Québec and the International Advisory Group (IAG) – comprising Barbados, Grand Cayman Islands & Nassau, Hong Kong, Uruguay, Vancouver and Toronto International branches.

Believing that a key for success is recognizing that events, themes and ideas tend to repeat themselves, Mr. Mystic is an ardent student of history and holds a Master’s degree in Chinese History. He also holds a Master’s of Business Administration degree from McMaster University and is a CFA charterholder.

Jason Streicher

Senior Legal Counsel

Jason’s practice is focused on registration matters and securities compliance for portfolio managers, investment fund managers, exempt market dealers, family offices, mortgage investment entities and other financial services providers. Over the course of his career, Jason has been the lead lawyer on numerous registration files.

Jason also works regularly with CEOs, CFOs, UDPs and CCOs to help firms meet their ongoing compliance obligations as registrants. Jason regularly assists clients prepare for and navigate through the OSC’s regulatory audit process, and is often called upon to advocate his clients’ positions to the OSC and other provincial securities regulators. Jason’s practice also includes providing counsel to his clients on related topics such as compliance with Canada’s anti-money laundering legislation, cybersecurity requirements, the protection of confidential personal information and compliance with Canada’s anti-spam laws. Jason is also experienced providing counsel in respect of Canadian and cross-border private placements.

Prior to joining AUM Law, Jason spent 17 years with Stikeman Elliott LLP, with the last nine years focused on advising clients about all aspects of the securities regulatory regime involving National Instrument 31-103 and National Instrument 33-109, among other areas. In his first years at Stikemans, Jason assisted on multiple public securities offerings and M&A transactions, and assisted reporting issuers with their ongoing compliance requirements.

Ted Karon

Wealth Advisor, Portfolio Manager

Tucker Wilson Group – Scotia Wealth Management

As a Wealth Advisor and Portfolio Manager at the Tucker Willson Group, Ted brings with him 28 years of extensive experience in investment banking, equity research, venture capital, mergers and acquisitions and multi-family office. A true practitioner of total wealth planning, Ted’s holistic perspective translates into clarity and certainty for those with complex, multi-generational situations.

Known for his astuteness, succinct performance assessments and transparency, Ted takes a diligent approach, helping to make sure that his clients’ financial lives and wealth potential are well looked after. His clients understand that his advice and recommendations derive from doing the right thing and that his priority is to make the most of their financial well-being — now and for the future.

Jeb Assaf

General Counsel

Aligned Capital Partners Inc.

Jeb serves as Aligned’s General Counsel and is currently the interim Chief Compliance Officer of both its dealer member and IFM businesses. Since joining Aligned in January 2019, Jeb has worked closely with the other members of Aligned’s management team to provide guidance and novel solutions to common problems faced by its advisors so that they may provide the best possible service to their clients.

Prior to joining Aligned, Jeb spent over a decade in various legal and compliance positions in both the US and Canada, including a stint with the New Hampshire Bureau of Securities Regulation, and as the Director of Compliance and General Counsel for the North American branch of one of Europe’s leading microfinance and Fintech companies.