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.

Joshua Varghese

Co-founder and Partner

Axia Real Assets

Axia Real Assets is an asset manager focused on global real estate and infrastructure and is backed by CI Financial, one of Canada’s largest investment management firms.

Joshua Varghese is a co-founder and Partner at Axia. Joshua brings deep global expertise in the real estate sector, having managed approximately $5 billion in global REITs including Canada’s largest REIT fund during his 15-year tenure at CI. His accolades as a portfolio manager include Lipper Fund Awards, Fundata Awards and the Brendan Woods award for Top Gun Investment Minds from 2018 to 2021. His experience spans across most real estate subsectors and global geographies and he has been heavily involved in corporate structuring activities such as M&A, IPOs and privatizations.  Joshua invests with a lens on the future, incorporating global technological and societal shifts into evaluating real estate investment decisions

Joe Bakish

Portfolio Manager, Wealth Advisor, Investment Advisor

Richardson Wealth

Joseph Bakish is a Portfolio Manager, Wealth Advisor, Investment Advisor at Bakish Wealth, at the firm Richardson Wealth Limited.

Named Canada’s Top Under 40 Investment Advisors in 2020 by the Investment Industry Association Of Canada, Joseph Bakish has built his career by putting the best interests of his clients at the forefront of his objectives.  

After initially building a solid practice at Investors Group, Joseph realized that as business and the industry was evolving, they needed a change. Bakish Wealth joined Richardson Wealth six years ago, which has opened the door to a wider universe of alternative assets that can add value and enhanceportfolio diversification – from private equity and real estate to private debt. Clients have responded well to their unbiased access to investment solutions, which has led to a growing referral base and the expansion into their third client segment of high-net-worth investors. Bakish Wealth’s book boasts $242million in assets under management (AUM) across 490 households, as well as a large insurance component.

Most of their clients are between 40 and 60 years old, and many are research-oriented physicians, medicalresearchers, and university professors. Their clients also include high-net-worth business owners andhigh-potential young professionals. For prospects with established careers, their minimum investment is $1 million.

Adam Dean

Portfolio Manager

CMLS Mortgage Fund

Adam Dean is the portfolio manager of the CMLS Mortgage Fund and responsible for mortgage investment mandates under CMLS Asset Management Ltd. Adam’s primary focus is on building and maintaining the trust of our valued investor partners, prudent investment selection and portfolio management, and structuring our related processes to meet our investors’ credit and yield objectives.

Adam has more than 10 years’ experience in the mortgage industry, with a focus on institutional investment mandates, portfolio management and securitization. Prior to joining CMLS in 2011, Adam obtained his Bachelor of Commerce from the University of British Columbia with a specialization in Finance. He also holds the Chartered Financial Analyst designation.

Steven Furtado

Associate Portfolio Manager (Associate Advising Representative)

Savoir Investment Counsel (Hoovest Financial Inc)

After nearly 15 years of operating a family business, an inherent passion for entrepreneurship, investment, and people, lead me into the Wealth Management industry.

Since then, my team and I have developed a practice that revolves around serving the often complex needs of Business Owners (particularly Dental Professionals) and their families by implementing our collaborative approach.

Being independent is a key element in delivering unbiased wealth management solutions to our clients, and it’s something I take great pride in.

Our practice continues to grow, as we continue refining our approach to adapt to a rapidly changing landscape.

Over the years I’ve been fortunate enough to have been nominated as a finalist for the Young Achiever Award in 2020 & 2021, as well as The Rising Star finalist in 2019 by Wealth Professionals Canada and was the recipient of “The Distinguished Advisor of the Year” award by the Knowledge Bureau.

Anthony Guarnieri

Senior Vice President

Group RMC

Anthony is a Senior Vice President at Group RMC. His primary role is fostering relationships across Canada with Family Offices and Asset Allocators. Anthony has over 15 years of experience working in the financial sector. Previously, he was the Regional Sales Director at Desjardins Wealth Management where he developed business with investment advisors and worked with Portfolio Managers to bring investment products, such as ETFs to market. Prior to Desjardins, Anthony was also a Business Development Manager at Manulife Investments (also known as John Hancock in the US) where he worked alongside investment advisors and their clients.

Mark Tower

Director of Business Development

Amundi Asset Management Inc.

Mark Tower is a Director of North American Business Development at Amundi Asset Management Inc. Prior to joining erstwhile Amundi Asset Management in December 2015, Mr. Tower was an Institutional Sales & Business Development Consultant at UBP Asset Management from December 2013 to December 2014. Prior to that, Mr. Tower was Head of Institutional Marketing at Rock Maple Funds from 2009 through 2013. From 2004 to 2009, he was Vice President, Institutional Marketing at Muirfield Capital Management. Prior to that Mr. Tower handled Institutional Marketing at Refco Alternative Investments Group from 2002 to 2003. From 2000 to 2002 he was a Wholesaler at Ortbitex Financial Services Group. 

Mr. Tower has more than 15 years of experience with alternative investments, including hedge funds, fund-of-hedge funds, and liquid alternatives. he serves as a board member for Friends of Firefighters and Badge of Honor Memorial Foundation, both non-profit organizations. 

Mr. Tower received a B.A. from Boston College.

Daniel Leger

Managing Director

MGG Investment Group

Daniel Leger is Managing Director at MGG Investment Group.

Mr. Leger has over 18 years of experience in the asset management business. Prior to joining MGG, Mr. Leger was Head of Strategic Planning and Client Services at Akre Capital Management in Virginia where he helped grow the then 24 year old firm’s private partnership and mutual fund assets from $2 billion in 2013 to approximately $14 billion in 2019.  Previously, he worked as Managing Director, Head of Marketing at Geosphere Capital, a $1.4 billion hedge fund based in New York City.  Prior to that, he worked in a similar capacity at Steel Partners, a $5 billion global activist manager. Mr. Leger began his career in asset management at BRI Partners, a venture capital firm and joint venture with Mesirow Financial, that seeded hedge funds, helping grow their collective assets to in excess of $5 billion.

Mr. Leger received his doctorate in political philosophy and international relations from The University of Notre Dame in Indiana and his BA from Concordia University in Montreal, Canada.

Martin Lavigne

Executive Director

KPMG

David Krief

Partner, Management Consulting

KPMG

David is a Wealth and Asset Management Partner in KPMG’s Management Consulting Strategy and Operations practice. He has 10+ years experience in developing strategic plans, business models and operating models as well as managing change throughout deployment. David has led multiple engagements with financial institutions (Pension funds, wealth managers, insurance, banks etc.) and is a people leader within the Management Consulting National practice.

Scott Morrison

Chief Investment Officer

Wealhouse Capital Management

Scott Morrison is the Chief Investment Officer of Wealhouse Capital Management, a privately-owned investment firm and family office. As the firm’s founder, Scott is responsible for overseeing Wealhouse’s various strategies across asset classes, as well as the firm’s private equity portfolio and real estate holdings.

Outside of Wealhouse, Scott serves on the investment committee of the Centre for International Governance Innovation (CIGI), where he advises on investment decisions for CIGI’s endowment fund. Scott has over 25 years of asset management experience. Prior to Wealhouse, Scott spearheaded the portfolio management for notable firms such as Mackenzie Investments, CI Funds, and Investors Group. Scott holds a Bachelor of Finance from Concordia University and is a CFA Charterholder.