People

DAVID BURBACH

CIM, LL.B

Assoc. Portfolio Manager & CCO

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7 years of portfolio
management and 17 years of legal practice, including as Director of Legal Services, Mackenzie Financial Corporation.  Graduate of the Ivey Business School and the University of Toronto

Faculty of Law.

KARL BURNHAM

CFA, MBA

Portfolio Manager

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27 years of portfolio management and fixed-income trading, including as Managing Director of CIBC World Markets, responsible for a global investment grade credit portfolio in excess of $10 billion.  Graduate of the Schulich School of Business.

DANIEL CHILD

CA, CPA, CFA

Founder, Portfolio Manager

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23 years of portfolio  management and fixed-income trading, including as  Managing  Director  and  Head Corporate Bond Trader of Scotia Capital trading investment grade credit and mortgage backed securities. Graduate of the Ivey Business School.

STEPHANIE KREMER

Managing Director, Distribution

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23 years of investment management industry experience, working closely with advisers and family offices supporting them with their investment decisions, marketing and business development strategies, and practice management. 

GIANNI MARKOU

Managing Director, Distribution

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18 years of sales and relationship management, including as Director & Head of Sales, Structured Products, Global Equity Derivatives at TD Securities. BCom Graduate of the University of Toronto with concentrations in Economics, Finance and Math.