Ian has 20 years of buy side experience in trading, research, and portfolio management. He has established a broad understanding of the various market participants behaviours and an in depth understanding of the markets. He has established a broad reach of relationships across all of the sell side trading desks. This experience, in addition to a high level of education, including being a CFA Charterholder, earning an Honours Bachelor of Commerce degree, and completion of a number of Canadian Securities courses (CCO, CPH, PDO, CSC), all contributes to his broad equity capital markets expertise.
David has over 30 years of capital markets experience in executive management, trading, private equity, and portfolio management. Along with extensive sell-side experience in sales and trading coverage and facilitation management, David has led large sell side institutional trading desks for both independent and US based broker dealers as Head of Trading in both traditional and electronic verticals. David is a CFA Charterholder, a graduate of the Richard Ivey School of Business at Western University, and holds an MBA from Yale University School of Management.
John has over 40 years of capital markets experience in market making, liability trading and sales trading. Primarily a Canadian trader trading product for hedge funds, asset managers and pensions. John, as Managing Director and Partner played an important role in developing the Canadian equities business at Canadian independents as well as U.S. based broker dealers. He has forged strong relationships on both the sides of the street serving as President of the Institutional Equity Traders Association and Director of the Canadian Securities Traders Association.
Greg has nearly 40 years in the securities industry primarily as a Chief Financial Officer, at both large and small investment dealers as well as specialized investment funds where several public offerings and private placements were completed. He is a Chartered Professional Accountant (CPA), holds a Bachelor of Commerce (B.Comm.) degree from McMaster University and is a past Chair of the Investment Industry Regulatory Organization of Canada (IIROC), Ontario District Council.
Tomas brings with him over 25 years of experience in financial services including trading, supervision, Canadian and U.S. regulatory compliance for broker-dealers, exempt market securities, and anti-money laundering. Tomas's previous experiences include Chief Anti-Money Laundering Officer at Canaccord Genuity, and Chief Compliance Officer at Salman Partners. Prior to that he was responsible for trading supervision at Scotia Capital. Tomas was a member of the Investment Industry Regulatory Organizations of Canada (IIROC) Compliance and Legal Section (CLS) and was also an elected member of IIROC CLS Executive Committee.
Matthew is a graduate of the Ted Rogers School of Management at Ryerson University, holding a Bachelor of Commerce degree. He also has 2 years of banking experience with Big 5 Canadian banks and has a keen interest in the capital markets industry. Matthew has passed CFA Level I, as well as completed the Canadian Securities Course, Conduct and Practices Handbook, and Investment Funds in Canada course through the Canadian Securities Institute.
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