Connected, performance-driven wealth advisors
At Gluskin Sheff, we break down traditional silos to ensure our entire firm is connected. From our Client Wealth Management and Investment teams, to leadership and global market experts we activate collaborative thinking across the board, ensuring that our clients benefit from our best, collective ideas.
We are committed to providing advice that puts your interests first. By managing our money alongside yours, we have a vested interest in providing you with best-in-class solutions.
As part of Onex, we have access to additional investment expertise from another pre-eminent Canadian investment management firm. Onex’ team’s knowledge is extremely complementary to ours given their focus on private equity and private debt, areas in which Gluskin Sheff has not historically invested.
Our clients often say the outstanding service level they enjoy is as fundamental as the returns they achieve with us.
Leadership
Our leadership team is an exemplary group of professionals deep in talent, ideas and experience. Always accessible, they are committed to enhancing value for our employees and clients every day.
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Dave Kelly
Head of Gluskin Sheff & Associates
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Jeff Moody
Vice Chair
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Jim Bantis
Vice Chair
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Peter Zaltz
Chief Investment Officer
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Ashleigh Patterson
Vice-President,
Head of Marketing & Communications
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Soma Choudhury
Vice-President,
Head of Legal and Compliance
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Esther Marino
Vice-President,
Client Administration
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Justin Ashley
Managing Director,
Wealth Management Operations
Client Wealth Management
The Client Wealth Management team focuses on ensuring our clients receive the highest level of service and that every aspect of their financial strategy, including their investments, is aligned with their wealth plan and designed to help them achieve their goals.
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Jim Bantis
Vice Chair
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Bruce Kagan
Managing Director,
Client Wealth Management
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Bruce Leboff
Managing Director,
Client Wealth Management
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Adam Moody
Managing Director,
Client Wealth Management
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Evan Howard
Managing Director,
Client Wealth Management
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Claire Blessing
Managing Director,
Client Wealth Management
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Dianna Price
Managing Director,
Client Wealth Management
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Emily Ben-Haim
Vice-President,
Client Wealth Management
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David Clark
Vice-President,
Client Wealth Management
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Ori Mandowsky
Vice-President,
Client Wealth Management
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Jonathan Paul
Vice-President,
Client Wealth Management
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Derrick Abraham
Vice-President,
Client Wealth Management
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Julia Chikina
Vice-President,
Client Wealth Management
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Gardiner Goodman
Analyst,
Client Wealth Management
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Connor Kitchen
Analyst,
Client Wealth Management
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Zev Kesler
Analyst,
Client Wealth Management
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Aidan Bronca
Analyst,
Client Wealth Management
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Katrina Bruhm
Analyst,
Client Wealth Management
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Douglas Bowerman
Analyst,
Client Wealth Management
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Samuel Calamai
Analyst,
Client Wealth Management
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Anson Selvanayagam
Analyst,
Client Wealth Management
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Estelle Padmore
Associate,
Client Wealth Management
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Jane Lang
Associate,
Client Wealth Management
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Wendy On
Associate,
Client Wealth Management
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Signa Love
Associate,
Client Wealth Management
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Stephanie Evangelakos
Associate,
Client Wealth Management
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Louise Coghlan
Associate,
Client Wealth Management
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Lauren Graham
Associate,
Client Wealth Management
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Alisha Abdulla
Associate,
Client Wealth Management
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Catherine Brennan
Associate,
Client Wealth Management
Wealth Planning
As part of our client experience, we offer consultations with our wealth planning professionals to provide meaningful and objective financial planning, tax, business owner, risk management, estate, trust and philanthropic expertise.
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Jag Gandhi
Vice-President,
Wealth Planning
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Mark Chan
Vice-President,
Wealth Planning
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Jonathan McMurrich
Senior Wealth Planner
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Angus Gordon
Wealth Planning,
Philanthropy
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Kate McMullen
Analyst,
Wealth Planning
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Duke Trifunovic
Analyst,
Wealth Planning
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Aarushi Gaur
Analyst,
Wealth Planning
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Joanne Magpayo
Coordinator,
Wealth Planning
Insurance
As part of our client experience, we offer holistic tax, estate and insurance strategies with our comprehensive team of insurance professionals.
Investment Management
Our investment management team has a deep understanding of the companies we invest in, the psychology and fundamentals of the market, and the risks associated with economic and geopolitical factors. Unlike financial institutions, our entire Investment Management team shares the same open floor, encouraging strong collaboration and creating efficiencies in the generation and vetting of investment ideas.
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Peter Zaltz
Chief Investment Officer
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George Young
Chief Risk Officer
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Shelagh Lemke
Managing Director, Head of
Fixed Income
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Mark Grammer
Managing Director, Head of International Equity
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Alkarim Jiwa
Managing Director,
Head of Canadian Equity
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Robert Fournier
Managing Director,
U.S. Equity
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Kate Branscombe
Vice-President,
Equity Trading
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Nikou Ghalebegui
Vice-President,
Fixed Income Research
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Peter Ciccarelli
Vice-President,
Equity Research
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Josh Knechtel
Principal,
Risk Management
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Istvan Soos
Senior Associate,
Risk Management
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Angela Jiang
Analyst,
Fixed Income
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Philip Tang
Analyst,
Risk Management
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Joshua Morris
Associate,
Equity research
Marketing & Communications
Our Marketing and Communications team is committed to enhancing the client experience and Gluskin Sheff brand by creating and managing valuable client touchpoints.
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Ashleigh Patterson
Vice-President,
Head of Marketing & Communications
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Leah Commisso
Director, Corporate Communications
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Natale Sarris
Director, Client Experience
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Cameron French
Senior Investment Writer
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Sheila Morrow
Manager, Marketing Events and Sponsorship
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Arturo Alvarez
Analyst,
Investment Marketing
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Anjeola Salami
Digital Marketing Specialist
Finance & Operations
Every client at Gluskin Sheff is supported by an exemplary operations team managing everything from trading, regulations and accounting to reporting and information technology. We believe every touch point of our operation is connected to supporting the highest level of client service.
Investment Management
Every recommendation is grounded in rigorous research to deliver long-term risk adjusted returns.
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