CLARK & LUNN - Key Persons
Job Titles:
- Principal
- Research Analyst at Connor
Alec is a Research Analyst at Connor, Clark & Lunn Private Capital Ltd. As a member of the asset allocation team, Alec works closely with the Chief Investment Officer. He provides research and analysis on the firm's tactical and strategic asset allocations, as well as contributing to the long-term investment forecasts used in the company's proprietary asset forecasting process.
As part of the Co-op program at Dalhousie University, Alec has gained financial services industry experience in roles at Royal Bank of Canada, The Citco Group of Companies and Connor, Clark & Lunn Private Capital.Alec graduated from Dalhousie University with a Bachelor of Commerce, Major in Finance. He is currently enrolled in the Chartered Financial Analyst (CFA) program.
Alec lives and works in Vancouver, and in his spare time he enjoys skiing, mountain biking and being active in the outdoors.
Job Titles:
- Wealth Advisor / Montreal
- Wealth Advisor, Associate Advising Representative
Andrew works closely with the firm's Wealth Advisors and their high net worth and foundation clients to provide investment planning solutions. In addition, he is a member of the CC&L Private Capital asset allocation team and is responsible for long term asset class forecasts and client communications. Prior to joining Private Capital, Andrew spent seven years in New York and Washington, DC working in a similar capacity for a global asset management firm. Andrew is a graduate of Boston University's School of Management with a B.Sc. in business administration with a concentration in finance.
Job Titles:
- Wealth Advisor / Vancouver
- Wealth Advisor, Associate Advising Representative
A seasoned Wealth Advisor, Angela has nearly two decades of experience working with clients. Prior to joining the firm, she worked with prominent multi-national investment firms developing and implementing investment and financial planning strategies for entrepreneurs and private clients. Angela's emphasis on listening, understanding and implementing successful financial strategies for clients prompted a number of community organizations to call on Angela to provide her views and insights, something she enjoys thoroughly.
Angela has a B.A. degree in Psychology and an MBA. She also holds the Chartered Investment Management (CIM) and the Chartered Financial Divorce Specialist designations.
For several years, Angela served on the board of One Girl Can, an organization that seeks to empower girls through building schools, providing education, and empowering through mentorship. Over the years, she has volunteered for Dress for Success, The Soroptomists, The White Rock Economic Development Committee and SEEDs, a program that helps budding entrepreneurs secure funding and training. Angela understands the importance of ‘going the distance'. Her love of trekking has taken her to some of world's highest mountain peaks, most notably Everest Base Camp, Mt. Kinabalu in Borneo and Mt. Kilimanjaro in Tanzania.
Job Titles:
- Investment Planning Specialist
Anna works closely with the firm's relationship managers and their high net worth clients to provide investment planning solutions. She is responsible for creating customized analyses for clients and prospects as well as conducting research on planning issues that affect high net worth families.
Prior to joining CC&L Private Capital, Anna worked at RBC Private Banking in Vancouver.
Anna is a graduate of Queen's University in Kingston, Ontario with a B.A. (Honours) in Applied Economics and Certificate in Business. In her free time, she enjoys playing volleyball, spending time outdoors, and being with friends and family.
Job Titles:
- Principal
- Head of Macro Research at CC & L Private Capital
Brendan is Head of Macro Research at CC&L Private Capital. As a member of the asset allocation team, Brendan works closely with the Chief Investment Officer to build the firm's capabilities to deliver results for clients. Before joining CC&L Private Capital, Brendan was Director of Macro Strategy at Rosenberg Research in Toronto. He has also held investment research roles at Gluskin Sheff and Macquarie Securities Group.
Brendan received a Bachelor of Commerce degree from Queen's University and is a CFA charterholder.
Brendan lives and works in Toronto. In his spare time, he enjoys playing a variety of sports - particularly basketball - and spending time with his family.
Job Titles:
- Wealth Advisor / Toronto
- Wealth Advisor, Associate Advising Representative
Candice has over 15 years of experience in the financial industry. Prior to joining CC&L Private Capital, roles at Pembroke Private Wealth Management and HSBC Global Asset Management demonstrated Candice's ability to support private clients and foundations across Canada. She is focused on helping charitable foundations and high net worth clients-including women, entrepreneurs and families-achieve their long-term financial goals. Strategic philanthropy is also an important part of Candice's practice and she is passionate in working with clients to identify values and areas where philanthropy can play a role.
A graduate of the University of Toronto, Candice holds the Chartered Investment Manager (CIM) designation, is a Fellow of the Canadian Securities Institute (FCSI), holds the Master Financial Advisor - Philanthropy (MFA-P) designation and has completed the Canadian Securities Institute's Partners, Directors and Officers; Branch Managers; and Canadian Securities courses.
Candice understands the importance of giving back to her community, and is a current board member of the University of Toronto Alumni Association and UHN Impact Collective of the Toronto General and Western Hospital Foundation. She has also sat on the Board of Directors and Executive Board of the Toronto Chinese Business Association. In her spare time, Candice enjoys practicing yoga, playing golf and tennis, and taking hikes with her family and golden retriever, Sadie.
Job Titles:
- Wealth Advisor / Montreal
- Wealth Advisor, Associate Advising Representative
Understanding the importance of giving back to his community, Carlo has served on the board of the Juvenile Diabetes Research Foundation and is also an active trustee for the St Patrick's Foundation in Montreal. He is a native Montrealer and in his spare time enjoys golfing, boating, skiing and spending quality time with his family and friends.
Job Titles:
- Wealth Advisor / Regina
- Wealth Advisor, Associate Advising Representative
Carmen's experience in the financial services industry spans over 35 years. Prior to joining CC&L Private Capital in 2010, he spent five years as the District Vice President with CIBC for south Saskatchewan, encompassing all aspects of retail, commercial and wealth management. During his career with CIBC in various roles, Carmen provided holistic wealth solutions to affluent Canadian families, professionals and business owners.
He holds the Chartered Investment Management (CIM) designation and is a Fellow of the Institute of Canadian Bankers.
Job Titles:
- Managing Director, Business Development / CC & L Private Capital
- Managing Director, Business Development at Connor
We work with many clients in Atlantic Canada to help them reach their long-term financial goals, and our Wealth Advisors are happy to travel to meet face to face.
If you would like to find out more about how we can help you, please complete the form and we can begin our conversation.
Catherine Dorazio, Managing Director, Business Development at Connor, Clark & Lunn Private Capital Ltd. has responsibility for corporate branding and recruitment, as well as leading an experienced team of Wealth Advisors nationally. Catherine works with Jeff Guise, Managing Director, Investments and Ramy Dimitry, Managing Director, Business Management & Operations to set the strategic direction of the company.
Previously, Catherine worked with CC&L Private Capital as Vice President and Portfolio Manager where she built a successful practice guiding the investments of private clients and foundations.
Catherine earned a Bachelor of Commerce (B. Com) degree, MBA degree, Chartered Investment Manager (CIM) designatio n, and completed the Family Enterprise Advisor (FEA) program of the Family Enterprise Xchange. Prior to a career in finance, she represented Canada as a professional freestyle snowboarder in World Cup and media events globally.
Catherine worked with BC Children's Hospital for 13 years in various capacities including Head of the Sponsorship Committee for the Crystal Ball. She has also worked extensively with BC Women's Hospital and the Forum for Women Entrepreneurs among other worthwhile causes.
In 2021, Catherine was recognized as a talent leader by Wealth Professional Canada magazine for her contributions toward advancement of diversity and inclusion in CC&L Private Capital. BCBusiness magazine named her one of BC's Most Influential Women in Finance in 2019 and one of BC's 50 Most Influential Women in 2015. In 2018, Catherine was selected as a finalist for the Female Executive of the Year by WP Women in Wealth Management. In 2017, she was a finalist in the prestigious EY Entrepreneur of the Year Pacific Awards program award, alongside Jeff Guise and Corey MacEachern for their leadership of CC&L Private Capital. Catherine is also a past recipient of Business in Vancouver's Forty Under 40 award and the finance industry Five Star Professional award. Recently, she began sharing her career pursuits as a public speaker, and can often be found relaxing with her family on the ski hills of Whistler.
Job Titles:
- Wealth Advisor
- Wealth Advisor / Montreal
Job Titles:
- Wealth Advisor / Edmonton
- Wealth Advisor, Associate Advising Representative
For more than a decade, affluent households, corporations and foundations in the Edmonton area have trusted Chase to provide them with investment guidance. Before joining CC&L Private Capital, Chase worked with clients at RBC Wealth Management and TD Wealth.
Chase graduated with a B.Mgt from the University of Lethbridge. He holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations, among a number of designations and accreditations specific to wealth management and high-net-worth financial planning. .
Born and raised in Edmonton, Chase is passionate about the success of his clients and his community. He enjoys contributing time to a number of community organizations, and currently sit on the board of ABC Head Start Society.
Job Titles:
- Wealth Advisor
- Wealth Advisor / Toronto
Chris has more than 30 years investment management experience, working with private clients, foundations and not for profit organizations. Prior to joining CC&L Private Capital in 2004, he was Senior Vice President at Mulvihill Wealth Management and held several investment-related positions at Scotiabank, including Director of Marketing for Scotia Investment Management Ltd.
A graduate of the University of Toronto (B.Sc), Chris also holds the Chartered Financial Analyst (CFA) designation.
Chris lives in Ancaster, Ontario and understands the importance of giving back to his community. He is a current board member of the Hamilton Golf & Country Club Foundation and served as board member and Chair of Ancaster Community 2008-2012.
Job Titles:
- Wealth Advisor
- Wealth Advisor / Calgary
Dan opened CC&L Private Capital's Calgary office in 2005. Prior to joining the firm, Dan worked with clients from some of Canada's largest financial institutions and at MD Private Investment Management in Alberta, tailoring investment solutions to individuals, families, business owners, physicians and foundations.
Dan is a graduate of McGill University (B.A. Economics), a CFA charterholder, and former Director and Chair of the Investment Committee of the Calgary Rotary Clubs Foundation.
Job Titles:
- Wealth Advisor / Vancouver
- Wealth Advisor, Advising Representative
Dan joined CC&L Private Capital in 2008 and has over 20 years of experience in the investment management industry. Prior to his current role, he was a senior member of the asset allocation team responsible for the portfolio management and implementation of the firm's strategic and tactical asset allocation strategies, supporting the team in macroeconomic research, analysis, and investment management strategies. Within the role, Dan would oversee portfolio strategies of high net worth, institutional, foundation, and non-profit clients. He has knowledge and experience across the firm's asset class strategies, from the capital markets to alternatives, including real estate, infrastructure, private loans, and market neutral hedge strategies. He also led the firm's socially responsible initiatives both internally and externally, and was appointed Principal of the firm in this previous role. He relishes the opportunity to bring his investment acumen and experience to this client relationship role.
Dan received his Bachelor of Science degree from the University of British Columbia and is a Chartered Financial Analyst (CFA) charterholder. He is active in the local community and has served on the board of directors of several non-profit organizations; currently he is Treasurer and Chair of the Finance Committee of the Richmond Hospital Foundation.
Born and raised in the Vancouver area, Dan enjoys both the local outdoors as well as travelling to new places. In his spare time, he enjoys spending time with his wife, two young children, and their friends and family.
Job Titles:
- Wealth Advisor
- Wealth Advisor / Toronto
Darin has over 20 years of experience in the investment management industry, both from a private client and institutional perspective. Prior to joining the CC&L Private Capital team, Darin was an executive with a major Canadian wealth management firm, directly responsible for the delivery of their proprietary investment solutions.
Since 1998 Darin has held the CFA designation and is a member of the CFA Institute.
Job Titles:
- Wealth Advisor / Vancouver
- Wealth Advisor, Associate Advising Representative
Doug has over 30 years of experience in the financial services industry, gained in Canada and overseas advising private clients and large institutional investors. He previously worked for 20 years at Raymond James and its predecessor firm Goepel Shields & Partners, where he held the position of Managing Director, Equity Capital Markets. Doug also spent over four years in London, England with RBC Capital Markets, covering pension funds and institutional accounts in the UK and Europe.
Doug graduated with a B.Comm. from the University of Calgary and has held his Fellow of the Canadian Securities Institute (FCSI) designation since 1985. An active fundraiser for many charities, Doug has been especially involved with the BC Alzheimer's Society and the BC Cancer Society. He is a native Vancouverite and loves the outdoors. In his spare time, he enjoys water and snow skiing, hiking, cycling and spending time with his family and friends.
Job Titles:
- Wealth Advisor
- Wealth Advisor / Toronto
Duane has over 25 years of experience in the investment industry, working closely with high net worth clients to earn their trust, address their unique needs and fulfill their expectations. Before joining CC&L Private Capital, Duane held roles at Barometer Capital Management and 1832 Asset Management.
In addition to his Bachelor of Arts-Finance & Economics degree from the University of Western Ontario, Duane has earned the Chartered Investment Manager (CIM) designation.
Duane feels passionately about supporting his local community, and has previously served on the foundation committee of Toronto's Casey House and as a board member of the Canadian Foundation for AIDS Research. A keen snowboarder, Duane enjoys keeping active and travelling around the world whenever he has the opportunity. He is also passionate about collecting contemporary art.
Job Titles:
- Wealth Advisor / Toronto
- Wealth Advisor, Associate Advising Representative
James has over 20 years of financial services experience. His market knowledge, education and advisor-partner background were developed in roles at the industry-leading firms of Fidelity Investments, Manulife Financial and Invesco Trimark.
James holds a B.A. from the University of Western Ontario and the Chartered Investment Manager (CIM) designation. He is also a Fellow of the Canadian Securities Institute (FCSI).
Job Titles:
- Wealth Advisor / Vancouver
- Wealth Advisor, Associate Advising Representative
Janice has 25 years of experience in financial services and investments, partnering with advisors and working with affluent clients to help them achieve their financial goals. Prior to joining CC&L Private Capital, Janice worked closely with advisors as the regional director for Manulife Securities across BC and Alberta.
She holds the Chartered Investment Management (CIM) designation and has a B.A. from the University of Alberta.
Job Titles:
- Wealth Advisor
- Wealth Advisor / Montreal
Jeff Guise - Chief Investment Officer, Managing Director
Job Titles:
- Chief Investment Officer
- Managing Director
- CC & L Private Capital 's Chief Investment Officer
- Managing Director, Chief Investment Officer / CC & L Private Capital
Jeff is Managing Director, Chief Investment Officer at Connor, Clark & Lunn Private Capital Ltd. In his role, Jeff directs the firm's wealth and investment policy research, as well as the firm's tactical and strategic asset allocation. He is also responsible for development of asset class strategies across traditional and alternative assets and supervises the implementation of the company's asset management strategies. Jeff works with Ramy Dimitry, Managing Director, Business Management & Operations and Catherine Dorazio, Managing Director, Business Development to set the strategic direction of the company. Jeff is also a member of the firm's Management Committee and Board of Directors.
Jeff received his BA from the University of British Columbia in 1995 and holds the Chartered Financial Analyst (CFA) designation.
Jeff is committed to involvement in the community and has served on the board of directors of several charitable organizations. He is currently a board member of the Connor, Clark & Lunn Foundation, and a board member of Food Stash Foundation, a Vancouver-based non-profit whose mission is to reduce food waste and address food and nutritional security for local residents. In his spare time you can probably find Jeff with his wife and children skiing or riding his bike.
Job Titles:
- Wealth Advisor / Edmonton
- Wealth Advisor, Associate Advising Representative
Jim has over 25 years' experience in the financial services industry. Jim holds B.A. and B.Comm. degrees from the University of Saskatchewan and in 2005 received his MBA in Financial Services from Dalhousie University. He completed the Certified Financial Planner (CFP) designation in 2006. In addition, Jim also holds the Chartered Investment Manager (CIM) designation.
Jim was awarded The Queen Elizabeth II Diamond Jubilee Medal in 2012 for his services to the Children's Wish Foundation of Canada. He has been associated with the organization for over 25 years, volunteering on the Alberta, Saskatchewan, Manitoba and National boards.
Job Titles:
- Wealth Advisor / Vancouver
- Wealth Advisor, Associate Advising Representative
JoAnne has over 30 years of experience in the investment management industry, having held senior executive positions with national investment and advisory firms.
A member of the Estate Planning Council of Vancouver, JoAnne also has a B.A. (Economics) from the University of Western Ontario and a B.Comm. (Finance and Marketing) degree from the University of Windsor. She holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.
When not helping clients, JoAnne enjoys endurance cycling events and skiing with her family.
Job Titles:
- Wealth Advisor
- Wealth Advisor / Vancouver
Jon has more than 20 years of experience in the finance industry, having worked closely with private and institutional clients in roles at Deans Knight Capital, CIBC World Markets and Desjardins Securities. Jon also ran his own successful capital markets consulting firm.
Jon is a CFA charterholder and a graduate of the University of British Columbia (UBC).
In addition to volunteering his time and experience at CIBC Run For The Cure, Canuck Place and the Lower Mainland Christmas Bureau, Jon has previously guest lectured at the UBC Portfolio Management Foundation program and the Junior Achievement program. Born and raised in Vancouver, Jon loves exploring the outdoors, and is passionate about fly fishing in BC and in tropical destinations. He enjoys playing tennis, skiing, and spending quality family time with his wife and three children.
Job Titles:
- Member of the CFA Society Toronto
- Wealth Advisor / Toronto
- Wealth Advisor, Associate Advising Representative
Keegan has over a decade of industry experience, focusing on developing relationships and earning the trust of affluent Canadian families, as well as working with foundations and charitable organizations. Prior to joining CC&L Private Capital, Keegan held roles at prominent investment firms Foyston, Gordon & Payne; Pembroke Private Wealth Management and BMO Investments.
Keegan studied economics at the Bader International Study Centre in East Sussex, UK and holds a Bachelor of Arts degree from Queen's University.
Keegan is a member of the CFA Society Toronto and currently serves on the board of directors for the Hamilton Golf & Country Club Foundation, as well as the Leadership Development Advisory Council for Capitalize for Kids, a non-profit focused on supporting children's mental health services.
Keegan is an avid golfer and enjoys spending quality time with his wife and three children.
Job Titles:
- Wealth Advisor / Edmonton
- Wealth Advisor, Associate Advising Representative
Kevin has a finance background with almost two decades of experience in the industry. Most recently Kevin spent eight years with MD Management Ltd. assisting physicians and their families in meeting their financial goals.
Kevin holds the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations and is also a Fellow of the Canadian Securities Institute (FCSI). The FCSI designation is awarded to finance professionals who have met the most exacting standards and whose experience exemplifies excellence. It is recognized as the highest honour in the financial services industry.
Job Titles:
- Wealth Advisor / Vancouver
- Wealth Advisor at CC & L Private Capital
- Wealth Advisor, Associate Advising Representative
As a Wealth Advisor at CC&L Private Capital, Lauren is continually expanding her deep investment experience as she works closely with a diverse range of high net worth clients, including families, business owners and other professionals. Lauren adds value by taking a multigenerational lens to her clients' investment strategies. She engages her passion for helping families preserve and steward their wealth over successive generations, while also supporting clients as they journey towards achieving their life goals.
Lauren is a CFA charterholder and also a graduate of the Gustavson School of Business at the University of Victoria.
An active supporter of her local community, Lauren sits on the Board of Directors for the Social Venture Partners Foundation and chairs its Development Committee. Other organizations that Lauren has been involved with include BabyGoRound, the Down Syndrome Research Foundation, Ocean Wise and the Zajac Ranch for Children. In her spare time, Lauren plays tennis, runs the seawall and hikes the North Shore mountains.
Job Titles:
- Chairman
- Chairman / CC & L Financial Group
Michael is Chairman of Connor, Clark & Lunn Financial Group Ltd. and was previously Co-CEO. His prior career experience includes the position of President and CEO of Gentra Inc., a publicly traded property investment and real estate merchant banking firm, and Vice President of Trilon Financial Corporation, a financial services firm. Michael qualified as a Chartered Accountant and received his B. Bus Sci. from the University of Cape Town.
Job Titles:
- Wealth Advisor / Vancouver
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- Wealth Advisor / Edmonton
Job Titles:
- Managing Director, Business Management & Operations / CC & L Private Capital
- Managing Director, Business Management & Operations at Connor
Ramy is Managing Director, Business Management & Operations at Connor, Clark & Lunn Private Capital Ltd. He is responsible for business and operational management of the firm. Ramy works with Jeff Guise, Managing Director, and Catherine Dorazio, Managing Director, Business Development, to set the company's strategic direction.
Ramy is Managing Director, Business Management & Operations at Connor, Clark & Lunn Private Capital Ltd. He is responsible for business and operational management of the firm. Ramy works with Jeff Guise, Managing Director, Chief Investment Officer and Catherine Dorazio, Managing Director, Business Development, to set the company's strategic direction.
Ramy has over twelve years of experience in the financial industry. Before joining CC&L Private Capital, he spent seven years working for Scotiabank. He initially led strategy including personal, commercial and wealth management before moving to Tangerine for five years as Chief Financial Officer and latterly Senior Vice President, Retail Banking. Ramy has also worked for McKinsey & Company in Canada and Egypt and Alcatel-Lucent in Egypt, Greece, and France.
After being awarded a B.Sc. in electrical engineering from Cairo University, Ramy undertook the study of Masters courses at the same institution. He completed McKinsey & Company's MBA program and received Top 100 Magazine's Top 100 People in Finance (2020) award. Ramy volunteers on the board of directors of many charitable Canadian organizations, including Junior Achievers Ontario Central and Land of Hope.
Job Titles:
- Wealth Advisor / Vancouver
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- Wealth Advisor / Saskatoon
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- Wealth Advisor / Vancouver
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- Wealth Advisor / Vancouver
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- Wealth Advisor / Edmonton
Job Titles:
- Wealth Advisor / Vancouver