20 Years of Institutional Focus
We’ve partnered with pensions, endowments & foundations, insurance, sub-advisory and corporations since 2004 to deliver specialized investment solutions.
Our Institutional
Sales Team
Two decades of experience serving the needs of institutional clients.
Award-Winning Excellence
Recognized by institutions and industry peers, including multiple TopGun investment team awards and recognition on the Best Workplaces in Canada list.
Dedicated to Responsible Investing
We are a UNPRI signatory with a commitment to investing responsibility that is overseen by our ESG Committee and Policy.
Get to know our team.
Phil Potvin
Chief Sales Officer
Reed Picton
Vice President, Institutional Business
Conner Haslip
Vice President, Institutional Business
Andrew Watts, CFA, CAIA
Client Portfolio Manager, Equities