Decades of combined experience across institutional and individual portfolio management, corporate finance, and operations — independent, credentialed, and directly accessible.
Founder, Executive Chairman & Portfolio Manager
40 years in the securities industry. Former Vice President at Burns Fry Ltd., Lancaster Financial Inc. and TD Securities, with expertise spanning research, sales and trading, and corporate finance.
Chief Executive Officer, Portfolio Manager & CCO
Joined Newhaven in 2018 from an established Canadian investment manager. Co-head of the investment team for private and institutional clients.
Portfolio Manager
Joined in 2021 with 40 years of investment industry experience, including institutional pension assets and multi-billion dollar mutual funds. The last 20 years have focused on individual client portfolio management.
Portfolio Manager
Joined in 2023 with 15 years of investment experience, previously a portfolio manager at a multinational bank and a Canadian investment manager. Led a mentorship program for women in global asset management.
Portfolio Manager
Joined in 2021 with 20+ years managing individual portfolios and mutual funds. Prior experience spans management consulting, finance and accounting.
Operations Manager
With Newhaven since 2010, managing day-to-day operations. Prior experience in financial services operations at an asset management firm, an income trust, and a SPAC.
No call centres, no hand-offs — just direct access to the people managing your money.