Our team

Board of Directors

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Thomas S. Caldwell, C.M.

McGill. B. Com. Hons Economics
Founder and Chairman

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Angela T. Stirpe

President & COO

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Brendan T.N. Caldwell,

B. Sc., M.A., CFA
Director

Senior Management Team

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Robert Allen

Vice President &
Chief Compliance Officer

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Sally Haldenby Haba

Vice President

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Wendy Lockwood

Vice President

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Morgan Pampe

Vice President Trading

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Elizabeth Naumovski

Vice President Marketing

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Rick Wood,

CFP, CIM
Vice President Client &
Advisor Success

Portfolio Managers

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William Chin, MBA

Portfolio Manager

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Tony Ciero, CFA, CFP

Vice President &
Senior Portfolio Manager

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Tom Simopoulos, CFA

Portfolio Manager

Investment Advisors

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Robin Barstow

Investment Advisor
Toronto Office

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James Caldwell

Vice President &
Investment Advisor
Niagara-on-the-lake Office

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Ted Flanagan

Investment Advisor
Georgetown Office

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Anthony Schifano

Investment Advisor
Toronto Office

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Robert Goldberg

Investment Advisor
Toronto Office

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Loraine Craig

Administrative Assistant
Niagara-on-the-lake Office

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Chris Coderre

Vice President &
Investment Advisor
Oakville Office

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Dora Di Manno

Vice President &
Investment Advisor
Toronto Office

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Vincent L. John

Vice President &
Investment Advisor
Whitby Office

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Nicol MacNicol

Portfolio Manager
Georgetown Office

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Cheryl Maloney

CPA, CMA, CEA
Certified Executor Advisor
Oakville Office

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Kristin Larsson

Office Manager
Whitby Office

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Brian McCreery

Investment Advisor
Toronto Office

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John R. Kinsey

Portfolio Manager
Toronto Office

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Andrew Scoon

Investment Advisor
Toronto Office

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Brandon De Assuncao

Investment Advisor
Toronto Office