Our Wealth Management Team

David Baskin
Chairman, President

Barry Schwartz
CFA, MBA
Executive Vice President,
Chief Investment Officer

Scott J. Mazi
CPA, CA, CFA
Executive Vice President,
Portfolio & Relationship Management

Rob McDonald
CFA
Chief Operating Officer
Chief Compliance Officer

Miki Nachmani
CIM, MBA
Senior Portfolio Manager Business Development

Benjamin Klein
CFA, CFP
Senior Portfolio Manager

Esida Selfo
CIM
Senior Portfolio Manager

Isaac Klein
MBA, CIM
Portfolio Manager

Gordon Thomas
CIM
Head, Trading Portfolio Manager

Ernest Wong
CFA
Head, Research Portfolio Manager

Melanie Tellis FCSI, CAMS
Head, Client Services

Jenn Dahil
Head, Compliance

Irene Li
CPA, CMA
Head, Finance

Sithikone Songvilay
BComm, CIM
Head, Operations & Technology

Douglas Fraser
BA Hon.
Portfolio Associate