A connected, performance-driven team
At Gluskin Sheff, we break down traditional silos to ensure our entire firm is connected. From our Client Wealth Management and Investment teams, to leadership and global market experts we activate collaborative thinking across the board, ensuring that our clients benefit from our best, collective ideas.
We are committed to providing advice that puts your interests first. By managing our money alongside yours, we have a vested interest in providing you with best-in-class solutions.
As part of Onex, we have access to additional investment expertise from another pre-eminent Canadian investment management firm. Onex’ team’s knowledge is extremely complementary to ours given their focus on private equity and private debt, areas in which Gluskin Sheff has not historically invested.
Our clients often say the outstanding service level they enjoy is as fundamental as the returns they achieve with us.
Leadership
Our leadership team is an exemplary group of professionals deep in talent, ideas and experience. Always accessible, they are committed to enhancing value for our employees and clients every day.
Client Wealth Management
The Client Wealth Management team focuses on ensuring our clients receive the highest level of service and that every aspect of their financial strategy, including their investments, is aligned with their wealth plan and designed to help them achieve their goals.
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Jim Bantis
Vice Chair
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Bruce Kagan
Managing Director,
Client Wealth Management
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Bruce Leboff
Managing Director,
Client Wealth Management
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Adam Moody
Managing Director,
Client Wealth Management
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Evan Howard
Managing Director,
Client Wealth Management
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Claire Blessing
Managing Director,
Client Wealth Management
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Dianna Price
Managing Director,
Client Wealth Management
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Jeremy Abitbol
Vice-President,
Client Wealth Management
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Emily Ben-Haim
Vice-President,
Client Wealth Management
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David Clark
Vice-President,
Client Wealth Management
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Ori Mandowsky
Vice-President,
Client Wealth Management
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Murray McLean
Vice-President,
Client Wealth Management
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Jonathan Paul
Vice-President,
Client Wealth Management
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Derrick Abraham
Vice-President,
Client Wealth Management
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Julia Chikina
Vice-President,
Client Wealth Management
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Gardiner Goodman
Analyst,
Client Wealth Management
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Connor Kitchen
Analyst,
Client Wealth Management
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Zev Kesler
Analyst,
Client Wealth Management
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Aidan Bronca
Analyst,
Client Wealth Management
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Katrina Bruhm
Analyst,
Client Wealth Management
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Douglas Bowerman
Analyst,
Client Wealth Management
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Estelle Padmore
Associate,
Client Wealth Management
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Yana Tcherniakov
Associate,
Client Wealth Management
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Jane Lang
Associate,
Client Wealth Management
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Wendy On
Associate,
Client Wealth Management
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Signa Love
Associate,
Client Wealth Management
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Stephanie Evangelakos
Associate,
Client Wealth Management
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Louise Coghlan
Associate,
Client Wealth Management
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Lauren Graham
Associate,
Client Wealth Management
Wealth Planning
As part of our client experience, we offer consultations with our wealth planning professionals to provide meaningful and objective financial planning, tax, business owner, risk management, estate, trust and philanthropic expertise.
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Tiffany Harding
Vice-President,
Head of Wealth Planning
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Mark Skeggs
Vice-President,
Wealth Planning
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Jag Gandhi
Vice-President,
Wealth Planning
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Mark Chan
Vice-President,
Wealth Planning
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Jonathan McMurrich
Senior Wealth Planner
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Angus Gordon
Wealth Planning,
Philanthropy
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Duke Trifunovic
Analyst,
Wealth Planning
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Kate McMullen
Analyst,
Wealth Planning
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Kaire Hartley
Wealth Planning Coordinator
Investment Management
Our investment management team has a deep understanding of the companies we invest in, the psychology and fundamentals of the market, and the risks associated with economic and geopolitical factors. Unlike financial institutions, our entire Investment Management team shares the same open floor, encouraging strong collaboration and creating efficiencies in the generation and vetting of investment ideas.
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Peter Zaltz
Chief Investment Officer
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George Young
Chief Risk Officer
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Shelagh Lemke
Managing Director, Head of
Fixed Income
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Mark Grammer
Managing Director, Head of International Equity
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Alkarim Jiwa
Managing Director,
Head of Canadian Equity
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Jason Young
Managing Director,
Fixed Income Trading
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Robert Fournier
Managing Director,
U.S. Equity
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Josh Knechtel
Senior Quantitative Researcher
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Kate Branscombe
Vice-President,
Equity Trading
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Nikou Ghalebegui
Vice-President,
Fixed Income Research
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Leon Knight
Vice-President,
Fixed Income Research
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Alex Nickle
Vice-President,
Fixed Income Trading
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Peter Ciccarelli
Vice President,
Equity Research
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Michael Willemse
Vice President,
Equity Research
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Rae Liu
Analyst,
Fixed Income Research
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Istvan Soos
Analyst,
Fixed Income Technology
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Justin May
Analyst,
Fixed Income Research
Marketing & Communications
Our Marketing and Communications team is committed to enhancing the client experience and Gluskin Sheff brand by creating and managing valuable client touchpoints.
Finance & Operations
Every client at Gluskin Sheff is supported by an exemplary operations team managing everything from trading, regulations and accounting to reporting and information technology. We believe every touch point of our operation is connected to supporting the highest level of client service.
Investment Management
Every recommendation is grounded in rigorous research to deliver long-term risk adjusted returns.
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