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Team
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About
Solutions
Team
Relationship Disclosure Information
Contact

Team

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Jonathon Botrie, CFA

President

Karen Luprypa, CFA

Director of Compliance

Kristen Kodric, BMOS

Compliance Manager

Lyndsay Shipcott, BCom

Compliance Analyst

Jake LaPalme, Hons. BA

Associate Portfolio Manager & Investment Operations Analyst

Susanne Gilbert, CPA, BMOA

Accounting Associate

Leslie Michaels, MBA

Director

Kevin Cohen, LLB, MBA

Founder

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