FGP Professionals
James R. Martin, CFA, MBA, CEO, Chief Investment Officer & Portfolio Manager
Jim joined FGP in 1989. He is the Canadian Equity Portfolio Manager and oversees the FGP Investment Committee. As CEO, he works with FGP’s management team and the Board on strategic direction for the firm. Prior to joining the firm, he spent 16 years at Confederation Life, where he was responsible for several divisions of the Investment Department. Jim graduated from the Richard Ivey School of Business at the University of Western Ontario (MBA) and is a Chartered Financial Analyst charterholder.
Stephen P. Copeland, CFA, CFP, Sr. Vice President
Steve joined FGP in 1997. He is a registered Portfolio Manager, responsible for Private Client Services and is the strategist on the fixed income team. Prior to joining the firm, Steve worked as a securities analyst, and subsequently, Fixed Income Portfolio Manager at Canada Life Assurance Co., before joining SwissRe Holdings as Vice-President and Co-Head of Investments. Steve is a graduate of Queen’s University (B.Comm) and is a Chartered Financial Analyst charterholder.
John C. Berry, CFA, MBA, Sr. Vice President & Portfolio Manager
John joined FGP in 1998. He is the firm’s Small Cap Canadian Equity Portfolio Manager and co-manages the Canadian Equity portfolio. Prior to joining the firm, John worked as an oil and gas consulting engineer in Calgary and Houston for six years. John has a M.A.Sc. in chemical engineering from the University of Waterloo, is a graduate of the Richard Ivey School of Business at the University of Western Ontario (MBA) and is a Chartered Financial Analyst charterholder.
Mark E. Thompson, B.Comm, Sr. Vice President, Finance and Operations
Mark joined FGP in 2000 and is responsible for Finance & Administration. Prior to joining the firm in 2000, Mark held senior level operational and administrative responsibilities in the Estate, Trust and Investment Management businesses at National Trust Company and The Trust Company of Bank of Montreal. Mark is a graduate of McMaster University.
James W. Houston, CFA, CMA, Sr. Vice President, Corporate Client Services
Jim joined FGP in 2003 and is a registered Portfolio Manager responsible for sub-advisory and corporate client service. He is a member of the FGP Investment Committee. Previously, he serviced clients at Perigee Investment Counsel. He has account management experience with Clarica Life Insurance Co. and the Royal Bank of Canada. Jim is a graduate of the University of Western Ontario, is a Certified Management Accountant and a Chartered Financial Analyst charterholder.
Robert J. Head, BA, Vice President & Portfolio Manager
Rob joined FGP in 1998 and is the firm’s Fixed Income Portfolio Manager. Prior to joining the firm, he worked at The Equitable Life Insurance Company of Canada as a trader/analyst, and in 1995, he became that company’s fixed income portfolio manager. Rob is a graduate of the University of Waterloo (BA).
Lance H. Speck, CFA, B.Comm., Vice President & Portfolio Manager
Lance joined FGP in 2006 and is the firm’s U.S. Equity Portfolio Manager. Prior to joining the firm, Lance was responsible for managing global equities at Investment Counsel firms Seamark Asset Management and Laketon Investment Management. He is a graduate of Queen’s University and is a Chartered Financial Analyst charterholder.
Andrew D. Fernow, CFA, MBA, Vice President & Portfolio Manager
Andrew joined FGP in 2007 and is the firm’s International Equity Portfolio Manager. Prior to joining the firm, he was Senior Vice President of Research at Sky Investment Counsel. From 1988 through 1993, Andrew worked for New York based 13D Research Inc., covering greater China. He was senior analyst and director of research for Vickers Ballas in Singapore from 1994 through 1999, then head of equity research for Primasia Securities in Taiwan. He is a graduate of the University of Colorado (MBA), and a Chartered Financial Analyst charterholder.
Mohammad Ahmad, CFA, MBA, Associate Portfolio Manager – Foreign Equities & Senior Research Analyst
Mohammad joined FGP in 1999 and covers international stocks and the technology industry group. He is a graduate of the Institute of Business Administration (Pakistan) with an MBA (Finance), a registered Associate Portfolio Manager and a Chartered Financial Analyst charterholder.
Valentino De Franco, CFA, MBA, Senior Research Analyst
Val joined FGP in 2002 and covers the financial, I.T. services and merchandising industry groups. He is a graduate of the Richard Ivey School of Business at the University of Western Ontario (MBA), a registered Associate Portfolio Manager and a Chartered Financial Analyst charterholder.
Robert G. Gill, M.Litt, HBA, Senior Research Analyst
Robert joined FGP in 2003 and covers consumer products and capital goods industry groups. Prior to joining the firm, he was a portfolio analyst at BMO Nesbitt Burns and part of the investment banking mergers and acquisitions group at Deutsche Bank in London, England. Robert graduated with an HBA from Queen's University, received an M.Litt in Management and Economics from the University of St. Andrews, and has passed Level I of the Chartered Financial Analyst program.
Tom C. Duncanson, CFA, Senior Research Analyst
Tom joined FGP in 2004 and covers the forest products, metals and gold industry groups. He is a graduate of the University of Western Ontario (B.A. Hons), and a Chartered Financial Analyst charterholder.
Bill Kim, CFA, Fixed Income Analyst
Bill joined FGP in 2006 and is the Fixed Income analyst and trader. Prior to joining the firm, Bill assisted in the management of fixed income portfolios at Agilerus Investment Management Ltd. Bill is a graduate of the University of Toronto (B. Sc), a registered Portfolio Manager and a Chartered Financial Analyst charterholder.
Bryan W. Pilsworth, CFA, MBA, Senior Research Analyst
Bryan joined FGP in 2007 and covers telecom, cable and financial sectors. Prior to joining the firm, he worked extensively with the BCE group of companies, most recently with the Bell Aliant management team. He has also worked with Andersen Consulting (Accenture) in the Financial Services strategy practice. Bryan is a graduate of the Richard Ivey School of Business at the University of Western Ontario (MBA), a registered Associate Portfolio Manager and a Chartered Financial Analyst charterholder.
Brandon Tu, MAcc, CA, CPA, Research Analyst
Brandon joined FGP in 2008 and is primarily responsible for small cap research. Prior to joining the firm, he was an equity research analyst at Genuity Capital Markets and also worked in the U.S. corporate tax group at KPMG. Brandon is a graduate of the University of Waterloo, and holds the Chartered Accountant and Certified Public Accountant designations. He has also passed Level 1 of the Chartered Financial Analyst program.
Zubaida Mirza, CFA, MBA, Research Analyst
Zubaida joined FGP (effective September 29, 2008) and is primarily responsible for energy research. Prior to joining the firm, she was an associate analyst at CIBC World Markets. She has also worked at ABN AMRO First Capital Equities. Zubaida is a graduate of Karachi University, Pakistan (MBA), and a Chartered Financial Analyst charterholder.
FGP Institutional Client Team
Josée Pelletier, BA, Vice President
Josée joined FGP in 2005. Josée has over 14 years of corporate relationship experience with large investment companies such as Spectrum Investments, Global Strategy Financial Inc. and The Investors Group Inc. In addition, Josée has held senior level sales, marketing and management positions. Josée is a graduate of Université Laval.
David Adkins, CFA, Vice President
David Adkins joined FGP in 2007. David has over 18 years of institutional investment experience including institutional equity and fixed income trading at MuCana Investment Counselling, fund manager oversight at CIBC Mellon, business development and client service at CIBC Mellon, TAL Global Asset Management and Manulife Financial. David is a graduate of Laurentian University (B. Comm) and is a Chartered Financial Analyst charterholder.
Lucy M. Lima, Client Service
Joined FGP in 1998. Prior to joining the firm, she worked for the Bank of Nova Scotia in the Retail Marketing and Advertising Department. Prior, she worked at the Bank of Montreal in the International Department. She has completed the Financial Sales Assistant Certificate Program at George Brown College.
Nancy E. DeBellefeuille, Client Service
Nancy joined FGP in 1999. Prior to joining the firm, she spent 4 years with Credit Suisse Private Banking, after having spent the previous 13 years with Suisse Bank.
FGP Private Client Team
Murray J. Leiter, CFA, CFP, Vice President & Portfolio Manager
Murray joined FGP in 2002 and is responsible for Private Client portfolio management. Prior to joining the firm, he served as Director of Wealth Management for the accounting firm Richter, Usher & Vineberg. Prior, he was Vice-President of Investment Services for T.E. Financial Consultants. Murray is a graduate of Carleton University (BA & Dipl. Public Admin.), and is a Chartered Financial Analyst charterholder. Murray also holds the Certified Financial Planner designation.
Mark G. Klinkow, CFA, MBA, Vice President & Portfolio Manager
Mark joined FGP in 2006 and is responsible for Private Client portfolio management. Prior to joining the firm, Mark ran his own investment counseling business from 2000 to 2003 and then worked as a private client portfolio manager for an investment counseling firm. He has served private clients in the financial services and investment industries since 1986. Mark is a graduate of the University of British Columbia (B.Comm.), McMaster University (MBA) and is a Chartered Financial Analyst charterholder.
Alan Chow, CFA, MBA, Associate Portfolio Manager
Alan joined FGP in 2003 and is responsible for Private Client portfolio management. Prior to joining the firm, he worked as a personal banker for CIBC. He is a graduate of the Schulich School of Business at York University (MBA), and is a Chartered Financial Analyst charterholder. Alan also holds the Certified Financial Planner designation.
Bessie Terzi, STI, Manager, Private Client Services
Bessie joined FGP in 2001 and is Manager of Private Client Services. Prior to joining the firm, she worked in the Private Client Wealth Management Operations Division at the Trust Company of Bank of Montreal as a Registered Products Specialist. She holds the Specialist Trust Institute designation though the Institute of Canadian Bankers Association.
FGP Sub-Advisory Client Team
Patrick C. Osler, BA, CIM, Manager – Sub-Advisory
Patrick joined FGP in 2003. Prior to joining the firm, he worked in the High Net Worth program at First Asset Management Inc. Patrick is a graduate of Bishop’s University - The Williams School of Business & Economics, a registered Associate Portfolio Manager and has passed Level I of the Chartered Financial Analyst program.
Andrea O. Zurba, BMath, Client Service
Andrea joined FGP in 2005. Prior to her current role, she was a Portfolio Administrator for the Sub-Advisory Program at FGP. Andrea is a graduate of The University of Waterloo where she studied Mathematics.
FGP Marketing
Sandra A. Mills, Marketing Manager
Sandra joined FGP in 2003. Prior to joining the firm, she worked at the BMO group of companies, in the Managed Assets Advisory Group at Nesbitt Burns, after several years in client service and sales. Sandra attained the FCSI designation in 1991, passed Level I of the Chartered Financial Analyst program and is completing a Marketing Management Certificate at Ryerson University.