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FGP Professionals
James R. Martin, CFA, MBA, Chief Investment Officer Jim joined FGP in 1989. He oversees the FGP Investment Committee and works with FGP’s Executive Committee 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. James W. Houston, CFA, CMA, President Jim joined FGP in 2003. As President, he leads the client service divisions of FGP and is a member of the FGP Executive and Investment Committees. He is a registered Portfolio Manager and has extensive experience servicing corporate clients, previously at Perigee, and most recently as Sr. V.P. of FGP Corporate Client Services. Jim is a graduate of the University of Western Ontario, is a Certified Management Accountant and a Chartered Financial Analyst charterholder. John C. Berry, CFA, MBA, Sr. Vice President Canadian Equities & Portfolio Manager John joined FGP in 1998. He is the Canadian Equity and Small Cap Canadian Equity Portfolio Manager. In addition he is a member of the FGP Executive and Investment Committees. 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, Chief Operating Officer & Chief Compliance Officer Mark joined FGP in 2000. He has overall responsibility for Finance, Compliance, Trading and Operations for the firm and is a member of the FGP Executive Committee. Prior to joining FGP he had in excess of sixteen years of senior operational experience with The Trust Company of Bank of Montreal and National Trust Company. Mark is a graduate of McMaster University. Stephen P. Copeland, CFA, CFP, Sr. Vice President Investments & Private Client Services Steve joined FGP in 1997. He is a registered Portfolio Manager, responsible for Private Client Services, a strategist on the fixed income team and a member of the FGP Investment Committee. 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. Robert J. Head, BA, Sr. Vice President Fixed Income Investments & Portfolio Manager Rob joined FGP in 1998. He is the firm’s Fixed Income Portfolio Manager and a member of the FGP Investment Committee. 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). Andrew D. Fernow, CFA, MBA, Senior Vice President Foreign Equities & Portfolio Manager Andrew joined FGP in 2007. He is the firm’s Foreign Equity Portfolio Manager and a member of the FGP Investment Committee. 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. Bryan W. Pilsworth, CFA, MBA, Vice President & Portfolio Manager, Canadian Equities 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 Portfolio Manager and a Chartered Financial Analyst charterholder. Robert G. Gill, M.Litt, HBA, Associate Portfolio Manager – U.S. Equities & 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, is a registered Associate Portfolio Manager and has passed Level I of the Chartered Financial Analyst program. 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. Tom C. Duncanson, CFA, Senior Research Analyst Tom joined FGP in 2004 and covers forest products, metals and gold industry groups. In addition he is responsible for small cap equity research. He is a graduate of the University of Western Ontario (B.A. Hons), 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. Zubaida Mirza, CFA, MBA, Senior Research Analyst Zubaida joined FGP in 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. Brandon Tu, MAcc, CA, CPA, Research Analyst Brandon joined FGP in 2008 and is responsible for small cap and fixed income 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 is also a Level III candidate in the Chartered Financial Analyst program.
Colin Pearson, BA, Research Analyst Colin joined FGP in 2006 and provides research for FGP’s foreign equity portfolios. He is a graduate of the University of Western Ontario (B.A. Hons Economics), and has passed level III of the Chartered Financial Analyst program. FGP Client Service Professionals David A. Adkins, CFA, Senior 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. 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. Patrick C. Osler, BA, CIM, Vice President 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 is a Level III candidate in the Chartered Financial Analyst program. 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. He was Vice-President of Investment Services for T.E. Financial Consultants 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, CFP 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. Michael I. Ciafardoni, BBA, Client Service and Marketing
Michael joined FGP in 2005. Prior to his current role, he was a Portfolio Manager Assistant with the Private Client Investment Team and a Portfolio Administrator for the Sub-Advisory Program at FGP. Michael is a graduate of The Schulich School of Business at York University where he specialized in Finance. Lucy M. Lima, Client Service Lucy 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.
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.
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