Marketing, Client Service & Communications
Louis Martel  
Louis R. Martel, CFA, FSA, FCIA, Managing Director & Chief Client Strategist
Responsibilities:Business & product development, client service
Career began:1982
At Greystone:2006
Previous experience:SVP, AON Consulting; Consultant/Practice leader, Aon Consulting; Consultant, Watson Wyatt; Pension analyst & consultant WM Mercer Ltd; Pension Analyst, CP Rail; Actuarial, AETNA Cda
Education:Chartered Financial Analyst; Fellow of the Cdn Institute of Actuaries, Fellow of the Society of Actuaries; BS.Sc., Laval University
     
BUSINESS DEVELOPMENT
 
Michael Gillis  Michael R. Gillis, Senior Vice-President, Business Development
Responsibilities:Business development and client service
Career began:1987
At Greystone:2006
Previous experience: Vice-President Institutional Marketing, Seamark Asset Management; Director, Business Development, National Trust; Senior Account Executive, Royal Trust
Education:B. Ed., Mount Saint Vincent University; B.BA St Francis Xavier University
     
Sean Collins  Sean Collins, CFA, Vice-President, Business Development
Responsibilities:Business development and client service
Career began:1993
At Greystone:2009
Previous experience:Investment Solutions Executive, Sun Life Financial Group Retirement Services; Consultant/investment analyst, nationally known consulting firm
Education:B. Com., Ryerson University; CFA
     
CLIENT SERVICE
 
Heather Horner  Heather J. Horner, Senior Vice-President, Client Service
Responsibilities:Institutional marketing and client service
Career began:1977
At Greystone:2003
Previous experience:
Vice-President, Marketing & Client Servicing, Montrusco Bolton Investments; Manager, Research Department, Loewen, Ondaatje, McCutcheon
Education:B.A., University of Western Ontario
     
Loren Gee  Loren Gee, MBA, CFA, Vice-President, Client Service
  Responsibilities:Business development and client service, third-party relationships
  Career began:1996
  At Greystone:2002
  Previous experience: Fidelity Funds; BMO Nesbitt-Burns
  Education:Chartered Financial Analyst; MBA Admin & Finance, University of Memphis; B.A. Economics, University of Saskatchewan
     
Frank Greco  Frank R. Greco, Vice-President, Client Service 
Responsibilities: Institutional marketing and client service 
Career began: 1998
At Greystone:2008
Previous experience: Senior Investment Consultant and Practice Leader, Segal Advisors; Senior Manager, Investment Research, RBC Global Services; Senior International Analyst SEI Investments
Education: B. Admin, B.A. (Economics) York University, Toronto
     
Liz Marr  Elizabeth A. Marr, CFA, Vice-President, Client Service
Responsibilities:Institutional marketing and client service
Career began:1979
At Greystone:1997 (incl. Mentor Capital prior to 1999 acquisition by Greystone)
Previous experience:
Vice-President, Marketing, Mentor Capital; Assistant Vice-President, Investments, Great-West Life
Education:Chartered Financial Analyst; B.Comm. (Hon.), University of Manitoba
     

  Betty-Jane Thomas, CFA, Vice-President, Client Service
Responsibilities:Institutional marketing and client service
Career began:1978
At Greystone:1997
Previous experience:
Risk Manager, SaskEnergy; Investments Manager, City of Regina; Account Executive, Richardson Greenshields.
Education:Chartered Financial Analyst; B.Comm., University of Saskatchewan
     
COMMUNICATIONS  
     
Paul Hartman  Paul G. Hartman, Senior Vice-President, Communications 
  Responsibilities: Communications and marketing support 
  Career began: 1976 
  At Greystone: 1996 
  Previous experience:  Vice-President, Pioneer Life Assurance Company, Director, Saskatchewan Property Management Corp., Manager, Saskatchewan Government Insurance 
  Education: M.A. (School of Business), B.A. (Economics), University of Wisconsin at Madison