Client Strategy
Louis R. Martel, CFA, FCIA, FSA, ICD.D, Managing Director & Chief Client Strategist
| Responsibilities: | Business development and client service |
| Career began: | 1982 |
| At Greystone: | 2006 |
| Previous experience: | Senior Vice President, AON Consulting; Consultant/Practice Leader, AON Consulting; Consultant, Watson Wyatt; Pension Analyst & Consultant WM Mercer Ltd; Pension Analyst, CP Rail; Actuarial staff, AETNA Canada |
| Education: | B.Sc., Laval University; Chartered Financial Analyst; Fellow of the Canadian Institute of Actuaries; Fellow of the Society of Actuaries; Institute of Corporate Directors Course |
Zaheed Jiwani, CFA, Senior Vice-President, Client Strategy
| Responsibilities: | Thought leadership, business development and client service |
| Career began: | 1997 |
| At Greystone: | 2011 |
| Previous experience: | Principal, Head of Canadian Defined Contribution Investment Consulting Group, Aon Hewitt; Manager, Investment Research & Analyst, Manulife Financial; Analyst, William M. Mercer |
| Education: | B.Sc., University of Toronto; Chartered Financial Analyst |
Lisa Moen, CFA, Vice-President, Marketing Strategy Research & Product Development
| Responsibilities: | Business & product development and client service; member, Asset Strategy Team |
| Career began: | 1992 |
| At Greystone: | 2010 |
| Previous experience: | Director of Investments, Saskatchewan Healthcare Employees' Pension Plan; Senior Investment Analyst, City of Regina; Corporate Finance Analyst, Sherwood Credit Union |
| Education: | B.Admin., B.A., University of Regina; Chartered Financial Analyst |
Jafer Naqvi, CFA, Director, Client Strategy
| Responsibilities: | Thought leadership, business development and client service |
| Career began: | 2004 |
| At Greystone: | 2012 |
| Previous experience: | Vice President, Product Specialist, PIMCO; Product Specialist and Consultant Relations, PIMCO; Senior Associate, PIMCO; Manager Research Consultant, Aon Hewitt; Investment Analyst, Aon Hewitt |
| Education: | B.B.A. (Hons.), Wilfrid Laurier University; Chartered Financial Analyst |
Business Development
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.B.A. Saint Francis Xavier University |
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, Hewitt/James P Marshall |
| Education: | B.Comm., Ryerson University; Chartered Financial Analyst |
Jay Wiltshire, CFA, Vice-President, Business Development
| Responsibilities: | Business development and client service |
| Career began: | 1987 |
| At Greystone: | 2012 |
| Previous experience: | Vice-President, Business Development, State Street Global Advisors; Vice-President and Relationship Manager, Capital Guardian Trust Company; Vice-President, Institutional Investment Services, Franklin Templeton Institutional |
| Education: | B.Comm., University of Toronto; Chartered Financial Analyst |
John Fettes, Analyst, Business Development
| Responsibilities: | Business development and client service |
| Career began: | 2011 |
| At Greystone: | 2011 |
| Previous experience: | Communications (Co-op Term), Greystone; Sales Representative, MBNA Mastercard |
| Education: | B.Admin (Finance), University of Regina |
Client Service
Rod Balkwill, CFA, CMA, Senior Vice-President, Client Service
| Responsibilities: | Institutional marketing and client service |
| Career began: | 1986 |
| At Greystone: | 2004 |
| Previous experience: | Vice-President, Canadian Equity, Greystone Managed Investments Inc.;Vice-President Fixed Income, Co-operators Investment Counselling Limited |
| Education: | B.Admin., University of Regina; Certified Management Accountant; Chartered Financial Analyst |
Heather J. Horner, Vice-Chair
| 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, MBA, CFA, Vice-President, Client Service
| Responsibilities: | Institutional marketing and client service; third-party relationships |
| Career began: | 1996 |
| At Greystone: | 2002 |
| Previous experience: | Fidelity Funds; BMO Nesbitt-Burns |
| Education: | B.A., Economics, University of Saskatchewan; MBA (Admin. and Finance), University of Memphis; Chartered Financial Analyst |
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 |
Elizabeth A. Marr, CFA, Vice-President, Client Service
| Responsibilities: | Institutional marketing and client service |
| Career began: | 1979 |
| At Greystone: | 1997 (Mentor Capital prior to 1999 acquisition by Greystone) |
| Previous experience: | Vice-President, Marketing, Mentor Capital; Assistant Vice-President, Investments, Great-West Life |
| Education: | B.Comm. (Hons.), University of Manitoba; Chartered Financial Analyst |
Mary Robinson, CFA, ASA, ACIA, Vice-President, Client Service
| Responsibilities: | Institutional marketing and client service |
| Career began: | 1988 |
| At Greystone: | 2011 |
| Previous experience: | Associate, Foster Higgins & Co.; Manager, Pension Services Group, Price Waterhouse; Director, Investment Strategy/Policy, Russell Investments Canada Limited |
| Education: | Bachelor of Mathematics (Actuarial Science, Minor in Economics), University of Waterloo; Associate of the Society of Actuaries; Chartered Financial Analyst; Associate of the Canadian Institute of Actuaries |
Chris Chernecki, CFA, Director, Client Service
| Responsibilities: | Institutional marketing and client service |
| Career began: | 1998 |
| At Greystone: | 2010 |
| Previous experience: | Manager, Business Performance Management; Account Manager, GE Capital Solutions; Account Manager, BDC; Financial Services Manager, The Bank of Montreal |
| Education: | B.Comm., University of Manitoba; Canadian Securities Course, Canadian Securities Institute; Professional Financial Planning Course, Canadian Securities Institute; Chartered Financial Analyst |
Communications
Anne Bilczuk, Senior Vice-President, Marketing & Communications
| Responsibilities: | Client communications, planning and marketing support |
| Career began: | 1985 |
| At Greystone: | 2012 |
| Previous experience: | Director, Marketing & Communications, Manulife Securities; Marketing Director, Divisional Marketing Services, Manulife Financial; Marketing Director, Investment Funds, Manulife Financial |
| Education: | B.Comm. (Hons.), Laurentian University; Certified General Accountant |
Lisa Nagy, Manager, Communications
| Responsibilities: | Client communications and marketing support |
| Career began: | 1993 |
| At Greystone: | 1999 |
| Previous experience: | Marketing Coordinator, The Financial Planning Group |
| Education: | Diploma (Marketing), SIAST |