I am an accredited or eligible investor as defined in National Instrument 45-106.


Portfolio Managers/Sub Advisors

Portfolio Managers/Sub Advisors


Marquest Asset Management Inc.



Chief Investment Officer

Gerry L. Brockelsby is the Founder of Marquest Asset Management Inc. Mr. Brockelsby began his career over 38 years ago at Canada Permanent Trust managing family trust funds. Between 1977 and 1980, Mr. Brockelsby managed pension funds at Canada Trust following which he joined INCO Limited as Chief Investment Officer of their pension plan. In 1989, Mr. Brockelsby founded Marquest Asset Management which provides investment management services to institutional and individual clients. He has developed a reputation as a great communicator and has been sought out by leading business journals for his advice and insights on investment. He has been featured in the National Post and The Globe and Mail. In addition, he regularly appears on Business News Network. Mr. Brockelsby has a BA in Business Administration and is a Chartered Financial Analyst.


Lorica Investment Counsel Inc.


Lorica Investment Counsel Inc. is an investment counsellor, committed to providing an entire investment service including management, administration, communication and compliance. Lorica’s investment team and process is characterized by stability, security and consistency and an ongoing commitment to delivering superior results.


Lorica Investment Counsel, Inc.

Gary is the president and founder of Lorica which was launched in the fall of 2010. He is responsible for the overall direction of the firm and together with Thomas Gomes manages fixed income investments for Lorica’s clients. Gary has been part of Canada’s fixed income community for 25 years and has an 18-year track record as a lead bond manager. He began his investment career with McLeod Young Weir, after which he joined the predecessor to Laketon Investment Management Ltd. At Laketon Gary was a partner and Director of Fixed Income responsible for the management of mainly institutional portfolios representing close to $4 Billion in assets. Gary graduated with a Bachelor of Applied Science (EngSci.) from the Faculty of Engineering at the University of Toronto in 1986 and an MBA from the Schulich School of Business in 1989. He earned the CFA designation in 1992.

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