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

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Portfolio Managers/Sub Advisors

Portfolio Managers/Sub Advisors

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Marquest Asset Management Inc.

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GERRY BROCKELSBY

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.

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Cassels Investment Management Inc.

Cassels Investment Management Inc. is an investment counsel/ portfolio manager founded in 2000 by Robert Cassels and Liis Palmer. The company manages discretionary accounts for high net worth individuals and institutions.

ROBERT CASSELS

President & Chief Investment Officer
Cassels Investment Management Inc.

Prior to forming Cassels Investment Management Inc., Mr. Cassels worked for TD Bank for 12 years. During the 7 years he spent as the head of equity investments for the bank, Mr. Cassels was the lead manager for several mutual funds and supervised the portfolio managers responsible for the internally managed equity mutual funds. Prior to that, he was a Managing Director of the Mergers and Acquisitions Group. Before joining the bank, Mr. Cassels held several executive positions with both public and private companies. He is Chairman of the Trinity College Board of Trustees and Chairman Emeritus of the Investment Committee. He is a former Director of Zenon Environmental and Kingsway Financial Services. He is a member of the Brookfield Capital Markets Committee. Mr. Cassels graduated with a Bachelor of Science degree (1975) from the University of Toronto and holds a Master of Business Administration degree from the University of Western Ontario (1977). Mr. Cassels earned his CFA designation in 1995.

LIIS PALMER

Vice President & Portfolio Manager
Cassels Investment Management Inc.

Liis is a lawyer with over 23 years of experience in the investment industry. Prior to co-founding Cassels Investment Management Inc. in 1999 Ms. Palmer was Vice President and Director in the Institutional Equity Group at TD Securities Inc. Her previous positions include institutional equity sales at Scotia McLeod and investment banking with UBS Warburg and Credit Suisse First Boston. Ms. Palmer received an LL.B from the University of Toronto Law School (1985) and an A.B. cum laude from Barnard College, Columbia University (1982).

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Lorica Investment Counsel Inc.

1269

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.

GARY MORRIS

President
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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SEAMARK Asset Management Ltd.

1270

SEAMARK Asset Management Ltd. has provided investment management services for over 30 years with a focus on preserving and enhancing clients’ assets over the long-term. Since its inception in 1982, experienced and accessible investment professionals have followed a team-based process that consistently applies clearly articulated investment principles to meet each client’s objectives.

ROBERT MCKIM

Chief Investment Officer
SEAMARK Asset Management Ltd.

Robert McKim earned his CFA designation in 1981 while employed with New Brunswick Telephone Company. He joined Elliott & Page Atlantic (later re-named SEAMARK Asset Management) in 1984, when the firm had $50 million in assets under management. Over a twenty year period, Bob was integral in honing a durable investment management style that led to clients enjoying above median returns in 80% of the annual periods during that time frame. Over that twenty year period, Bob participated in all aspects of the investment management process….research, trading, portfolio management, client service and business development. His executive responsibilities culminated in the Chief Investment Officer and CEO roles of SEAMARK, then a public company. SEAMARK’s assets under management exceeded $10.5 billion at the time of his departure from the firm in 2005.

Donald Wishart

President

Don began his career with the New Brunswick Telephone Company where he worked on the investment side of the company’s pension plan. Over the years Don held a number of management positions of increasing responsibility including the field of mergers and acquisitions, Comptroller and Treasurer of Bruncor, NBTel’s parent, and CEO of a leasing company where his credit adjudication skills were critical. Don attained the CMA and CFA designations in 1983 and 1986 respectively. He owned and operated companies in the equipment leasing and IT sectors before joining McKim and Loughery at SEAMARK in 2002. There, he held key positions as CFO, Chief Operating Officer and Chief Portfolio Manager. He spent several years as one of three members of the Executive Portfolio Management team and was lead portfolio manager for the firm’s Foreign and International pooled funds. Since his return to SEAMARK in April, he has been serving as COO, Executive VP and PM.

George V. Loughery

Chief Portfolio Manager

George was awarded the CFA designation in 1993. He worked in the Irving organization for 20 years, where he also earned his CGA. George joined SEAMARK in 1996 where he quickly demonstrated his unending penchant for knowledge of every aspect of a company’s business. His diligence in understanding companies culminated in his appointment as Head of Equities. As Chief Portfolio Manager, George holds the responsibility for identifying and determining the suitability of each company for the firm’s ‘masterlist’, on which the team relies to construct portfolios meeting clients’ objectives. George’s focus on individual companies is the backbone of the team’s bottom-up approach to portfolio construction.

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