Meet Our Team

Jeff provides leadership to Gluskin Sheff underscored by his vast investment industry experience and commitment to client value. He is also Chair of its Investment Committee.

Jeff is a director of the Perimeter Institute.

Prior to joining Gluskin Sheff, Jeff was a Managing Partner with Gryphon Investment Counsel where he was involved in the management of C$2.6 billion of pension and endowment assets. He has also held several senior investment industry positions both in Canada and London, including Co-Head of Global Fixed Income at BMO Nesbitt Burns.

Jeff is a registered Portfolio Manager and holds a Bachelor of Arts degree in Economics from Western University.

Jim oversees all Gluskin Sheff client relationships and ensures the wealth management needs of its clients are met.

Jim is a member of the Finance Committee of the Centre for Addiction and Mental Health (CAMH) Foundation and has also served as a Director of the Scotiabank CONTACT Photography Festival.

Jim has over 20 years of experience in the financial markets. Prior to joining Gluskin Sheff, he spent 10 years at Credit Suisse Securities (Canada) as both the Director of the Canadian Equity Research team and an Equity Research Analyst. Previously, Jim held senior positions at both UBS Securities Canada and TD Bank Financial Group.

Jim is a Chartered Professional Accountant (CPA, CA), a registered Portfolio Manager and holds a Bachelor of Arts degree in Commerce from the University of Toronto.

Peter oversees the Investment Management team and also acts as a Portfolio Manager, with a focus on the firm’s fixed income and credit alternative strategies.

Peter is a member of the Board of Trustees of the Jewish Foundation of Greater Toronto and is former Chair of the Jewish Foundation Investment Committee.

Peter has over 25 years of experience in fixed income, high yield and investment grade credit trading as well as global equities. Peter joined Gluskin Sheff when it acquired Blair Franklin Asset Management, where he was the Managing Director & Chief Investment Officer. Previously, he was involved in the management of a diverse range of investment funds at Altamira Management Limited (later Natcan Investment Management). He has also held senior positions with Scotia Capital Markets.

Peter is a Chartered Financial Analyst (CFA), a registered Portfolio Manager and holds a Bachelor of Business Administration degree in Finance from the University of Texas at Austin.

Amy leads Gluskin Sheff’s regulatory and compliance procedures. She is also a member of the firm’s operations committee.

Prior to joining Gluskin Sheff, she was a Regulatory Risk Consultant for Macquarie Financial as well as a Continuing Education Instructor at Ryerson University. Previously, she was the Senior Vice-President and Chief Financial Officer for AGF Trust Company.

Amy is a Chartered Professional Accountant (CPA, CA) and a Chartered Financial Analyst (CFA). She holds a Bachelor of Commerce degree (with High Distinction) from the University of Toronto and earned the Gold Medal from St. Michael's College; awarded to the student with the highest graduating GPA in the Commerce program.

As a senior member of Gluskin Sheff’s Client Wealth Management team, Claire focuses on client relationship management, portfolio & risk management and business development for private and institutional clients.

Prior to joining Gluskin Sheff, she was an Institutional Portfolio Manager at Phillips Hager & North specializing in multi-asset mandates with a focus on equities for endowments, foundations and pension funds. Previously, she spent 14 years in capital markets in both Toronto and New York at Morgan Stanley and Scotia Capital advising on hedge funds and mutual funds.

Claire is a Chartered Financial Analyst (CFA) and a registered Portfolio Manager. She holds an MBA from the Schulich School of Business at York University and a Bachelor of Arts degree in Economics from the University of Western Ontario.

As a senior member of Gluskin Sheff’s Client Wealth Management team, Evan focuses on client relationship management, portfolio & risk management and business development for private and institutional clients.

Evan formerly served as a member of the Toronto East General Hospital “Laughter is the Best Medicine II” Gala Committee and was previously vice chair of the CFA Society Toronto Equity Committee.

Prior to joining Gluskin Sheff, Evan worked at Wellington West Capital as an Associate Portfolio Manager. Previously, he was an Investment Analyst at SEI Investments and a Derivatives Analyst at State Street Bank and Trust Company.

Evan is a Chartered Financial Analyst (CFA), a registered Portfolio Manager and holds a Bachelor of Administrative and Commercial Studies degree from Western University.

As one of the most senior Managing Directors in Gluskin Sheff’s Client Wealth Management team, Bruce is entrusted with managing the portfolios of a large subset of our client base, primarily servicing the Greater Toronto Area. Bruce also oversees many of his senior colleagues in the team and provides leadership for the firm’s marketing and brand strategy.

Bruce has over 20 years of experience in the financial markets. Prior to joining Gluskin Sheff, he was Chief Executive Officer of Macquarie Private Wealth and one of its predecessor firms, Blackmont Capital. Previously, he held senior positions at Dundee Securities, CIBC Wood Gundy and Merrill Lynch Canada.

Bruce is a Chartered Financial Analyst (CFA), a registered Portfolio Manager and holds a Bachelor of Commerce degree (Honours) from Queen’s University.

As one of the senior members of Gluskin Sheff’s Client Wealth Management team, Bruce is entrusted with managing the portfolios of a large subset of our client base, primarily servicing the Greater Toronto Area and Montreal. He also provides leadership on the firm’s charitable efforts.

Bruce serves as Chair of the Investment and Endowment Board, member of the World Executive Advisory Board and member of the Board of Trustees of Keren Hayesod at the United Israel Appeal. He is Trustee of the Jewish Agency for Israel and Immediate Past Chair of the UJA Federation of Greater Toronto.

Bruce has over 20 years of experience in financial markets. Prior to joining Gluskin Sheff, he was a Vice-President and Director at Toronto Dominion Asset Management.

Bruce is a Chartered Financial Analyst (CFA), a Fellow Chartered Professional Accountant (FCPA, FCA) and a registered Portfolio Manager. He holds an MBA from Stanford University, a Graduate Diploma in Public Accountancy and a Bachelor of Commerce degree (with Great Distinction) from McGill University.

As one of the senior members of Gluskin Sheff’s Client Wealth Management team, Adam advises high net worth and institutional investors on asset allocation and portfolio strategy. He is responsible for the firm’s client relationships in British Columbia and Manitoba, as well as the Greater Toronto Area. Adam is a member of Gluskin Sheff’s Operations Committee and involved with several technology initiatives underway at the firm.

Adam has 14 years of experience in financial markets. Prior to joining Gluskin Sheff, Adam was an investment banker with Avington Financial in London. Previously he was with BMO Nesbitt Burns in Toronto.

Adam is a Chartered Investment Manager (CIM®), a registered Portfolio Manager and holds a Honours Business Administration degree (with Distinction) from the Richard Ivey Business School at Western University.

Jeremy focuses on client relationship management, portfolio & risk management and business development for private and institutional clients.

Prior to joining Gluskin Sheff, Jeremy was an Analyst at CI Financial. Previously, he was part of the Client and Advisor Services group at CI Investments.

Jeremy is a Chartered Financial Analyst (CFA), a Registered Portfolio Manager and holds a Bachelor of Commerce degree in Finance from McGill University.

Derrick focuses on client relationships, portfolio & risk management and business development for private and institutional clients.

Derrick serves as a member of the Finance Committee at The York School.

Prior to joining Gluskin Sheff, Derrick worked in the private equity space at Greybrook Realty and Imperial Capital in Toronto. Previously, he provided financial advisory services to corporate and private clients at RSM Richter (since acquired by Ernst & Young).

Derrick is a Chartered Professional Accountant (CPA, CA), Chartered Business Valuator (CBV) and is currently pursuing his Chartered Investment Manager (CIM®) designation. He holds an Honours Bachelor of Business Administration degree from the Schulich School of Business at York University and completed the Exempt Market Proficiency (EMP) Course.

Emily focuses on client relationship management, portfolio & risk management and business development for private and institutional clients. In addition, she leads the Gluskin Sheff’s Women’s Events Series and spearheads the NEXGEN events series. She has also been actively involved with the firm’s marketing strategy.

Emily serves as a member of the board at Best Buddies and is a member of the Art Toronto Committee.

Prior to joining Gluskin Sheff, Emily held Investment Banking and Wealth Management positions at J.P. Morgan in London and New York, respectively. Previously, she was part of Morgan Stanley's Risk Management team in New York. Before her financial services career, Emily served in the Israeli Defense Forces’ General Chief of Staff Bureau and subsequently held the position of Senior Procurement Officer for the Israeli Defense Ministry’s Delegation to the USA in New York.

Emily is a Chartered Investment Manager (CIM®) and a registered Portfolio Manager. She holds an MBA from the Stern School of Business at New York University and an Honours Business Administration degree (with Highest Distinction) from the Zicklin School of Business at Baruch College.

Julia focuses on client relationship management, portfolio & risk management and offering wealth planning services to individuals and their families.

Julia has over 13 years of experience in building relationships with clients and their professional advisors, providing investment, wealth management and financial planning solutions. Prior to joining Gluskin Sheff, she worked with an established team at RBC Dominion Securities as a Senior Associate Wealth and Investment Advisor.

Julia is a Certified Financial Planner (CFP®), a Chartered Investment Manager (CIM®) and completed level I of the Chartered Financial Analyst (CFA) Exam. She holds a PhD and B.A. in Economics and a BSc in Computer Science from Kharkiv National University.

David focuses on client relationship management, portfolio & risk management and business development for private and institutional clients.

David serves as a committee member of St. Michael’s Young Leaders and an executive member of Royal St. George’s College Alumni Association.

Prior to joining Gluskin Sheff, David worked with Institutional clients and Family Offices at Phillips, Hager & North Investment Management as an Analyst.

David is a registered Associate Portfolio Manager, completed level I of the Chartered Financial Analyst (CFA) Exam and holds a Bachelor of Business Administration degree from Bishop’s University.

Ori focuses on client relationship management, portfolio & risk management and business development for private and institutional clients. He also oversees the firm’s wealth planning efforts.

Ori serves on the board of the Jewish Addiction Community Services (JACS) Toronto, is a committee member of the Barrie 2 Baycrest Annual Charity Bike Ride and a steering committee member of the Northwind Professional Institute High Net Worth Forum. He is also a former board member of the Canada Mathare Education Trust.

Prior to joining Gluskin Sheff, Ori worked at Goodmans LLP as an Associate with the Corporate and Commercial Law practice group.

Ori was called to the Bar of Ontario (2008), is a Chartered Financial Analyst (CFA), a Trust and Estate Practitioner (TEP) and a registered Portfolio Manager. He holds an Honours Business Administration degree (with Distinction) from the Richard Ivey Business School and a Bachelor of Laws degree (Silver Medalist) from Western University.

Jonathan focuses on client relationship management, portfolio & risk management and business development for private and institutional clients. He oversees our Calgary relationships.

Jonathan serves as a member of the Toronto Hebrew Memorial Parks Investment Committee and Treasurer of the Pancreatic Cancer Canada Foundation.

Prior to joining Gluskin Sheff, Jonathan held various positions at Deloitte & Touche Corporate Finance Canada Inc. and Deloitte & Touche LLP.

Jonathan is a Chartered Professional Accountant (CPA, CA), a Chartered Investment Manager (CIM®) and a registered Portfolio Manager. He holds an Honours Business Administration degree (with Distinction) from the Richard Ivey Business School of Western University.

As the Head of Gluskin Sheff’s Wealth Planning team, Tiffany works collaboratively with key members of the firm to develop, manage and deliver a comprehensive wealth planning offering for clients.

Tiffany serves as Director & Co-Treasurer of Elder Abuse Prevention Ontario and an executive committee member for the Estate Planning Council of Toronto. Under the Canadian Securities Institute, Tiffany serves as a member of the FCSI® Advisory Council, Financial Health for Seniors Advisory Council, a Subject Matter Expert and Past Chair and member of the PFP® Advisory Council. She is also a member The Society of Trust and Estate Practitioners (STEP) Canada and an executive committee member of Women Get on Board.

Tiffany brings 20 years of experience in the financial services industry building relationships and advising individuals and their families on financial management, retirement planning, risk management, tax minimization, estate planning and charitable giving.

Prior to joining Gluskin Sheff, Tiffany spent 14 years with RBC in a variety of roles dedicated to wealth planning, including nine years leading financial planning for an established team at RBC Dominion Securities.

Tiffany is a Certified Financial Planner (CFP®), Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU®) and a Certified Divorce Financial Analyst (CDFA™). She is also a Certified International Wealth Manager (CIWM™), Fellow of the Canadian Securities Institute (FCSI®) and completed the onBoard Board Governance Program. Tiffany holds a Business Management certificate from Ryerson University and a Financial Planning certificate from George Brown College.

Brian assists high net worth and ultra high net worth individuals and their families in the areas of retirement, tax, insurance and estate planning. Brian works closely with client’s professional advisors to identify priority issues and develop solutions together to meet client’s objectives and address their overall wealth planning needs.

Brian serves as a member of the Financial Planning Standards Council (FPSC®), the Advocis Toronto Chapter and The Society of Trust and Estate Practitioners. He is also an Associate member of the Conference for Advanced Life Underwriting (CALU).

Prior to joining Gluskin Sheff, Brian worked as a Senior Financial Planner at Richardson GMP and as a Senior Consultant at GBL Inc. He has been published on advisor.ca and Advisor’s Edge magazine, appeared in the Globe and Mail, Morningstar.ca, and co-authored a chapter in Advisors Seeking Knowledge published by LexisNexis.

Brian is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Trust and Estate Practitioner (TEP). He holds a Bachelor of Arts degree in Political Science from York University.

Mark provides planning expertise to business owners, high net worth and ultra high net worth individuals and their families in the areas of tax, business succession, retirement and estate planning. Mark works closely with client’s professional advisors to identify priority issues, develop solutions and implement strategies to build and maintain wealth.

Prior to joining Gluskin Sheff, Mark worked as a Financial Planning Specialist at RBC Wealth Management where he prepared comprehensive financial plans for business owners, high net worth individuals and their families to devise effective planning strategies in the areas of income tax, estate, succession and risk management. Previously, he was a dedicated tax professional in private practice, assisting clients in the sale of their businesses, tax-efficient shareholder compensation, corporate reorganizations and post-mortem planning. Mark has also been an instructor for the In-Depth Tax Course administered by Chartered Professional Accountants Canada.

Mark is a Chartered Professional Accountant (CPA, CA), a Certified Financial Planner (CFP®) and has completed levels I and II of the CPA Canada In-Depth Tax Course. He holds a Master of Accounting and a Bachelor of Mathematics degrees from the University of Waterloo.

Camille focuses on estate, trust, tax, business succession and philanthropy planning for Gluskin Sheff’s high net worth and ultra high net worth clients.

Prior to joining Gluskin Sheff, Camille was with CI Investments where she worked closely with high net worth and ultra high net worth families, their advisors and their professionals on holistic and integrated wealth planning. Previously, Camille was a lawyer in private practice working in the Tax, Wealth Management, Investment Management and Charities & Not-For-Profit groups in the Toronto office of the law firm Borden Ladner Gervais LLP.

Camille is currently competing her LL.M. (U.S. Taxation) at the New York University School of Law. She holds an LL.B. from the University of Ottawa Faculty of Law, a J.D. (U.S.) from the Michigan State University College of Law and a Honours B.A. degree in Political Science and Criminology from the University of Toronto.

Mark helps explore succession, tax, retirement and estate planning issues for Gluskin Sheff’s business owner and high net worth clients.

Mark serves as a member of the Gift Planning Advisory Committee for Queen’s University. He previously served as Board Chair of Evaluators for CPA Ontario, was the Vice President and Treasurer for the Boys and Girls Clubs of Ontario and an Ontario representative for the International Qualifications Appraisal Board of CPA Canada.

Prior to joining Gluskin Sheff, Mark spent the first fourteen years of his career in the High Net Worth, Private Company Services group at PwC LLP where he was responsible for the creation and implementation of effective tax strategies for wealth preservation and accumulation in the context of tax, estate and succession planning for owner-managers of private companies, senior executives of public companies and professional athletes. Previously, he worked at RBC Wealth Management Services where he served as a Business Owner Specialist and High Net Worth Specialist; and continued serving as a trusted business advisor to clients and providing tax, estate and succession planning advice.

Mark is a Chartered Professional Accountant (CPA, CA), a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU®) and a Trust and Estate Practitioner (TEP). He completed the CPA Canada In-Depth Tax Course (Levels I, II & III), Advanced Tax Issues for the Owner-Managed Business Course and the Corporate Reorganizations Course. Mark holds an Honours Bachelor of Commerce degree from Queen’s University and an Advance Certificate in Family Business Advising from the Society of Trust and Estate Practitioners.

As one of the senior members of Gluskin Sheff’s Investment Management team, George is responsible for monitoring risk at the fund and client portfolio level.

George serves as Chair of the Board at Team Rubicon Canada and is a Board Member of True Patriot Love Foundation.

Prior to joining Gluskin Sheff, George worked at Goldman Sachs in London, England as an Executive Director in the Interest Rate Products group, managing rate and volatility risk across the various European interest rate curves. He also worked in the energy industry, structuring electricity and gas derivative transactions for the North American markets. Previously, he was a consultant with McKinsey & Company.

George is a registered Portfolio Manager and Commodity Trading Manager. He holds an MBA from Stanford University (Arjay Miller Scholar and Alexander A. Robichek Award recipient) and a Bachelor of Arts in Astrophysics from Harvard University (Summa Cum Laude).

As one of the senior members of Gluskin Sheff’s Investment Management team, Mark leads the firm’s international equity strategies. Mark has over 25 years of experience in the financial markets.

Mark serves as Co-Chair of Venture Sinai at the Mount Sinai Hospital Foundation.

Prior to joining Gluskin Sheff, he worked at Mackenzie Investments where he was a Senior Vice-President of Investments, head of the Mackenzie Growth Team and lead manager of the Mackenzie Global Growth Fund and Mackenzie International Growth Fund. Previously, he was Vice President of International Equities and Head of the Global Equity Team at Altamira.

Mark is a Chartered Financial Analyst (CFA), a registered Portfolio Manager and a licensed Professional Engineer. He holds an MBA in Finance from the Schulich School of Business at York University and a Bachelor of Applied Science degree in Electrical Engineering from the University of Toronto.

As one of the senior members of Gluskin Sheff’s Investment Management team, Alkarim leads Gluskin Sheff’s Canadian equity strategies and is the lead manager of the Premium Income and Dividend Distribution portfolios.

Alkarim has over 20 years of experience in the financial markets. Prior to joining Gluskin Sheff, he worked at BMO Global Asset Management as the lead portfolio manager for the BMO Private Canadian Income Equity Portfolio and manager of the BMO Canadian Alpha Plus Fund. He also served on the BMO Global Asset Management Asset Allocation Committee. He began his career at Manulife Financial in their actuarial rotation program where he worked in Reinsurance, U.S. Individual and Asset Liability Management.

Alkarim is a Chartered Financial Analyst (CFA), an Associate of the Society of Actuaries (ASA) and a registered Portfolio Manager. He holds an Honours Bachelor of Science degree in Actuarial Science from the University of Western Ontario.

As one of the senior members of Gluskin Sheff’s Investment Management team, Shelagh focuses on fixed income and investment-grade credit analysis. She also oversees Gluskin Sheff’s Credit Research team.

Shelagh serves on the Board of The Giles School, is an active member on The Ticker Club and Former Chair of Fixed Income Committee at the Toronto CFA Society.

Shelagh has over 20 years of experience in the financial markets. She joined Gluskin Sheff when it acquired Blair Franklin Asset Management, where she was a Director. Prior to that, Shelagh worked at MFC Global Investment Management, a Manulife Financial Company, first as a Credit Analyst covering various North American and European industries and credits and later as Portfolio Manager on the Canadian Total Rate of Return desk. Previously, she worked at Bank of Montreal, where she focused on investment grade and high yield credit assets.

Shelagh is a Chartered Financial Analyst (CFA) and a registered Portfolio Manager. She holds a Master of Arts degree in Economics from Queen’s University and a Bachelor of Arts degree in Economics & Political Science from Glendon College at York University.

Robert focuses on U.S. equities and the Global Special Situations strategy.

Robert has over ten years of experience in the financial industry, which includes private equity and investment banking. Prior to joining Gluskin Sheff, he worked at Waratah Capital as an Investment Analyst for four years. Previously, he worked at Penfund, a Toronto-based private equity firm. He started his career in the Investment Banking division of Scotia Global Banking & Capital Markets.

Robert is a Chartered Investment Manager (CIM®), a registered Portfolio Manager and holds a Master’s degree in Business Administration from Columbia Business School.

Kate focuses on equity trading.

Prior to joining Gluskin Sheff, Kate was Head Trader at Sprott Asset Management. Previously, she was a Vice President at Jennings Capital, where she traded Canadian equities for institutional clients.

Kate is a Chartered Investment Manager (CIM®), a registered Portfolio Manager and holds a Bachelor of Arts degree in Law from Carleton University.

Nikou focuses on fixed income and credit alternative strategies. She undertakes credit analysis of various corporate investment opportunities and contributes to portfolio management recommendations.

Nikou joined Gluskin Sheff when it acquired Blair Franklin Asset Management, where she was a Vice-President. Prior to that, she worked at Sceptre Investment Counsel as an Analyst on its Fixed Income team and at CIBC World Markets in the securitization products area.

Nikou is a Chartered Financial Analyst (CFA), a registered Portfolio Manager and holds a Bachelor of Commerce degree in Finance from McGill University.

Leon focuses on fixed income and credit alternative strategies. He undertakes credit analysis of various corporate investment opportunities and contributes to portfolio management recommendations.

Prior to joining Gluskin Sheff, Leon worked at Kootenay Capital Management Corp. as a Co-Portfolio Manager. Previously, he held progressive roles at Macquarie Securities and Tristone Capital as a Research Analyst covering Canadian exploration and production companies.

Leon is a Chartered Financial Analyst (CFA) and a registered Portfolio Manager. He holds a Bachelor of Commerce degree in Finance from the University of Calgary and was a participant in the Calgary Portfolio Management Trust Program.

Alex focuses on fixed income and credit alternative strategies. He undertakes credit analysis of various corporate investment opportunities and contributes to portfolio management recommendations.

Prior to joining Gluskin Sheff, Alex was a Research Associate for a co-op term with Gluskin Sheff’s Investment Management team.

Alex is a Chartered Financial Analyst (CFA), a registered Portfolio Manager and holds an Honours Bachelor of Business Administration degree (with Distinction) from Wilfrid Laurier University.

Christopher conducts research and trading within fixed income and credit alternative strategies.

Christopher joined Gluskin Sheff when it acquired Blair Franklin Asset Management, where he was an Associate. He began his career as an Analyst with CIBC Capital Partners, the Merchant Banking Group of CIBC.

Christopher is a Chartered Financial Analyst (CFA), a registered Portfolio Manager and a registered Commodity Trading Manager. He holds an Honours Bachelor of Arts degree (with Distinction) in Economics and Financial Management from Wilfrid Laurier University.