Tom Czitron

Provides investment management services

Sceptre is a balanced and specialty fund manager that utilizes all the major asset classes as well as the critical asset mix decision to construct portfolios that provide clients with the best possible long-term investment performance commensurate with acceptable risk and a core-oriented approach. The firm incorporates a team-oriented approach to investing and uses a top-down process. In general, Sceptre invests in the stocks of Canadian small-cap and large-cap companies in the finance, energy minerals and non-energy minerals sectors.

Morrison Williams Investment Management (MWIM) manages a selection of high-yielding common shares, preferred stocks, income trusts and Royalty trusts that invest in leading Canadian industries.

Newport aims to protect and grow capital in a more stable fashion than retail investment portfolios. The firm constructs diversified portfolios that balance the risks and opportunities of clients' other assets, such as business interests, real estate holdings and other assets (such as art or collectibles). They manage a balanced portfolio that invests domestic equities, foreign equities, fixed-income, absolute return strategies, special situations, real assets, private equity and cash.

RBC GAM is an active, engaged and responsible investor that manages Canadian, US and global equity, fixed-income and balanced portfolios. Their investment approach relies on a variety of fundamental and quantitative research and technical analysis. The firm invests across a variety of sectors. Their fixed-income strategies focus on investments in government securities, investment grade bonds and high yield corporate bonds. In addition, they offer a debt strategy for emerging markets in Latin America, Eastern Europe, Asia and the Middle East, as well as investment strategies based on the use of futures, forwards and options.