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Partner and Managing Director, Retail Sales
Dean is a senior partner and Managing Director with responsibility for the firm’s retail sales strategy. He is an investment industry veteran with over 20 years’ experience—and is among a select few senior executives that have held influential positions within asset management and the brokerage industry. As a result, Dean has a unique advantage in creating and delivering asset management solutions specifically tailored to the retail brokerage industry. Dean holds a Bachelor of Arts degree in Economics from the University of British Columbia and the Chartered Financial Analyst® designation.
Partner and Managing Director, Institutional Business
Taras has industry experience since 1999, and has held senior institutional positions at some of Canada’s most prominent asset management firms. As Managing Director of Institutional Business, Taras is responsible for serving our
institutional clients with distinction while growing our institutional presence on a global scale. Taras graduated from the University of Toronto with a Bachelor of Economics degree and holds a Masters of Business Administration from the University of Edinburgh.
“You learn more about a person in an hour of despair than in a lifetime of prosperity.”
Partner and Vice President, Retail Sales (ON)
Aaron has over 20 years of experience in the investment industry, beginning with GT Global in 1994, and including eight years at Synergy Asset Management and four years at Invesco. Aaron brings unique insight to building a robust advisory practice, drawing on his extensive experience in marketing, institutional services, and national accounts. Given his extensive background in asset management, Aaron is adept at partnering with advisors to find the best solutions for meeting their clients’ needs for wealth generation and protection.
Born in the beautiful Canary Islands in Spain, Aaron grew up in Regent Park and later lived in Markham and East Gwillimbury. His favourite sport is Moto GP. Aaron is married with two kids. He received the coveted “Best Dad in the World” trophy from his 10 year old son in 2013, and has been slipping in the polls ever since. Aaron plans to be at Picton Mahoney “until I retire.”
“Everyone has a plan until they get punched in the mouth." -- Mike Tyson
Partner and Vice President, Retail Sales (ON, Atlantic Canada)
Scott is a Partner and Vice President at Picton Mahoney Asset Management. Drawing on over two decades of experience in the industry and Picton Mahoney’s portfolio construction and authentic hedge expertise, Scott works with advisors to implement the best solutions for protecting and growing client wealth. Scott began his investment career at Franklin Templeton Investments in 1995 where he worked in client services, dealer services, and various sales roles before becoming Regional Vice President, Ontario. He holds a Bachelor of Arts (Psychology) from the University of Western Ontario and is a Certified Investment Management AnalystSM (CIMA®).
Married with two young kids and a golden retriever, Scott is a competitive golfer (captain of Western’s golf team and represented Ontario a couple of times for amateur golf).
“Common sense is not so common.” – Voltaire
Partner and Vice President, Retail Sales (AB, SK)
Andrew’s 20+ year investment career includes nine years at Standard Life Investments, five years at Raymond James and five years at Credential Securities. He’s held a range of roles, including Investment Advisor, Head of Mutual Fund Research, Head of Portfolio Services, and VP, National Accounts. He joined Picton Mahoney Asset Management in 2012, holds a BA in Economics and Environmental
Studies from the University of Victoria and is a Chartered Investment Manager (CIM®).
Favourite business book is Triumph of the Optimists (although he also recommends Fever Pitch, as a fervid footie fan). He is married with a wonderful wife and two young children: if he isn't working, he is with them. "Nothing makes me happier."
“There is an art, or rather, a knack to flying. The knack lies in learning how to throw yourself at the ground and miss.” – Douglas Adams (Hitchhiker's Guide to the Galaxy)
Vice President, Retail Sales (BC)
Todd comes to Picton Mahoney Asset Management with over two decades of industry experience. Some of his past roles include Senior Vice President at PIMCO Canada, Associate Advisor at RBC Dominion Securities, and Regional Vice President and Business Development Manager at TD Asset Management. Todd has a Bachelor of Arts (Finance & Economics) from the University of Western Ontario, and holds the Chartered Financial Analyst® designation.
Vice President, Retail Sales (QC)
Patrick has over 25 years of experience in the investment industry in various roles, which has given him an outstanding ability to partner with advisors in designing investment solutions that cater to investors’ needs. Prior to joining Picton Mahoney Asset Management, Patrick was President and Portfolio Manager at Integralis Wealth Management, Vice President at AIM Trimark where he was responsible for the Quebec market, and a member of the Canadian Equity Institutional desk at Richardson Greenshields. Patrick holds a Masters in Finance from the University of Sherbrooke and the Chartered Financial Analyst®
Olivier comes to Picton Mahoney Asset Management (PMAM) with nearly a decade of industry experience. Prior to joining PMAM, Olivier served as Regional Director at Russell Investments, and Investment Advisor Associate at Desjardins Securities. Olivier has an MBA from the Goodman Institute of Investment Management, and holds the Chartered Financial Analyst® designation.
Vice President, Internal Retail Sales
Enzo comes to Picton Mahoney Asset Management with nearly two decades of Sales Management experience, and has successfully built and managed several Inside Sales Teams throughout his leadership career. Most recently, he held the position of Vice-President, Internal Sales at BMO Global Asset Management, with direct oversight of the Inside Sales Team. He has also worked with key asset management organizations in Canada, including Manulife, Fidelity, Franklin Templeton, Russell Investments and Sun Life Global Investments. Enzo holds an Accounting diploma with Honours from Seneca College and has completed the Canadian Securities Course®.
Vice President, Institutional Business
Andrew has over five years of investment experience including roles as an Investment Analyst at Manulife Financial, an Associate in CIBC’s Graduate Rotational Program and most recently as a Business Development Associate for CIBC Asset Management. Currently, Andrew services the institutional client base at Picton Mahoney Asset Management and contributes to the growth of the firm’s institutional asset base. Andrew has an MBA and Honours Bachelor of Commerce from McMaster University, the Chartered Financial Analyst® designation and the Chartered Alternative Investment Analyst designation.
“Be yourself; everyone else is already taken." – Oscar Wilde
Associate, Institutional Business
Connor Haslip is a member of the Institutional team at Picton Mahoney Asset Management, focusing on business development and servicing for Canadian Endowments and Foundations. He has helped bring forward a number of initiatives to better serve PMAM’s existing client base, build out product infrastructure, and expand the institutional reach of the firm. Connor held a role
on the firm’s software development team, making a transition in 2015 to bring a new perspective and skillset to the Institutional Business team. Connor graduated from Western University with a Bachelor of Engineering Sciences degree in Software Engineering.
“Whether you think you can or you think you can’t, you’re right.” – Henry Ford
Associate, Inside Sales
Carolina joined Picton Mahoney Asset Management in June of 2017 as an Inside Sales Associate. She began her career in the finance industry as an intern in Rio de Janeiro, Brazil. Carolina then moved to Raymond James Ltd. in Toronto as a Licensed Sales Associate, focusing on client-advisor communications and activities. Carolina has a B.A. (Hons) degree in Economics from York University and has completed the Canadian Securities Course.
Randy joined Picton Mahoney Asset Management in the fall of 2017 as an Inside Sales Associate. Prior to joining PMAM, Randy spent 17 years at Invesco Canada, serving as a Business Development Manager for 13 of those years. He was also a Marketing Associate at TD Waterhouse Financial Planning. Randy holds a Bachelor of Economics degree from Trent University, and is a Canadian Investment Manager (CIM®).
With a focus on working with our advisors in British Columbia, David joins Picton Mahoney Asset Management with over a decade of industry experience. In his last role, David was an Investment Advisor at Global Maxfin Capital. Prior to that, he held the role of Associate Investment Advisor at Hollis Wealth, Global Wealth Management, Scotiabank. David holds an Honours Bachelor of Finance from York University, and is an IIROC Platform Advisor.
Bobby comes to Picton Mahoney Asset Management (PMAM) with five years of industry experience. Prior to joining PMAM, he was an Associate at Manulife Investments, as well as held other roles such as Analyst at Scotiabank Global Markets. Bobby has an Honours Bachelor in Business Administration from Richard Ivey School of Business at Western University, has completed the Canadian Securities Course, and is a Chartered Financial Analyst® Level I Candidate.
Roy comes to Picton Mahoney Asset Management (PMAM) with a focus on working with our French advisors. Prior to joining PMAM, Roy was a Financial Service Representative at CI Investments, and an Accountant Assistant at Solution Impo-Tax Inc. Roy has a Bachelor of Business Administration from the John Molson School of Business, and is a Chartered Financial Analyst® Level II Candidate.
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