Our investment products are our bricks, and our people are our foundation. We know a great team is the basis of any great firm.
Chairman & CEO
John is a graduate of the University of Toronto and a Chartered Financial Analyst. with over 40 years of experience in the financial services industry. John started his career at Crown Life Insurance where he was eventually appointed as Vice President, Equity Investments, being responsible for the formulation of equity policy and implementation of investment strategies for equity assets. In 1985, he joined Canada Trust Investment Counsel as Vice President responsible for management of the equity component of portfolios, including investment policy, strategy and trading. After his appointment to Chairman and CEO in 1994, he purchased Canada Trust Investment in 1995 and renamed it Mulvihill Capital Management where he has since served as Chairman and CEO. Under the leadership of John, Mulvihill Capital Management has become one of Canada’s most respected investment counseling organizations.
In addition to his responsibilities and successes in the financial services industry, John has served on the Board of various organizations including (but not limited to) TSX Group, Accel Capital Partnerships, Derlan Industries, Helix Investments, and Chairman of the Board of Trustees of the University Health Network and is a member of the Order of Canada.
Senior Vice President & CFO
John joined Mulvihill in 1997 and is currently Senior Vice President & CFO. He is responsible for the overall portfolio management within the Structured Products Group as well as a key member in the development of the firm’s High Net Worth business. John is also responsible for the day-to-day financial operations including: financial reporting, taxation, and the review and monitoring of financial and operational controls. He has over 20 years of experience in the investment business. Prior to joining Mulvihill he was employed at Merrill Lynch Canada Inc. since 1992. For the last two years of his employment at Merrill Lynch Canada Inc.; he was a member of the Fixed Income Trading Group. John is a CFA charter holder, has an Honours Business Administration degree from the University of Windsor and has completed his Canadian Options Licensing Course.
Vice President & Chief Compliance Officer
Peggy has over 18 years of experience in the investment industry, joining Mulvihill in 1995 and is currently Vice President and Chief Compliance Officer. Peggy is a member of the Investment Management team, and the Asset Mix Committee, with extensive experience in the Canadian, U.S., and A.D.R. markets. Peggy received a Hon. B.Comm from The University of Toronto, is a CFA charter holder and since 2007, has served as Vice Chair of the Equity Committee of the Toronto CFA Society and has completed the Canadian Option Licensing Course
Vice President, Finance
Aaron has over 15 years of experience in the investment/financial industry and rejoined Mulvihill in July 2008 from Citigroup Fund Services Canada, Inc. where he oversaw the Fund Taxation Group since January 2007. He is responsible for managing all aspects of accounting and financial reporting matters at Mulvihill. Aaron received a Bachelor of Arts (Honours) degree in Economics from York University and is a CPA, CGA of Ontario.
Jack has over 45 years of experience in the investment industry, with an extensive background in asset management. Jack is a member of the Investment Management Team, and the Asset Mix Committee. Prior to joining Mulvihill in 1998, he worked at Senecal Investment Counsel Inc., Manulife/Manuvest and National Life Assurance. Jack also has extensive sales experience having worked at Deacon Morgan and Raymond James, holding the position of Vice President, Sales. Jack received a B.A. Econ from Hobart College, is a CFA charter holder and a member of the Toronto CFA Society.
Jeff has over 30 years of experience in the investment industry. Prior to joining Mulvihill in 2001, he worked at Scotia Capital where he held various positions, including institutional and retail sales, trading and operations; and Associate Director, Equity Related products responsible for managing the Institutional Options book. Jeff received a B.A. Philosophy from University of Western Ontario (Huron College). He is a Fellow of the Canadian Securities Institute and a member of the Toronto CFA Society. He currently serves on the boards of Cydormedix Inc. and The Rotary Club of Toronto.
Vice President & Portfolio Manager
John joined the firm in 2008 and is currently Vice President and Portfolio Manager. John’s primary focus is on the development and implementation of the firm’s various investment strategies within the Structured Products Group, while also assisting with product and business development in the High Net Worth division. He currently serves as a Director of Strathbridge Asset Management.
John has 10 years of experience in the investment industry. Prior to joining Mulvihill, he worked at a large Canadian Pension Plan in the Alternative Investments Group. He received a Bachelor of Arts degree in Economics from McGill University, studied at the London School of Economics, completed the IMW Executive Education Program at the Harvard Business School, has done the Derivatives Fundamentals Course and Options Licensing Course, is a member of the Toronto CFA Society and holds the Chartered Financial Analyst (CFA) designation.
Jeff has over 25 years of experience in the investment management industry, having joined Canada Trust Investment Counsel in 1990 and continuing with the company when it was purchased and renamed Mulvihill Capital Management. Jeff has extensive experience as a fixed income trader and portfolio manager. More recently, he has been engaged in options trading and currency hedging. Jeff received a B.A. Econ and Administrative and Commercial Studies from the University of Western Ontario, and is a CFA charter holder.
Alan has 18 years of experience in the investment industry, joining Mulvihill in 2000. Alan is responsible for cash management for all MCM funds, including the trading of short term money market positions and responding to all investor relations calls. Alan received a B.Comm from the University of Toronto.
Independent Review Committee
Michael M. Koerner is President of Canada Overseas Investments, Ltd. and Sylva Investments Limited. Mr. Koerner is a Trustee of the Art Gallery of Ontario and served as President from 1982-84. He is Chancellor and Director of the Royal Conservatory of Music, Treasurer of the Ontario Arts Council Foundation and of the Ontario Cultural Attractions Fund. A patron of many performing and visual arts organizations, Mr. Koerner was instrumental in the creation of the Canadian Encyclopedia of Music. In 2006, Mr. Koerner received The Edmund C. Bovey Award for outstanding leadership support of the arts. Mr. Koerner is a member of the Order of Canada and has served or is serving as a director on numerous corporate boards including CAE Inc., Pratt & Whitney, Co-Steel Inc., Finning International Inc., J.P. Morgan Bank of Canada, Central Wire Industries Ltd., Helix Investments Limited and Inuvialuit Investment Corporation and he was the Chairman of Suncor Energy Inc. for six years. He is also a Life Member of the Massachusetts Institute of Technology Corporation and past Chairman of the Investment Committee, Massachusetts Institute of Technology and a member of the Council of Advisors of the Canadian Institute for Advanced Research. Mr. Koerner received a Bachelor of Science from the Massachusetts Institute of Technology and a Master of Business Administration from Harvard Business School.
Independent Review Committee
Robert W. Korthals is a former President of The Toronto-Dominion Bank and served as a director on the Ontario Teachers’ Pension Plan Board from 1996 to 2000 and as the Chairperson from 2000 to 2006. Mr. Korthals has served as a director of numerous companies including Suncor Energy Inc., Rogers Communications Inc., Cognos Inc., Bucyrus International Inc., Jannock Properties Ltd. and The Cadillac Fairview Corporation. Mr. Korthals received a Bachelor of Science degree from University of Toronto and a Master of Business Administration from Harvard Business School.
Independent Review Committee
Robert G. Bertram is the former Executive Vice-President, Investments, of Ontario Teachers’ Pension Plan Board from 1990 to 2008. He led the Ontario Teachers’ Pension Plan Board’s investment program and had oversight of its growth to $108.5 billion from $19 billion when it was established in 1990. Prior to that, Mr. Bertram spent 18 years at Telus Corporation, lastly as Assistant Vice-President and Treasurer. Mr. Bertram is a director of Alaris Royalty Corp. and the Investment Management Corp. of Ontario. Mr. Bertram has a Bachelor of Arts degree in History from the University of Calgary and a Master of Business Administration from the University of Alberta. He is an Officer of the Order of Canada (OC), a Chartered Financial Analyst (CFA) and is a Fellow of the Institute of Corporate Directors with an ICD.D. He is also a director of the Canadian Foundation for Governance Research and a member of the Toronto Community Foundation Investment Committee.