Chip
Jim
Mike Squire
Iain
Don
Steve Cochetto
Henry
Colleen
Sheila Norman
Jason_046
Ray McMillan
Sheila Norman
Ted
Elena
Richard
Matthew McNeill
Neeraj_013
Roy
Jim
Ted
Gord O'Reilly
Tanya
Jaclyn
Don
Nadra
 

Sound Judgement.
Repeatable Investment Process.

Delivering long-term value to our clients, our team is comprised of industry veterans with diverse and complementary qualifications and experience.

 

Meet Our Team

Gord O'Reilly
Gord O'Reilly, CFA
Portfolio Manager

Gord is one of the founders of CGOV Asset Management and is responsible for leading equity research. He oversees the balanced and global equity strategies. Gord is also a member of the CGOV Asset Management Board and Chairs the Investment Committee.

Gord began his career over 20 years ago with Manufacturers Life Insurance Company and gained relevant experience in the areas of foreign exchange, securities analysis, trading and portfolio management. At the time of his departure from Manulife, Gord specialized in managing U.S. equity investments.

Gord earned an undergraduate degree from Queen's University and holds the CFA (Chartered Financial Analyst) designation from the CFA Institute.

goreilly@cgov.ca
416.929.9286
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Roy
Roy Hewson, CFA
Portfolio Manager

Roy joined CGOV Asset Management in 1997 and is responsible for researching and selecting investments which are consistent with the firm's investment philosophy. Roy oversees the Canadian equity, dividend income and fixed income strategies. Roy is also a member of the CGOV Asset Management Board and Investment Committee.

Roy has over 20 years of investment industry experience including seven years of corporate lending and analysis in Canada and the U.S. with the Bank of Nova Scotia.

Roy holds the CFA (Chartered Financial Analyst) designation from the CFA Institute, and earned his undergraduate and Master of Business Administration degrees from Queen's University. He was also a past board member for the ALS Society of Ontario.

rhewson@cgov.ca
416.929.6567
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Steve Cochetto
Steve Cocchetto, MBA, CFA
Portfolio Manager

Steve joined CGOV Asset Management in 2010 and is responsible for researching and selecting investments which are consistent with the firm's investment philosophy.

Steve began his career in 2004 at RBC Asset Management as an Analyst in their Investment Manager Research group. Steve spent four years at RBC before deciding to pursue his MBA.

Steve holds the CFA (Chartered Financial Analyst) designation from the CFA Institute, and earned his Master of Business Administration degree from the Schulich School of Business at York University.

scocchetto@cgov.ca
416.646.0193
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Elena
Elena Gorbatkova
Investment Analyst

Elena Gorbatkova joined CGOV Asset Management in January 2016.  She is responsible for researching and selecting investments which are consistent with the firm's investment philosophy.

With 8 years of experience in the investment industry, Elena was most recently at an investment management firm where she was responsible for covering Global Healthcare, Consumer and Agriculture sectors.  Prior to that role, Elena began her career in 2008 at Mercer Investment Consulting where she worked as an Investment Analyst.

Elena received a Bachelor of Commerce degree from the University of Toronto in 2008.

egorbatkova@cgov.ca     
416.642.1319

Don
Don Cranston, MBA
Portfolio Manager

Don is one of the founders of CGOV Asset Management and currently chairs the CGOV Asset Management Board. Don is responsible for managing investment portfolios on behalf of private and institutional clients.

Don earned his undergraduate and MBA degrees from Queen's University. Following his education at Queen's, Don worked at Andersen Consulting as a Management Consultant. Don started his investment career at Burns Fry Limited and Coleford Investment Management Ltd. He has over 30 years of investment industry experience.

Don is the Past-Chairman of the Portfolio Management Association of Canada. He currently is on the Boards of The CGOV Foundation and The Friends of Fort York. He is a member of the Investment Committee of the Anglican Foundation of Canada, and is currently the Honorary Lieutenant-Colonel of the Royal Hamilton Light Infantry.

dcranston@cgov.ca
416.929.7236
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Jim
Jim Green
Portfolio Manager

Jim joined CGOV Asset Management in 2002 and is responsible for managing portfolios for private and institutional clients. He is also a member of the CGOV Asset Management Investment Committee.

Jim has more than 40 years of experience in the investment services industry and was most recently a Partner and Vice President at TAL Private Management Ltd.

Jim graduated from York University and holds the CIM (Canadian Investment Manager) and PFP (Professional Financial Planner) designations from the Canadian Securities Institute. He is a member of the CFA Institute and the Toronto CFA Society.

Jim served a 6-year term as a Director and then Treasurer, Vice-Chair of Muscular Dystrophy Canada (MDC). He was also a member of the campaign cabinet for Neuromuscular Research, a joint project of ALS and MDC. Jim served as a Director and member of the Finance Committee of the Family Service Association of Toronto as well he served a 4-year term as a board member for The CGOV Foundation.

jgreen@cgov.ca
416.847.8301
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Sheila Norman
Sheila Norman, CFA
Portfolio Manager

Sheila joined CGOV Asset Management in 2006 and is responsible for managing portfolios for private and institutional clients. She is also a member of the CGOV Asset Management Board and Investment Committee.

Sheila has over 20 years experience in the investment industry, which includes previous employment at McLean Budden Ltd and Sun Life Securities. Sheila earned her undergraduate degree from Queen's University in 1991 and holds the CFA (Chartered Financial Analyst) designation from the CFA Institute. She has completed the National Aboriginal Trustee Training Program through Lethbridge College and the Not-for-Profit Governance Essentials Program with the Rotman School of Management at the University of Toronto.

Sheila serves as President and board Member for The CGOV Foundation and is a director of The Badminton & Racquet Club in Toronto.

snorman@cgov.ca
416.646.0192
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Ted
Ted Ecclestone, CFA
Portfolio Manager

Ted joined CGOV Asset Management in 2006 and is responsible for managing investment portfolios on behalf of private and institutional clients. He is also a member of the CGOV Asset Management Board and Investment Committee.

Ted began his career in 1995 at CIBC Trust and then joined TAL Private Management Ltd. as a Portfolio Manager. Prior to joining CGOV, Ted was Vice President with Rockwater Capital Corp. where he was responsible for designing, building and managing the high net worth division.

Ted earned his undergraduate degree from the University of Toronto. He holds the CFA (Chartered Financial Analyst) designation from the CFA Institute and the CIM (Canadian Investment Manager) designation from the Canadian Securities Institute.

Ted is the Chair of the Ontario Board for the Nature Conservancy of Canada (NCC), and sits on the NCC’s National Board and its Investment Committee.

tecclestone@cgov.ca
416.929.8092
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Don
Don Cranston, MBA
Portfolio Manager

Don is one of the founders of CGOV Asset Management and currently chairs the CGOV Asset Management Board. Don is responsible for managing investment portfolios on behalf of private and institutional clients.

Don earned his undergraduate and Master of Business Administration degrees from Queen's University. Following his education at Queen's, Don worked at Andersen Consulting as a Management Consultant. Don also worked at Burns Fry Limited and Coleford Investment Management Ltd. He has over 25 years of investment industry experience.

Don is the Past-Chairman of the Portfolio Management Association of Canada. He currently is on the Boards of The CGOV Foundation and The Friends of Fort York. He is the Chair of the Investment Committee of the Anglican Foundation of Canada, and is a member of the Senate of the Royal Hamilton Light Infantry.

dcranston@cgov.ca
416.929.7236
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Jim
Jim Green
Portfolio Manager

Jim joined CGOV Asset Management in 2002 and is responsible for managing portfolios for private and institutional clients. He is also a member of the CGOV Asset Management Investment Committee.

Jim has more than 40 years of experience in the investment services industry and was most recently a Partner and Vice President at TAL Private Management Ltd.

Jim graduated from York University and holds the CIM (Canadian Investment Manager) and PFP (Professional Financial Planner) designations from the Canadian Securities Institute. He is a member of the CFA Institute and the Toronto CFA Society.

Jim served a 6-year term as a Director and then Treasurer, Vice-Chair of Muscular Dystrophy Canada (MDC). He was also a member of the campaign cabinet for Neuromuscular Research, a joint project of ALS and MDC. Jim served as a Director and member of the Finance Committee of the Family Service Association of Toronto as well he served a 4-year term as a board member for The CGOV Foundation.

jgreen@cgov.ca
416.847.8301
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Sheila Norman
Sheila Norman, CFA
Portfolio Manager

Sheila joined CGOV Asset Management in 2006 and is responsible for managing portfolios for private and institutional clients. She is also a member of the CGOV Asset Management Board and Investment Committee.

Sheila has over 20 years experience in the investment industry, which includes previous employment at McLean Budden Ltd and Sun Life Securities. Sheila earned her undergraduate degree from Queen's University in 1991 and holds the CFA (Chartered Financial Analyst) designation from the CFA Institute. She has completed the National Aboriginal Trustee Training Program through Lethbridge College and the Not-for-Profit Governance Essentials Program with the Rotman School of Management at the University of Toronto.

Sheila serves as President and board Member for The CGOV Foundation and is a director of The Badminton & Racquet Club in Toronto.

snorman@cgov.ca
416.646.0192
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Ted
Ted Ecclestone, CFA
Portfolio Manager

Ted joined CGOV Asset Management in 2006 and is responsible for managing investment portfolios on behalf of private and institutional clients. He is also a member of the CGOV Asset Management Board and Investment Committee.

Ted began his career in 1995 at CIBC Trust and then joined TAL Private Management Ltd. as a Portfolio Manager. Prior to joining CGOV, Ted was Vice President with Rockwater Capital Corp. where he was responsible for designing, building and managing the high net worth division.

Ted earned his undergraduate degree from the University of Toronto. He holds the CFA (Chartered Financial Analyst) designation from the CFA Institute and the CIM (Canadian Investment Manager) designation from the Canadian Securities Institute.

Ted is the Past Chair, and current member of the Ontario Board for the Nature Conservancy of Canada (NCC), and sat on the NCC’s National Board and its Investment Committee.

tecclestone@cgov.ca
416.929.8092
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Chip
Chip Pitfield
Relationship Manager

Chip joined CGOV Asset Management in 2013 and is responsible for managing and developing new private client relationships. Chip has 36 years of financial industry experience, primarily as an investment banker and equity capital markets professional.

Chip is a graduate of Huron College, University of Western Ontario. He is Chair, Oolagen Community Services (www.Oolagen.ca), a youth and family-focused mental health agency in Toronto; Chair, ALUS Canada (www.alus.ca); and a Director of Delta Waterfowl Foundation (www.deltawaterfowl.org).

cpitfield@cgov.ca
416.929.3259
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Iain
Iain Green
Portfolio Manager

Iain joined CGOV Asset Management in 2014 and is responsible for managing portfolios for private and institutional clients. Iain has over 16 years in the investment industry, which included 13 years at RBC Dominion Securities.

Iain earned his undergraduate degree from Queen’s University and holds the CIM (Chartered Investment Manager) and FCSI (Fellow of the CSI) designations from the Canadian Securities Institute.

Iain’s volunteer work includes coaching youth hockey and also assisting health related organizations with their fundraising and management.

igreen@cgov.ca
416.847.8302
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Jason_046
Jason Fenn, JD, MBA
Portfolio Manager

Jason joined CGOV Asset Management in 2011 and is responsible for managing and developing new private client relationships.

Prior to joining CGOV Asset Management, Jason worked in several capacities; most recently he was a lawyer with the law firm Rohmer & Fenn. Rohmer & Fenn is a boutique firm specializing in corporate law and civil litigation.

Jason earned his undergraduate degree from the University of Western Ontario. He then completed his law degree at the University of Toronto and went on to obtain his MBA from the Richard Ivey School of Business. Jason is also a holder of the CIM (Chartered Investment Manager) designation from the Canadian Securities Institute.

Jason is an avid hockey player and enjoys flying. He is currently working towards his instrument rating.

jfenn@cgov.ca
416.929.8678
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Neeraj_013
Neeraj Jain, CFA
Institutional Sales & Service

Neeraj joined CGOV Asset Management in 2015 and is responsible for institutional business development and client service. He is also responsible for building and managing consultant relationships.

With over 10 years of experience in the investment industry, Neeraj was most recently at a leading global investment management firm where he was responsible for global institutional relationship management as well as business development in select U.S. states and mainland China.  Neeraj also worked for Mercer Investment Consulting as the lead researcher for Canadian equites and Alberta Investment Management Corporation (AIMCo) where he conducted investment research and analysis related to the selection and monitoring of investment managers.

Neeraj holds an Honours Bachelor of Mathematics degree from the University of Waterloo and holds the CFA (Chartered Financial Analyst) designation from the CFA Institute. Neeraj is also a member of the Toronto CFA Society. 

njain@cgov.ca
416.642.1318
416.371.0812 /(cell)
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Colleen
Colleen Bruce-MacGregor
Associate - Investor Services

Colleen joined CGOV Asset Management's client servicing team in 2006. Her role at CGOV involves working closely with private clients and ensuring their evolving needs are addressed.

Prior to joining CGOV, Colleen worked as a Private Banking Associate with CIBC Private Wealth Management.

She earned her undergraduate degree from Laurentian University in Sudbury and has completed the Canadian Securities Course.

Outside of CGOV, Colleen is very involved in Oshawa Minor Hockey. She manages a team and is also a member of the Oshawa Minor Hockey tournament committee which annually hosts three tournaments in Oshawa.

cbrucemacgregor@cgov.ca
416.929.7145
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Jaclyn
Jaclyn Young
Associate - Investor Services

Jaclyn joined CGOV Asset Management's client servicing team in 2013. Her role at CGOV involves working closely with private and institutional clients. In addition to her work in client service and administration she has also been involved with marketing and The CGOV Foundation.

Prior to joining CGOV Jaclyn worked as a Project Manager in the Digital Media & Print industry. In that role she handled many aspects of marketing and client servicing while liaising with vendors.

Jaclyn earned her undergraduate degree from York University in Business Administration. She is actively involved in a number of volunteer organizations such as the Sick Kids Hospital Foundation, Camp Oochigeas, Children's Wish Foundation and Million Dollar Smiles.

jyoung@cgov.ca
416.929.7145
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Nadra
Nadra Midanik
Associate - Investor Services

Nadra joined CGOV Asset Management's client servicing team in 2006. Her role at CGOV involves working closely with private and institutional clients. In addition to her work in client service and administration she has also been involved with compliance, marketing and communications projects.

Prior to joining CGOV, Nadra worked as an Investment Associate with TAL Private Management Ltd (CIBC).

She earned her undergraduate degree from Memorial University of Newfoundland as well as certificates in Business and Public Administration. She has completed the Canadian Securities Course and the Investment Management Techniques course through the Canadian Securities Institute.

Nadra is very active in the life of her church as a reader, choir member and serving on various committees focused on revitalization.

nmidanik@cgov.ca
416.646.8217
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Henry
Henry Kim, CA, MBA
Chief Financial Officer, Chief Compliance Officer

Henry joined CGOV Asset Management in 2008. He heads up finance, operations, technology and compliance. Henry is also a member of the CGOV Asset Management Board and participates on the Investment Committee from a risk and compliance perspective.

Henry brings over 15years of financial experience to the firm, principally in leading investment operations. During his eight years with the CPP Investment Board, he helped build processes and controls that enabled assets under management to grow from $1 billion to $120 billion. Prior to joining the CPP Investment Board, Henry was with OMERS and Deloitte.

Henry earned his undergraduate degree from the University of Western Ontario and Master of Business Administration degree from the University of Toronto. He is also a Chartered Accountant.

hkim@cgov.ca
416.642.6968
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Richard
Richard Sellner
Director, Finance & Operations

Richard joined CGOV Asset Management in 2001.He is responsible for the day to day operations with a focus on project implementations which enable our business operations.

Richard earned his undergraduate degree from Wilfrid Laurier University and holds the CIM (Chartered Investment Manager) designation from the Canadian Securities Institute.

Richard is an active member of the Operations Head and Compliance group with the Portfolio Management Association of Canada. Richard is also Vice President, Finance, The CGOV Foundation.

rsellner@cgov.ca
416.642.0177
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Mike Squire
Michael Squire
Associate - Investment Finance

Mike joined the CGOV Asset Management Investment Finance team in 2011. Mike is responsible for timely communication and settlement of trades and ensuring accurate reporting of client portfolios.

Prior to joining CGOV, Mike worked at CIBC World Markets and at State Street.

He earned his undergraduate degree from McMaster University and is working toward the CIM (Chartered Investment Manager) designation from the Canadian Securities Institute.

msquire@cgov.ca
416.929.7145
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Matthew McNeill
Matthew McNeill
Associate - Investment Finance

Matthew joined CGOV Asset Management Investment Finance team in 2017. Matthew is responsible for timely communication and settlement of trades and ensuring accurate reporting of client portfolios.

Prior to joining CGOV, Matthew worked at Sionna Investment Managers.

He earned his undergraduate degree from Wilfrid Laurier University and is a CFA level 3 candidate.

mmcneill@cgov.ca
416.929.7145 x228
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Ray McMillan
Ray MacMillan
Associate - Compliance

Ray joined CGOV Asset Management in 1998 and over the years has been involved with all facets pertaining to client servicing and the investment trading process.

Currently, Ray is responsible for investment accounting, trade and position monitoring against clients' investment policies and the administration of The CGOV Foundation.

Prior to CGOV, Ray was a Hardgoods Buyer at Sporting Life. She earned her undergraduate degree from Queen's University.

rmacmillan@cgov.ca
416.642.0388
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Tanya
Tanya Yang
Associate - Investment Finance

Tanya joined CGOV Asset Management Investment Finance team in 2008. Tanya is responsible for timely communication and settlement of trades and ensuring accurate reporting of client portfolios.

Prior to joining CGOV, Tanya worked at Perimeter Financial and TD Harbour.

She earned her undergraduate degree from University of Waterloo and holds the CIM (Chartered Investment Manager) designation from the Canadian Securities Institute.

tyang@cgov.ca
416.929.7145
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"We share a long-term commitment to the firm and our clients."

DON CRANSTON

 
 

 

Our single most important obligation is to ensure we listen attentively and perfectly understand each client’s needs and goals.

 

 

 

"With common sense, good judgment and a disciplined process, we deliver long-term value to our clients."

HENRY KIM

 

We have managed client portfolios
through multiple market cycles.


icon-years

Average partner age:
46 years.
icon-since

Team intact
since 1995