Client Relations

Just as we seek companies that will strengthen our portfolios, we look to strengthen our team by attracting and retaining individuals who share our passion for investing and excellence. We recognize that our greatest assets are our people. Together, we strive to exceed our clients’ expectations by remaining disciplined in the application of Sionna’s investment philosophy and process, and providing exceptional service. By building our own talent, we are building depth, succession and a committed team that will remain focused on these objectives for the long term.

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Kelly Battle, CFA, MBA
Vice President, Relationship Management

Kelly joined Sionna in 2012 to oversee the firm’s relationship management team. Bringing more than 16 years of experience to the firm, she was most recently vice president at Burgundy Asset Management, where she worked with institutional clients in Canada and the United States. Kelly earned her bachelor of arts from the University of Toronto and her MBA from the Rotman School of Management. She has completed the Institute of Corporate Directors’ Directors Education Program. Kelly is a CFA® charterholder and a member of the CFA Society Toronto. In 2002, she was a recipient of the Arbor Award at the University of Toronto.
 

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Katie Ophelders
Marketing Manager

Katie joined Sionna’s relationship management team in 2015 as marketing manager. She earned her bachelor of commerce with honours degree from McMaster University’s DeGroote School of Business, and brings more than seven years of marketing experience to Sionna. Prior to joining Sionna, Katie was an account supervisor at H2 Central Marketing & Communications, primarily working with clients in the financial services industry.

 

 

 

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Claire Carter
Coordinator, Relationship Management

Claire joined Sionna in 2017 as a coordinator on the relationship management team. She has several years of experience in the industry, including trading operations positions at Northern Trust Bank and Toji Trading Group. Most recently she was a member services consultant for a large trade association. Claire attended Saint Mary’s College, Notre Dame, Indiana, where she earned her bachelor of business administration, with concentrations in finance and marketing.

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Jordan Rasmussen
Associate, Relationship Management

Jordan joined Sionna in 2015 as a coordinator on the relationship management team. Prior to joining Sionna, Jordan was a business process officer at TD Asset Management. He earned his bachelor of management and organizational studies (specializing in finance and administration) from The University of Western Ontario. Jordan has successfully completed the Canadian Securities Course and passed Level II of the CFA Program.