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.
Rose joined Sionna in 2019 as Vice President, Relationship Management. Rose oversees the firm’s client relations team and is responsible for client servicing, marketing and business development. She has more than 30 years of industry experience, including 14 years at AGF Investments most recently as Executive Vice-President, Retail Distribution Canada. Rose received her Bachelor of Arts Double Honours Degree majoring in economics and sociology from York University. She has served on the Board of the Responsible Investment Association of Canada and WoodGreen Foundation and is currently the President of the Board of Friends of Amani Canada.
Katie joined Sionna’s relationship management team in 2015 as Marketing Manager. Prior to joining Sionna, Katie was an Account Supervisor at H2 Central Marketing and Communications, primarily working with clients in the financial services industry. She earned her Honours Bachelor of Commerce degree from the DeGroote School of Business at McMaster University. After graduating, Katie spent several months volunteering at the 2010 Vancouver Olympics and Paralympics. Katie has successfully completed the Canadian Securities Course.
Claire joined Sionna in 2017 as a Coordinator on the relationship management team. Claire brings 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 and a minor in psychology.