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.
Kim founded Sionna, one of the largest independent investment firms led by a woman, in 2002. Since joining the industry in 1983, she has received numerous awards, including Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award (2007), Canada’s Most Powerful Women: Top 100 Award (2007, 2017) and the Rotman Women in Management Association Top 10 Award (Entrepreneur Category, 2015). Kim is on the board for the Brandes Institute, Ontario Arts Foundation and United Corporation. She is a member of the C.D. Howe Institute’s National Council and the CFA Institute Board of Regents (previously served as its chair) and is a past President of the CFA Society Toronto. Kim serves as a board member with the Canadian Coalition for Good Governance and previously served as Chair of its Governance Committee. Kim was amongst a select group of industry experts to present at the 2020 Columbia Business School’s “From Graham to Buffett and Beyond” Omaha Panel. Kim also co-hosted the female-led Variant Perspectives Value Investing Conference in 2019, which featured Warren Buffett as a keynote speaker.
Stephen joined Sionna in 2019 and is the Co-Chief Investment Officer. He is the co-lead portfolio manager for Sionna high conviction strategy and the lead portfolio manager for the firm’s global value strategy and focused U.S. value strategy. Stephen brings more than 25 years of experience in both domestic and global equity markets. He began his career in 1990 as an analyst at Royal & Sun Alliance Insurance Company and was most recently Senior Portfolio Manager and Senior Vice President at CI Harbour Funds. Stephen currently sits on The Niagara Community Foundation's Investment Committee. Stephen is a graduate of Wilfrid Laurier University, where he earned an Honours Bachelor of Business Administration degree and is a CFA® charterholder.
Marlena joined Sionna in 2012 and is a Portfolio Manager. She is the lead Portfolio Manager for the firm's focused Canadian value strategy and co-lead Portfolio Manager for the focused dividend strategy and high conviction strategy. Prior to joining Sionna, she spent one year in the Financial Management Program at General Electric. Marlena earned her Honours Business Administration from the Richard Ivey School of Business at the University of Western Ontario. Marlena is a CFA® charterholder and a member of CFA Society Toronto.
Marian joined Sionna in 2004 and is a Senior Vice President and Research Director. She is the lead portfolio manager for the firm’s Canadian large cap strategy and all cap strategy and co-lead portfolio manager for the firm’s focused dividend strategy. Marian earned her Bachelor of Arts in Economics from Yale University and is a CFA® charterholder. She is a member of CFA Society Toronto.
Jackie joined Sionna in 2013 following a summer internship and is a Portfolio Manager. He earned his Bachelor of Commerce with a major in finance from the University of British Columbia. Jackie has completed the Canadian Securities Course and the Derivatives Fundamentals Course. He is a CFA® charterholder and a member of CFA Society Toronto.
Aleksy joined Sionna in 2020 as a Portfolio Manager. He will be joining Sionna’s Canadian Equity team and will contributing to Sionna’s domestic strategies. Aleksy brings more than 20 years of industry experience, most recently as VP Investments and Portfolio Manager at CI Harbour Advisors where he focused on award-winning Canadian Equity and Canadian Balanced portfolios. Aleksy is graduate of the University of Toronto, where he earned a Bachelor of Arts, Economics degree and is a CFA® charterholder.
Paul joined Sionna in 2018, as an Equity Research Analyst. He earned his Honours Bachelor of Arts in Economics and Financial Management from Wilfrid Laurier University, graduating with high distinction. He was also awarded with the Alumni Gold Medal. Paul completed three co-op terms with Sionna as a Student Research Analyst.
Gary joined Sionna in 2014 and is a Portfolio Manager. Prior to joining Sionna, he was a Generalist at RBC Wealth Management and worked at RBC Capital Markets and Deloitte Consulting. Gary earned his MBA from the Rotman School of Management and both his Honours Business Administration and Bachelor of Engineering Science from the University of Western Ontario. He is a CFA® charterholder and a member of CFA Society Toronto.
Stuart joined Sionna in 2020 as an Equity Research Analyst. Prior to joining Sionna, Stuart interned at both Burgundy Asset Management and RBC Global Asset Management. He earned his Bachelor of Business Administration, Advanced Finance Major and Minor in History from St. Francis Xavier University in Nova Scotia. While at StFX, Stuart was the President of the Schwartz Investment Society. Stuart has successfully completed the Canadian Securities Course (CSC) and the CFA Ethical Decision-Making Course.