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.
Paul joined Sionna as chief operating officer (COO) in 2013. Paul is also the firm's chief compliance officer (CCO). He brings with him more than 18 years of experience, most recently as COO at Thornmark Asset Management, where he oversaw the firm’s strategy implementation, business management and operations. Prior to that, Paul held senior positions at Rockwater Asset Management, CIBC, Andersen Business Consulting and Arthur Andersen LLP. Paul earned his honours business administration from the Richard Ivey School of Business, and is a CFA® charterholder and a chartered accountant. Paul is a member of the Portfolio Management Association of Canada and is the past chair of its Operations Heads’ Network.
Ian joined Sionna as vice president of operations in January 2014. He brings with him more than 14 years of experience, most recently as assistant vice president of information technology at MFS McLean Budden, where he was responsible for managing, developing and implementing all of the firm’s technology projects and processes. Ian earned his honours bachelor of mathematics degree, with a major in computer science at the University of Waterloo.
Elaine joined Sionna as a trader in 2014. She brings more than 28 years of experience, most recently as North American sales trader at Pavilion Global Markets. She earned her business administration diploma at Sheridan College and has completed various Canadian Securities Institute courses, including the Canadian Securities Course, Canadian Investment Finance Part I and II and the Conduct and Practices Handbook Course. In 2006, Elaine obtained her U.S. Series 37 designation.
Kristin joined Sionna in August 2012. She brings with her more than 15 years of experience in operations management and legal administration. Prior to joining the firm, she spent four years working in London, England at a barristers’ chambers as a manager. Kristin is fluent in French and has completed her HR Law Certificate from Osgoode Hall Law School of York University. She is a member of the Human Resources Professionals Association and is working towards the completion of her CHRP designation. Kristin is also enrolled in the CFA Institute Investment Foundations Certificate program.
Lauren joined Sionna as controller in October 2014. Prior to joining the firm, she spent almost five years at CW Partners LLP in their Assurance and Tax practice, most recently as a manager. Lauren earned her honours bachelor of business administration from Wilfrid Laurier University, where she graduated with distinction. She received her chartered professional accountant designation in 2012.
Chauntay joined Sionna in 2007 as part of the relationship management team, and has been taking on greater responsibility throughout the firm. In 2015, she assumed her current role as an associate on the operations team supporting the chief compliance officer. Chauntay is working towards her Canadian Securities Course.
Rui joined Sionna in 2017 as supervisor, portfolio operations. He has several years of experience in the industry, including analyst and administrator positions at CI Financial. Most recently, Rui was an analyst, analytics and operations at CI Institutional Asset Management. He earned his business administration diploma from Fanshawe College, holds the Chartered Investment Manager (CIM®) designation and successfully passed Level I of the CFA Program.
Terry joined Sionna in 2015 as an associate, performance and analytics. She earned her honours bachelor of mathematics at the University of Waterloo, and her MBA from McMaster University’s DeGroote School of Business. Terry brings with her more than eight years of industry experience, most recently as a performance associate at Canada Pension Plan Investment Board. Terry has successfully completed the Certificate of Investment Performance Measurement, and passed Level II of the CFA Program.
Lucy joined Sionna in 2017 as an associate, trading and portfolio administration. She has more than four years of industry experience, most recently at RBC as a derivative valuation analyst. Lucy attended the Rotman Commerce School of Management at the University of Toronto, where she earned her bachelor of commerce, specializing in accounting. She has successfully completed the Canadian Securities Course and successfully passed Level I of the CFA Program.
Nina joined Sionna in 2013 as executive assistant to the president and chief investment officer. Prior to joining the firm, she spent nine years at Canderel Management, where she provided administrative support to members of the senior management team. Nina has taken career development courses at George Brown College.