SALES AND SERVICE TEAM
From portfolio construction to practice management, we are here to help you grow your business to serve your clients better.
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Bio
Dean Shepard is the Chief Revenue Officer & Managing Partner of Picton Mahoney Asset Management. He is responsible for Industry Leadership, Corporate Development, C-Suite Client Relations and Collaboration, and is an investment industry veteran with over 25 years’ experience. Dean holds a Bachelor of Arts degree in Economics from the University of British Columbia and is a CFA charterholder.
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Bio
Taras has industry experience since 1999, and has held senior institutional positions at some of Canada’s most prominent asset management firms. As Managing Director of Institutional Business, Taras is responsible for serving our
institutional clients with distinction while growing our institutional presence on a global scale. Taras graduated from the University of Toronto with a Bachelor of Economics degree and holds a Masters of Business Administration from the University of Edinburgh.
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Partner and Managing Director, Head of Retail Business
Mike heads up the retail business at Picton Mahoney Asset Management. Prior to joining the firm, his financial services experience spans both large and boutique Canadian, U.S., and international wealth management firms. Mike has an M.B.A. from the University of Toronto’s Rotman School of Business and a bachelor’s degree from the University of Western Ontario. Mike also has achieved both the Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations. As an industry advocate, Mike currently sits on the National Conference Board of the Money Management Institute and contributes to hosting annual engagement forums that bring together the asset management and advisory communities in the pursuit of continuous improvement of products and services to investors.
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Bio
Andrew comes to Picton Mahoney Asset Management (PMAM) with over a decade of industry experience. Prior to joining PMAM, Andrew served in various product management roles at Sentry Investments, 1832 Asset Management, and Redwood Asset Management. Andrew has an MBA from the Rotman School of Management at the University of Toronto and has a Bachelor of Management and Organizational Studies (Finance) from the University of Western Ontario.
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Bio
Reed joined Picton Mahoney Asset Management in early 2020 as Director of National Accounts. Prior to joining us, Reed was with TD Securities, serving as Vice President on the firm’s Institutional Equity Sales Desk in New York. Reed holds a MA (Hons.) in Management & Financial Economics from the University of St. Andrews.
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Bio
Katie joined Picton Mahoney Asset Management in early 2022 as National Accounts Associate. Prior to joining us, she worked with Canaccord Genuity as an Investment Advisor. Katie has also demonstrated a proven track record of success across a diverse range of professional fields, including Actuarial Consulting, Aerospace Engineering, and Sustainable Architecture. She studied Business Management and Arts at the University of British Columbia, and carries a Business Operations Management Diploma from the British Columbia Institute of Technology.
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Bio
Connor Haslip is a member of the Institutional team at Picton Mahoney Asset Management, focusing on business development and servicing for Canadian Endowments and Foundations. He has helped bring forward a number of initiatives to better serve PMAM’s existing client base, build out product infrastructure, and expand the institutional reach of the firm. Connor held a role
on the firm’s software development team, making a transition in 2015 to bring a new perspective and skillset to the Institutional Business team. Connor graduated from Western University with a Bachelor of Engineering Sciences degree in Software Engineering.
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Bio
Andrew has over five years of investment experience including roles as an Investment Analyst at Manulife Financial, an Associate in CIBC’s Graduate Rotational Program and most recently as a Business Development Associate for CIBC Asset Management. Currently, Andrew services the institutional client base at Picton Mahoney Asset Management and contributes to the growth of the firm’s institutional asset base. Andrew has an MBA and Honours Bachelor of Commerce from McMaster University, is a CFA charterholder and holds the Chartered Alternative Investment Analyst designation.
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Bio
Randy joined Picton Mahoney Asset Management in the fall of 2017 as an Inside Sales Associate. Prior to joining PMAM, Randy spent 17 years at Invesco Canada, serving as a Business Development Manager for 13 of those years. He was also a Marketing Associate at TD Waterhouse Financial Planning. Randy holds a Bachelor of Economics degree from Trent University, and is a Canadian Investment Manager (CIM®).
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Bio
With a focus on working with our advisors in British Columbia, David joins Picton Mahoney Asset Management with over a decade of industry experience. In his last role, David was an Investment Advisor at Global Maxfin Capital. Prior to that, he held the role of Associate Investment Advisor at Hollis Wealth, Global Wealth Management, Scotiabank. David holds an Honours Bachelor of Finance from York University, and is an IIROC Platform Advisor.
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Bio
Aaron has over 20 years of experience in the investment industry, beginning with GT Global in 1994, and including eight years at Synergy Asset Management and four years at Invesco. Aaron brings unique insight to building a robust advisory practice, drawing on his extensive experience in marketing, institutional services, and national accounts. Given his extensive background in asset management, Aaron is adept at partnering with advisors to find the best solutions for meeting their clients’ needs for wealth generation and protection.
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Bio
Focusing on supporting advisors in Ontario, Henry joined Picton Mahoney Asset Management in January, 2020. Previously, he held roles at TD Wealth Management and RBC Financial Planning. Henry has a Bachelor of Economics degree from McMaster University and holds both the Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations.
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Bio
Olivier comes to Picton Mahoney Asset Management (PMAM) with nearly a decade of industry experience. Prior to joining PMAM, Olivier served as Regional Director at Russell Investments, and Investment Advisor Associate at Desjardins Securities. Olivier has an MBA from the Goodman Institute of Investment Management and is a CFA charterholder.
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Bio
Roy comes to Picton Mahoney Asset Management (PMAM) with a focus on working with our French advisors. Prior to joining PMAM, Roy was a Financial Service Representative at CI Investments, and an Accountant Assistant at Solution Impo-Tax Inc. Roy has a Bachelor of Business Administration from the John Molson School of Business and is a CFA charterholder.
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Bio
Taylor joined Picton Mahoney Asset Management in April 2022 with a decade of industry experience. His most recent role was District Vice President of Sales at Fidelity Investments. Taylor has a Bachelor of Commerce (Finance) from McGill University and is a CFA charterholder.
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Bio
Focusing on supporting advisors in Western Canada, Tom joined Picton Mahoney Asset Management in March 2021. With over 15 years of experience in financial services, he has held roles at Manulife, Acuity, CIBC Imperial Service, Clarington and Mackenzie. Tom has a Bachelor of Commerce degree from the University of Manitoba and has completed his Canadian Securities Course.
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Bio
Todd comes to Picton Mahoney Asset Management with over two decades of industry experience. Some of his past roles include Senior Vice President at PIMCO Canada, Associate Advisor at RBC Dominion Securities, and Regional Vice President and Business Development Manager at TD Asset Management. Todd has a Bachelor of Arts (Finance & Economics) from the University of Western Ontario and is a CFA charterholder.
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Bio
Andy joined Picton Mahoney Asset Management in February 2022. Previously, he was a Regional Consultant at Russell Investments and held a similar role at Fiera Capital. Andy holds a Bachelor of Commerce degree from the University of Northern British Columbia with a major in Finance and a minor in Economics.
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Bio
Scott is a Partner and Vice President at Picton Mahoney Asset Management. Drawing on over two decades of experience in the industry and Picton Mahoney’s portfolio construction and authentic hedge expertise, Scott works with advisors to implement the best solutions for protecting and growing client wealth. Scott began his investment career at Franklin Templeton Investments in 1995 where he worked in client services, dealer services, and various sales roles before becoming Regional Vice President, Ontario. He holds a Bachelor of Arts (Psychology) from the University of Western Ontario and is a Certified Investment Management Analyst® (CIMA®).
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Bio
Andrew’s 20+ year investment career includes nine years at Standard Life Investments, five years at Raymond James and five years at Credential Securities. He’s held a range of roles, including Investment Advisor, Head of Mutual Fund Research, Head of Portfolio Services, and VP, National Accounts. He joined Picton Mahoney Asset Management in 2012, holds a BA in Economics and Environmental
Studies from the University of Victoria and is a Chartered Investment Manager (CIM®).
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Bio
Bobby comes to Picton Mahoney Asset Management (PMAM) with five years of industry experience. Prior to joining PMAM, he was an Associate at Manulife Investments, as well as held other roles such as Analyst at Scotiabank Global Markets. Bobby has an Honours Bachelor in Business Administration from Richard Ivey School of Business at Western University and has completed the Canadian Securities Course.
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Senior Vice President, Head of Portfolio Construction Consultation Service
rwilson@pictonmahoney.com
Bio
Robert joined Picton Mahoney Asset Management in December 2019. Past roles include Vice President, ETF Leader at BlackRock Asset Management Canada Limited and Sales Associate at PIMCO. Robert has an MBA from the University of Toronto, Rotman School of Management, is a CFA charterholder and holds the Chartered Alternative Investment Analyst designation.
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Bio
Pawan joined Picton Mahoney Asset Management in November 2021 after holding multiple roles within the BlackRock organization (in Australia and Canada). He led the portfolio consulting services function within Blackrock's Canadian iShares business, and prior to that, he was a portfolio manager in the Multi-Asset Strategies team within Blackrock's Australian business. Pawan graduated from the University of Western Australia with a Bachelor of Commerce and Bachelor of Engineering with majors in Management, Investment Finance and Information Technology. Pawan holds the Financial Risk Manager designation and is also a CFA charterholder.
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Bio
Dedicated to providing portfolio analysis and consulting services to advisors, Hank joined Picton Mahoney Asset Management in 2021. Previously, he worked as a Quantitative Analyst at Canada Life and an analyst at OPTrust. Hank holds a Masters of Mathematical Finance from the University of Toronto.