Liberty International Investment Management Inc. is an independent, employee-owned firm established with the intention of creating an alternative to the traditional investment management approach. Our team is made up of long-term thinkers – both in our holdings and for our clients.
Our employees are Baby Boomers, Generation Xers and Millennials, equipped to cover retirees all the way to the finish line and serve successive generations to come.
We are based in Canada and serve Canadians from coast to coast in the provinces of British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, New Brunswick and Newfoundland and Labrador.
David Driscoll, CIM
President & CEO
David began work in the financial services industry in 1979. In that time, he has worked in a number of positions at multiple banks, a bond rating agency, as editor of an investment newsletter and as a portfolio manager at a boutique investment counselling firm. He has seen the best and worst that Bay Street has to offer and started Liberty to provide superior client service. With every media appearance, newsletter written or seminar given, David constantly teaches. This helps clients gain a better understanding of their investments and solidifies the long-term relationship.
Brett Girard, CPA, CA, CFA
CFO & Portfolio Manager
Brett is CFO and Portfolio Manager. Prior to starting Liberty, Brett spent four years at a large Toronto based Pension Plan. There he spent time in the Mergers & Acquisitions Tax group and the Strategic Investments group. Prior to that Brett was a staff accountant at a large multinational accounting firm. Brett holds a CPA, CA designation, CFA designation, an HBA from the Richard Ivey School of Business at Western University (formerly University of Western Ontario) and an HBMSc in Physiology and Cell Biology from Western University.
Annie Bertrand, CIM
Associate Portfolio Manager
Annie is Associate Portfolio Manager based in Liberty’s Quebec office and responsible for Ottawa, Quebec, and Eastern Canada. She has over 22 years’ experience and a deep understanding of the Canadian securities industry. Prior to starting at Liberty, Annie served as an Investment Advisor for four years. Prior to that, she was Director of Operations, Chief of Compliance and Compliance Analyst at several wealth management firms. In her free time, Annie volunteers at the Centre d’Entraide Racine-Lavoie through the Income Tax Assistance program administered by Revenu Québec and the Canada Revenue Agency.
Merab Nathaniel Alam, CFA, MFin, MBA, FRM
VP Trading & Operations
Merab is responsible for trading and operations. Prior to starting Liberty, Merab spent 10 years with a boutique investment management firm on the trading desk and in operations. Prior to that she spent three years in the Corporate Finance Advisory practice as a Consultant with one of the big four management consulting firms. Merab holds a Master of Finance from Joseph L. Rotman School of Management and an MBA in Finance from Imperial College of Business Studies. She is a member of the CFA Institute, Toronto CFA Society and Global Association for Risk Professionals. In her free time, she volunteers for Red Shawl, a women’s community organization and has in the past also worked for the Canada Revenue Agency’s Community Volunteer Income Tax Programme (CVITP).
Tricia Matheson, CIM
Manager, Client Services
Tricia Matheson is the Client Service person for Liberty IIM. Passionate about good client communication and service, Tricia brings energy, enthusiasm and experience to the task. Tricia has more than 10 years experience assisting clients at several major Canadian wealth management firms. She is honoured to be part of the Liberty team. Tricia has the CIM, two university degrees, has traveled extensively, and speaks English and French.
Thomas Zagrobelny, CFA
Client Service Administrator
Virginia has worked in a major Canadian financial company where she managed and mentored financial call centre teams and ensured high service standards. In addition to leading teams, she worked to ensure that compliance targets were met, and wrote policies for key risk areas and internal controls for the organization.
Virginia’s strong organizational and analytical skills, in addition to her excellent communications abilities make her a valuable addition to the Liberty team.