Our Team of Canadian Investment Consultants

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 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 is Liberty’s Portfolio Manager at its Montreal office. Her territory includes Ottawa, Quebec, and Eastern Canada. She has over 25 years’ experience and a deep understanding of the Canadian securities industry. Prior to Liberty, Annie served as an Investment Advisor for four years at a major financial institution. Before 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.

Rory is Liberty’s Associate Portfolio Manager, with previous working experience in Ireland. He brings over 8 years of experience managing private client relationships.

Since 2023, Rory spent time in Vancouver as a Senior Investment Consultant at a boutique investment management firm, working with clients on both the investment and financial planning sides of the firm.

Prior to his move to Canada, Rory was a Senior Investment Consultant at Ireland’s leading wealth management firm where his team managed over $3.3 billion for private clients.

Rory holds the CFA (Chartered Financial Analyst) designation and has completed degrees in Finance and a Master’s Degree in Asset Management from University College Cork, Ireland.

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).

Raji is responsible for trading and operations. Prior to starting with Liberty, Raji worked for a boutique investment firm specializing in Global Small Cap Equities. Her responsibility encompassed Performance & Analytics, Trading and Marketing. Prior to that, Raji worked as an Associate for over 12 years with a large institutional investment manager, where she had various responsibilities in investment operations, specializing in Performance and Attribution analytics. Raji graduated with honors from the University of Toronto with a Business Administration degree in Economics.

Vish is a Trading and Operations Specialist at Liberty. Before Liberty, he worked as an Associate Investment Advisor at a wealth management firm and as an Equity and Derivatives Trader at one of the major Canadian banks. Vish holds a bachelor’s degree in economics and continues to pursue higher education.

Virginia Randall is our Office Manager and leads the Client Service team. Before Liberty, she worked at a major Canadian financial company where she managed and mentored financial call centre teams to ensure high service standards. In addition to leading these 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.

Adil is a Bilingual Portfolio Manager Assistant at Liberty. Before joining Liberty, Adil served as an Associate Investment Representative at a major Canadian bank, focusing on customer service and providing client support for various financial products and account administration. Prior to moving to Canada, Adil worked for over seven years as a Mortgage Manager at a leading bank in Africa, where he maintained high customer satisfaction and achieved significant loan portfolio growth. Adil holds a master’s degree in finance.

As a Bilingual Portfolio Manager Assistant, Alice is responsible for Liberty’s portfolio accounts administration.  Before joining Liberty, Alice served as a bilingual administration officer at a large Canadian bank where she provided service to financial advisors.  Prior to that, Alice was a business strategist and project coordinator at a global biotechnology firm during which she oversaw business operations, assuring productivity and efficiency and communicating with leaders.  Alice was also involved in investor relations initiatives, maintaining relationships with existing and prospective investors and contributing to business development activities.

Vivian has joined the Client Service Team at Liberty as a portfolio manager assistant. She holds a Bachelor of Commerce degree in Accounting from York University and recently completed a Graduate program in Professional Accounting. Vivian looks forward to help clients with all their administrative needs.

Colleen is a Portfolio Manager Assistant at Liberty. Prior to joining Liberty, Colleen was an office administrator at the Government of Canada providing support to the business and administrative team in the Network and Securities Services branch. She holds an advanced diploma in Business Administration Management from George Brown College.