Our Team of Canadian Investment Consultants
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).
Thomas Zagrobelny, CFA
Thomas Zagrobelny is the Operations Analyst at Liberty. A CFA charterholder and BMath Financial Analysis/Risk Management graduate from University of Waterloo, Thomas’s interest in computers and mathematics lends an analytical edge to the operations. Thomas’s goal at Liberty is to bring a new perspective to Liberty’s research on companies and markets while improving and expanding processes and procedures.
Investment Trade Analyst
James is an Investment Trade Analyst at Liberty. He assists with all trade-related activities, while looking for ways to make processes more efficient and effective. James has a BA in Accounting from Institute of Technology Carlow in Ireland. Prior to joining Liberty, James worked in operations for large multinational banks, focused on reconciliations and trade operations in both Ireland and Canada. Outside of work, James has a keen interest in all sports, especially playing GAA Football.
Operations Support Specialist
Victoria is an Operations Support Specialist at Liberty and helps find ways to make the processes more efficient and effective. She holds a Bachelor of Commerce degree from the Rotman School of Management at the University of Toronto. Prior to joining Liberty, she interned at several large financial firms in China and Canada. She is currently working towards her CFA designation.
VP Client Service & Compliance
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.
Bilingual Portfolio Manager Assistant
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.
Bilingual Portfolio Manager Assistant
Farai is a Bilingual Portfolio Manager Assistant at Liberty. Prior to joining Liberty, Farai worked in various sectors including financial services, hospitality and IT. Farai has an MBA from the University of Northampton and brings vast experience from Europe and Africa. Farai’s goal at Liberty is to contribute her business administration knowledge and passion for continuous improvement and service excellence.
Farai has been a member of the Rotaract Club and continues to seek opportunities for community development projects.
Portfolio Manager Assistant
Sharang is a Portfolio Manager Assistant at Liberty. He has been in the client service business since 2013. Whether it was serving coffee to his patrons during his school years, or giving them financial advice at a major Canadian bank, he always put the client first, striving to improve and maintain their experience. Prior to joining Liberty, Sharang worked at a major bank custodian where he refined his knowledge of the institutional finance industry.