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 a Portfolio Manager servicing our clients in British Columbia, bringing international experience and more than nine years of managing private clients across a wide range of investments.

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

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

Merab is Director of Research at Liberty, supporting portfolio construction and trading strategy across the investment process. Prior to joining Liberty, she spent 10 years in trading and operations at a boutique investment management firm, following three years in Corporate Finance Advisory as a Consultant with a Big Four consulting firm. Merab holds a Master of Finance from the Rotman School of Management, is a CFA Charterholder, and holds the FRM and CIPM designations. She volunteers with Red Shawl, a women’s community organization, and has previously supported the CRA’s Community Volunteer Income Tax Program.

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.

Vishan is a Trading and Operations Specialist at Liberty, where he also supports Merab with research. Prior to joining Liberty, he worked as an Associate Investment Advisor at a wealth management firm and as an Equity and Derivatives Trader at a major Canadian bank. Vishan holds a Bachelor of Commerce degree from Ryerson University and is committed to ongoing professional development through continued education.

Anitha is a Trading and Operations Specialist at Liberty. She has experience across investment operations, trading support, and fund accounting, gained through roles at leading Canadian financial institutions. Her expertise includes portfolio administration and the execution of key operational processes within the asset management industry. Anitha holds a master’s degree, has passed the CFA Level I examination, and continues to advance her knowledge through ongoing professional development in finance.

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.