TORONTO, June 22 /CNW/ - EdgePoint Wealth Management Inc. ("EdgePoint") is pleased to introduce its team of Relationship Managers who are focused on providing exemplary service to its investment partners - the financial advisors and their clients.
EdgePoint believes that by forming a close partnership with its financial advisors and ensuring open and honest communication, advisors and investors will make better decisions.
"As a result of our continued success, we felt it was necessary to expand our team," said Patrick Farmer, CEO of EdgePoint Wealth Management. "In the past few weeks, we've added three individuals to our Relationship Management team. We believe that we have a team in place that will be able to provide the standard of service our investment partners expect".
The team consists of:
Craig Advice joined in November 2008. Previously, Craig worked for
Hartford Investments from 2007 to 2008 and for Invesco Trimark from 2001
Richard Djakovic joined in October 2008. Previously, Richard worked for
Invesco Trimark from 1993 to 2008.
Sarah Ford joined in December 2008. Previously, Sarah worked for
Northwest and Ethical Investments L.P. from 2001 to 2008.
Geoff Goss joined in May 2008. Previously, Geoff worked for Brandes
Investment Partners from 2006 to 2008 and for Invesco Trimark from 1993
Olivia Kao joined in November 2008. Previously, Olivia worked for Invesco
Trimark from 2000 to 2008.
Malcolm King joined in November 2008. Previously, Malcolm worked for
Hartford Investments from 2007 to 2008 and for Invesco Trimark from 1994
Greg Lagasse joined in May 2009. Previously, Greg worked for Manulife
from 2001 to 2009 and for Invesco Trimark from 1999 to 2001.
Pho Lai joined in May 2009. Previously, Pho worked for Invesco Trimark
from 2000 to 2009.
Nicholas Telemaque joined in June 2009. Previously, Nicholas worked for
Invesco Trimark from 2001 to 2009.
Sayuri Childs, working in partnership with EdgePoint's Portfolio Management team and Relationship Managers, provides investment analysis and communications to its financial advisors. Sayuri joined in December 2008. Previously, Sayuri worked for Invesco Trimark from 2001 to 2008.
EdgePoint Wealth Management is an independent investment management firm based in Toronto that is owned and operated by investors(TM). It offers mutual funds, institutional and other investment products through financial advisors. Its founding members - Tye Bousada, Patrick Farmer, Robert Krembil and Geoff MacDonald - have proven track records of building wealth for those who have entrusted them with their savings.
SOURCE EdgePoint Wealth Management Inc.
For further information: For further information: Patrick Farmer, CEO, EdgePoint Wealth Management Inc., Tel: (416) 963-9353, E-mail: email@example.com