Meet the Team
Each investment professional at Lincluden embraces the principles that embody our value-based philosophy to managing client assets. We invest with a long-term focus, we conduct our own independent research and we maintain an absolute price discipline when purchasing and selling securities for our clients.
Investment Team
| Name | Title/Responsibility |
|---|---|
| Peter Chin | Vice President, Portfolio Manager |
| Scott Connell | Vice President, Portfolio Manager |
| Geoffrey De Souza | Vice President, Portfolio Manager |
| Chris Dunlop | Vice President, Portfolio Manager |
| Gary J. Stewart | Vice President, Portfolio Manager |
| Derek Warren | Vice President, Portfolio Manager |
| Brent Davies | Head Trader / Equity Analyst |
| Anlan Li | Associate, Trader |
Marketing & Client Service
| Name | Title/Responsibility |
|---|---|
| Jaclyn Pitushka | Vice President, Client Service & Marketing |
| Wayne J. A. Wilson | Vice President, Client Service & Marketing |
Information Technology
| Name | Title/Responsibility |
|---|---|
| JoAnne Kekes | Vice President, Information Technology |
Client Administration/Operations
| Name | Title/Responsibility |
|---|---|
| Paula Darling | Vice President, Operations |
| Muhammad Ali | Manager, Operations |
| Catherine Bai | Associate, Operations |
| Suhanya Ganesh | Associate, Operations |
Peter Chin
Vice President, Portfolio Manager
Chartered Financial Analyst
MBA, University of Western Ontario
BA (Economics), York University
Mr. Chin joined Lincluden in 2004 as Vice President and Portfolio Manager, Equities. His experience in securities analysis and portfolio management spans several decades and includes both domestic and foreign portfolios across the capitalization spectrum. Prior to joining Lincluden, Peter held various positions with Connor Clark & Company and Confederation Life including investment analyst, Director of Research and Portfolio Manager.
Scott Connell
Vice President, Portfolio Manager
Chartered Financial Analyst
Bcomm, McMaster University
Scott joined the equity team as a Vice-President and Portfolio Manager. His vast profesional background includes portfolio management and securities analysis across the capitalization spectrum and the management of both Canadian and Global equity portfolios. Prior to joining Lincluden, Scott was a Partner and Portfolio Manager at Galibier Capital.
Geoffrey De Souza
Vice President, Portfolio Manager
Chartered Financial Analyst
Bcomm (Economics), University of Toronto
Mr. De Souza is a Vice President and Portfolio Manager at Lincluden. He joined the firm in 2010 as an associate and has held progressively more senior roles within the firm. Geoffrey’s background includes portfolio management and securities analysis across primarily large capitalization dividend paying companies. He manages a number of Canadian focused equity portfolios for the firm. Prior to joining Lincluden, he worked at Jarislowsky Fraser Limited.
Chris Dunlop
Vice President, Portfolio Manager
Chartered Financial Analyst
Bcomm, Dalhousie University
Chris Dunlop is Vice President and Portfolio Manager, Fixed Income at Lincluden. Since joining the firm in 2010 as an associate, he has advanced through increasingly senior roles, contributing to research, trading, and portfolio management across both equity and fixed income strategies. In his current role, Chris leads fixed income portfolio construction and strategy. Prior to Lincluden, he worked at Mackenzie Financial.
Gary J. Stewart
Vice President, Portfolio Manager
Chartered Financial Analyst
MBA, York University
BA, University of Western Ontario
Gary joined the fixed income team as a Vice-President and Portfolio Manager. His background includes the portfolio management of both Canadian and U.S. fixed income investments for a variety of Canadian and U.S. based corporate, institutional and mutual fund clients. Gary is Co-Chair of the Asset Mix Committee. Prior to joining us, Gary held senior positions in fixed income management with ING Investment Management in both Canada and the United States.
Derek Warren
Vice President, Portfolio Manager
CIM
Derek joined the equity team and is a Vice-President and Portfolio Manager. His background includes portfolio management and securities analysis of Real Estate and Canadian equities across the capitalization spectrum. Prior to joining Lincluden, Derek was a Portfolio Manager at Morguard Financial.
Brent Davies
Head Trader / Equities Analyst
Bcomm (Accounting), University of Guelph
Mr. Davies joined Lincluden in 2021 as an Equity Trader on the trading desk and member of the equity team. Currently Brent is the Head Trader and Equity Analyst. Brent’s background prior to Lincluden was as a Natural Gas analyst and trader, both managing and assisting the management of a financial and physical portfolio of Natural Gas.
Jaclyn Pitushka
Vice President, Client Service & Marketing
BA, Harvard University
Ms. Pitushka joined the firm in 2015 as an Associate in Marketing and Business Development. Prior to joining Lincluden, she was an Associate in Risk Management & Client Service at Gluskin Sheff & Associates. Over the years at Lincluden, Ms. Pitushka has held progressively more senior roles and has gained broad exposure to the many aspects of the firm. Her current responsibilities include Relationship Management, Client Service & Marketing.
Wayne J. A. Wilson
Vice President, Client Service & Marketing
HBA (Economics), York University
MBA, University of Ottawa
Wayne joined the firm as Vice-President, Client Service and Marketing. His background includes Product Development, Relationship Management and Institutional and Private Client distribution. Prior to joining us, Wayne was Vice President of a leading full service national asset consulting firm assisting large Corporate and Not for Profit Investors with a complete range of governance needs for their Pension and Endowment plans.
JoAnne Kekes
Vice President, Information Technology
Sheridan Institute of Technology
JoAnne joined the firm in 2004 and currently holds the title of Vice President of Information Technology. She has extensive experience in her field including infrastructure, systems, integration, cyber security, disaster recovery and business continuity. In her role she is responsible for aligning information technology strategy with the goals of Lincluden and for meeting all of the technological needs of the firm. JoAnne holds a degree from the Sheridan Institute of Technology.
Paula Darling
Vice President, Operations
Paula joined us in 1984. Prior to her appointment as Vice President, Operations, she was Assistant Vice President, Operations and Manager, Client Administration. In her current role, Paula is responsible for the overall Operation functions of the firm by providing leadership and direction to an operational group dedicated to handling all client service matters.
Muhammad Ali
Manager, Operations
BCom Business Administration and Economics, University of Windsor
Mr. Ali joined Lincluden in 2020 as an Associate in Operations with 12 years’ experience in back-office portfolio management. As Manager, Operations he focuses on day-to-day oversight, process optimization initiatives and client service delivery. Prior to joining Lincluden, Mr. Ali was an Assistant Manager- Fund Accounting at Scotiabank.
Catherine Bai
Associate, Operations
Chartered Financial Analyst
BA (Business Administration), Simon Fraser University
Ms. Bai joined Lincluden in January 2020 as an Associate, Operations and has progressively been involved with all back-office functions. Prior to Lincluden she was an Associate in Accounting and Client Reporting at Westcourt Capital.
Suhanya Ganesh
Associate, Operations
B.Com University of Toronto
Ms. Ganesh joined Lincluden in 2021 as an Associate in Operations. Prior to Lincluden she was an Investment Operation Analyst at OMERS for 8 years where she handled back-office reconciliation and settlements.
Anlan Li
Associate, Trader
Bcom (Finance & Economics), University of Toronto
Mr. Li joined Lincluden in 2025 as an Associate, Trader on the trading desk and member of the equity team. Anlan joined Lincluden as his first full-time role after graduating, he had prior internship experience as a pension analyst at Aon and a financial analyst at IBM’s spinoff, Kyndryl.