ABOUT QUADRAVEST

Quadravest Capital Management Inc. is an independent investment management firm that is focused on the creation and management of enhanced yield products for retail investors. The name Quadravest was chosen to symbolize four key management principles that would guide the firm: Innovation in financial products, Discipline in investment management, solid overall Results for investors, and excellence in client Service.

Quadravest was formed in 1997 and has designed, launched and manages 13 publicly traded investment products for a total in excess of $2 billion in assets under management.

Among many of the key differentiating features of Quadravest's products is their superior targeted rate of annual income relative to conventional income products. In addition to the rate being higher than most conventional fixed income products, the nature of the distributions tend to be more tax effective.

THE TEAM

Wayne Finch
Wayne Finch is the Chairman and Chief Investment Officer. Mr. Finch has over 32 years of experience designing and managing investment portfolios. Prior to forming Quadravest in 1997, Mr. Finch was Vice-President at another investment management firm, and prior to that was a portfolio manager in treasury operation of a major Canadian trust company where he managed a number of common preferred share portfolios.

 

Laura Johnson
Laura Johnson is a Managing Director and Portfolio Manager at Quadravest and one of the founding partners. Ms. Johnson has more than 26 years experience in the investment industry. She has considerable expertise in the portfolio management strategies employed at Quadravest.

Peter Cruickshank
Peter Cruickshank is a Managing Director of Quadravest. Prior to joining Quadravest, Mr. Cruickshank, a Chartered Accountant, spent 15 years of his career in the investment industry. From 1987 to 1999, Mr. Cruickshank was a Director and the Chief Financial Officer of Jones Heward, a large investment management firm with over $14 billion in assets under management and a member of the Bank of Montreal group of companies.

Silvia Gomes
Silvia Gomes is the Chief Financial Officer of Quadravest.  Ms. Gomes is a Chartered Professional Accountant, Chartered Accountant and has been with Quadravest since 2016. Prior to her current position, Ms. Gomes was Director of Accounting and Finance at Quadravest. Prior to joining Quadravest, Ms. Gomes held the role of Director, Accounting Policy at RBC and also worked at PricewaterhouseCoopers from 2005 to 2015, where she held progressive roles including senior manager in the asset management practice.

BOARD OF DIRECTORS

Directors and Officers of Quadravest

S. Wayne Finch
Chairman, President, Secretary, Chief Executive Officer, Chief Investment Officer and Director 

Laura L. Johnson
Managing Director and Portfolio Manager 

Peter F. Cruickshank
Managing Director 

Independent Review Committee

National Instrument 81-107 Independent Review Committee for Investment Funds (‘‘NI 81-107’’) came into force on November 1, 2006, requiring the Company to establish an independent review committee (‘‘IRC’’). Messrs. Thornhill and Steep, two of the independent directors of the Company, serve as members of the IRC, together with Gordon Currie.

 

William C. Thornhill is currently the President of William C. Thornhill Consulting Inc.  Mr. Thornhill spent over 30 years in the financial services business and held a number of senior positions at a major Canadian trust company including Executive Vice-President, Products, Senior Vice-President, Finance, and Vice-President, Treasury and Corporate Investments.

 

John D. Steep is currently the President of S Factor Consulting Inc. Prior to retiring in 2002, Mr. Steep spent over 30 years in the financial services business and retired as a Senior Vice-President at a major Canadian chartered bank.

 

Gordon A. M Currie is the Executive Vice President, Secretary and General Counsel of George Weston Limited, which he joined in 2005. Prior to that, he was the General Counsel of Direct Energy, the North American subsidiary of Centrica plc. Prior to that, he was a partner at Blake, Cassels & Graydon LLP, specializing in securities law, having joined the firm in 1983.

 

To view a copy of the Independent Review Committee Report click here.

ABOUT 

200 Front Street West

Suite 2510, P.O. Box 51

Toronto, Ontario M5V 3K2

 Investor Relations: 1-877-478-2372 

 Local Investor Relations: 416-304-4443

 Main telephone: 416-304-4440

 Fax: 416-304-4441

 

Questions may be directed to 

info@quadravest.com

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