Retail Sales Team
Retail Sales Team | Picton Mahoney
The Picton Mahoney Retail Sales Team is committed to enabling advisors to build great client relationships. We’re here to help you differentiate your practice, build resilient investor portfolios. and serve as a trusted advisor to individual investors.
M. Lynds est le chef des recettes de Picton Mahoney et membre du comité de la haute direction. Fort de près de trois décennies d’expérience dans le secteur de la gestion de patrimoine au Canada, M. Lynds est à l’avant-garde de l’innovation dans le marché financier de détail, dirigeant l’élaboration de produits et de services novateurs à l’intention des investisseurs de détail. Son acuité stratégique et son leadership exceptionnel font de lui un précieux porte-parole du secteur.
Depuis qu’il s’est joint à Picton Mahoney à titre de directeur général et chef des activités de détail en 2020, M. Lynds a joué un rôle essentiel dans l’élaboration des activités de vente de l’entreprise et dans la promotion de l’excellence du service. Auparavant, il a occupé des postes dans des entreprises de renom comme Iress Canada, Richardson GMP, Macquarie Private Wealth, Merrill Lynch, CIBC Wood Gundy et d’autres. Chez Richardson GMP, M. Lynds a dirigé la division Gestion de patrimoine à la suite de l’acquisition de Macquarie, où il a servi 200 professionnels en gestion du patrimoine et élaboré des modèles de services intégrés de gestion de patrimoine. Chez Macquarie, il a mis sur pied une équipe qui a contribué à une croissance substantielle des actifs sous gestion.
M. Lynds est titulaire d’une maîtrise en administration des affaires de la Rotman School of Business de l’Université de Toronto et d’un baccalauréat ès arts de l’Université Western. Il a obtenu le titre de Fellow de l’Institut canadien des valeurs mobilières (FCSI) et celui de gestionnaire de placements agréé (CIM).
Taylor joined Picton Mahoney Asset Management in April 2022 with a decade of industry experience. His most recent role was District Vice President of Sales at Fidelity Investments. Taylor has a Bachelor of Commerce (Finance) from McGill University and is a CFA charterholder.
Bobby Chandra
Associate Vice-President, Retail Sales (AB, MB)
Bobby comes to Picton Mahoney Asset Management (PMAM) with five years of industry experience. Prior to joining PMAM, he was an Associate at Manulife Investments, as well as held other roles such as Analyst at Scotiabank Global Markets. Bobby has an Honours Bachelor in Business Administration from Richard Ivey School of Business at Western University and has completed the Canadian Securities Course.
David Di Domizio
Partner and Vice President, Retail Sales (ON)
With a focus on working with our advisors in British Columbia, David joins Picton Mahoney Asset Management with over a decade of industry experience. In his last role, David was an Investment Advisor at Global Maxfin Capital. Prior to that, he held the role of Associate Investment Advisor at Hollis Wealth, Global Wealth Management, Scotiabank. David holds an Honours Bachelor of Finance from York University, and is an IIROC Platform Advisor.
Randy Edwards
Vice President, Retail Sales
Randy joined Picton Mahoney Asset Management in the fall of 2017 as an Inside Sales Associate. Prior to joining PMAM, Randy spent 17 years at Invesco Canada, serving as a Business Development Manager for 13 of those years. He was also a Marketing Associate at TD Waterhouse Financial Planning. Randy holds a Bachelor of Economics degree from Trent University, and is a Canadian Investment Manager (CIM®).
Aaron Ferrera
Partner and Senior Vice President, Retail Sales (ON)
Aaron has over 20 years of experience in the investment industry, beginning with GT Global in 1994, and including eight years at Synergy Asset Management and four years at Invesco. Aaron brings unique insight to building a robust advisory practice, drawing on his extensive experience in marketing, institutional services, and national accounts. Given his extensive background in asset management, Aaron is adept at partnering with advisors to find the best solutions for meeting their clients’ needs for wealth generation and protection.
Olivier Ha
Vice President, Retail Sales (QC, NB)
Olivier comes to Picton Mahoney Asset Management (PMAM) with nearly a decade of industry experience. Prior to joining PMAM, Olivier served as Regional Director at Russell Investments, and Investment Advisor Associate at Desjardins Securities. Olivier has an MBA from the Goodman Institute of Investment Management and is a CFA charterholder.
Todd Haibeck
Partner and Senior Vice President, Retail Sales (BC)
Todd comes to Picton Mahoney Asset Management with over two decades of industry experience. Some of his past roles include Senior Vice President at PIMCO Canada, Associate Advisor at RBC Dominion Securities, and Regional Vice President and Business Development Manager at TD Asset Management. Todd has a Bachelor of Arts (Finance & Economics) from the University of Western Ontario and is a CFA charterholder.
Scott Hickerson
Partner and Senior Vice President, Retail Sales (ON, Atlantic Canada)
Scott is a Partner and Vice President at Picton Mahoney Asset Management. Drawing on over two decades of experience in the industry and Picton Mahoney’s portfolio construction and authentic hedge expertise, Scott works with advisors to implement the best solutions for protecting and growing client wealth. Scott began his investment career at Franklin Templeton Investments in 1995 where he worked in client services, dealer services, and various sales roles before becoming Regional Vice President, Ontario. He holds a Bachelor of Arts (Psychology) from the University of Western Ontario and is a Certified Investment Management Analyst® (CIMA®).
Roy Jarmak
Vice President, Retail Sales (QC)
Roy comes to Picton Mahoney Asset Management (PMAM) with a focus on working with our French advisors. Prior to joining PMAM, Roy was a Financial Service Representative at CI Investments, and an Accountant Assistant at Solution Impo-Tax Inc. Roy has a Bachelor of Business Administration from the John Molson School of Business and is a CFA charterholder.
Andrew Milne
Partner and Senior Vice President, Retail Sales (AB, MB)
Andrew’s 20+ year investment career includes nine years at Standard Life Investments, five years at Raymond James and five years at Credential Securities. He’s held a range of roles, including Investment Advisor, Head of Mutual Fund Research, Head of Portfolio Services, and VP, National Accounts. He joined Picton Mahoney Asset Management in 2012, holds a BA in Economics and Environmental Studies from the University of Victoria and is a Chartered Investment Manager (CIM®).
Pawan joined Picton Mahoney Asset Management in November 2021 after holding multiple roles within the BlackRock organization (in Australia and Canada). He led the portfolio consulting services function within Blackrock’s Canadian iShares business, and prior to that, he was a portfolio manager in the Multi-Asset Strategies team within Blackrock’s Australian business. Pawan graduated from the University of Western Australia with a Bachelor of Commerce and Bachelor of Engineering with majors in Management, Investment Finance and Information Technology. Pawan holds the Financial Risk Manager designation and is also a CFA charter holder.
Hank Xiong
Associate, Portfolio Construction Consultation Service
Dedicated to providing portfolio analysis and consulting services to advisors, Hank joined Picton Mahoney Asset Management in 2021. Previously, he worked as a Quantitative Analyst at Canada Life and an analyst at OPTrust. Hank holds a Masters of Mathematical Finance from the University of Toronto.
National Accounts
Katie joined Picton Mahoney Asset Management in early 2022 as National Accounts Associate. Prior to joining us, she worked with Canaccord Genuity as an Investment Advisor. Katie has also demonstrated a proven track record of success across a diverse range of professional fields, including Actuarial Consulting, Aerospace Engineering, and Sustainable Architecture. She studied Business Management and Arts at the University of British Columbia, and carries a Business Operations Management Diploma from the British Columbia Institute of Technology.