Retail Sales Team
Retail Sales Team | Picton Mahoney
The Picton Mahoney Retail Sales Team is committed to enabling advisors to build great client relationships. Weâ€™re here to help you differentiate your practice, build resilient investor portfolios. and serve as a trusted advisor to individual investors.
Partner and Managing Director, Head of Retail Business
Mike heads up the retail business at Picton Mahoney Asset Management. Prior to joining the firm, his financial services experience spans both large and boutique Canadian, U.S., and international wealth management firms. Mike has an M.B.A. from the University of Torontoâ€™s Rotman School of Business and a bachelorâ€™s degree from the University of Western Ontario. Mike also has achieved both the Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations. As an industry advocate, Mike currently sits on the National Conference Board of the Money Management Institute and contributes to hosting annual engagement forums that bring together the asset management and advisory communities in the pursuit of continuous improvement of products and services to investors.
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.
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.
Associate Vice-President, Retail Sales (ON)
Focusing on supporting advisors in Ontario, Henry joined Picton Mahoney Asset Management in January, 2020. Previously, he held roles at TD Wealth Management and RBC Financial Planning. Henry has a Bachelor of Economics degree from McMaster University and holds both the Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations.
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.
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 (CIMÂ®).
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 clientsâ€™ needs for wealth generation and protection.
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.
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.
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 Mahoneyâ€™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 AnalystÂ® (CIMAÂ®).
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.
Partner and Senior Vice President, Retail Sales (AB, MB)
Andrewâ€™s 20+ year investment career includes nine years at Standard Life Investments, five years at Raymond James and five years at Credential Securities. Heâ€™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 (CIMÂ®).
Partner and Director, National Accounts
Reed joined Picton Mahoney Asset Management in early 2020 as Director of National Accounts. Prior to joining us, Reed was with TD Securities, serving as Vice President on the firmâ€™s Institutional Equity Sales Desk in New York. Reed holds a MA (Hons.) in Management & Financial Economics from the University of St. Andrews.
National Accounts Associate
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.
Director, Portfolio Construction Consultation Service
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.
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.