Toronto

Toronto

1000 – 110 Yonge Street
Toronto ON M5C 1T4

Main:(416) 365-8000
Fax:(416) 365-8037

Branch Manager: Todd Doige

Toronto Advisor Directory

Ray Balaban

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Investment Advisor Toronto Direct: (416) 365-8010

Scott Barker

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Investment Advisor Toronto Direct: (416) 365-2002 Cell: (647) 501-0676

Alan Cheatley

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Investment Advisor Toronto Direct: (416) 365-8050

Roy D’Arcy

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Investment Advisor Toronto Direct: (416) 365-8011

Allan Day

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Senior Investment Advisor Toronto Direct: (416) 365-8038

Todd Doige

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Senior Vice President, Compliance & Branch Manager Toronto Direct: (416) 365-8060

Rob Gipson

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Investment Advisor Toronto Direct: (416) 365-8009 Cell: (416) 807-3423 Website: gipson.ca

Geoffrey Goad

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Senior Investment Advisor Toronto Direct: (416) 365-8019 Cell: (647) 234-7030

Robert Goodwin

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Investment Advisor Toronto Direct: (416) 268-8041

Derek Jansen

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Investment Advisor Toronto Direct: (416) 365-8008

Pamela Johnston

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Portfolio Manager and Investment Advisor Toronto Direct: (416) 365-9692

Ray Laxton

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Investment Advisor Toronto Direct: (416) 365-8016

Henry Leibowitz

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Investment Advisor Toronto Direct: (416) 365-8003 Cell: (647) 772-0770

David Liang

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Toronto Direct: (416) 365-8023

Doug Loe

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Managing Director and Analyst, Healthcare and Biotechnology Toronto Direct: (416) 365-9924

Michael Lorimer

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Managing Director, Healthcare and Biotechnology Toronto Direct: (416) 365-9961

John Nagel

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Managing Director, Preferred Shares Toronto Direct: (416) 365-8021
My Story

John is widely recognized as one of the top preferred share experts in Canada. Brendan Wood International ranked his departments #1 by for Quality of Research and #4 for Overall Coverage in Canada. His leadership has helped his firms rank in the top five by TSX trading in terms of value and blocks of preferred shares. Notably, John worked with OSFI and Faskens to create the Rate Reset Preferred Share and co-led the first issue of BNS Series 18 in March, 2008.

John has over 25 years of working with buy-side clients, sell-side dealers, CFOs and treasury and funding departments of public companies with respect to many structures of preferred shares in Canada. John has excellent relationships with major institutional accounts, the securities’ legal community, and with major corporate issuers he has worked with over the years. He has held leadership roles in sales, trading and research and has been an innovator in developing new preferred share products.

He has been a trustee with the Toronto Symphony Foundation, and a supporter of many of Canada’s leading arts organizations and for many years has been a director of the NATO Association of Canada. He is a former Vice-Chair of The National Youth Orchestra of Canada and served on its board for five years. John is also a member of the Institute of Corporate Directors.

Yu (Eric) Qi

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Investment Advisor Toronto Direct: (416) 365-8004

Joe Reina

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Investment Advisor Toronto Direct: (416) 745-4679

Donald M Ross

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Executive Chairman Toronto Direct: (416-365-8044

Grady Savage

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Investment Advisor Toronto Direct: (416) 365-8048

John Sharpe

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Executive Vice President & Director Toronto Direct: (416) 365-8006

Daniel Simon

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Investment Advisor Toronto Direct: (416) 365-7312

Gini Taboika

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Investment Advisor Toronto Direct: (416) 365-8014

Alex van’t Hof

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Vice President, Capital Markets Toronto Direct: (416) 365-8039

Eric West

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Portfolio Manager Toronto Direct: (416) 365-8025

Ronald R. White

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Investment Advisor Toronto Direct: (416) 365-8052 Cell: (647) 405-4606

Andrea Workman

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Portfolio Manager Toronto Direct: (416) 365-8053
My Story

Andrea brings to her clients over fifty years of investment experience – from her career debut in Paris, France in 1973 where she dealt with 150 of the largest European institutions investing on the New York Stock Exchange – to Canada, her home since 1977, where she has advised both individual investors and institutions.

On a personal note, Andrea was a competitive sailor for over twenty years. She also practiced and taught karate for more than thirty-five years and earned a fifth dan black belt. More recently, Andrea has become a competitive ballroom dancer.