+Kalvin Baim, CPA, CFA | Analyst, Institutional Equity Research | Oil & Gas
Kalvin Baim, CPA, CFA | Analyst, Institutional Equity Research | Oil & Gas
Education: B.Comm (Distinction), University of Calgary, 2014; CPA (2017); CFA (2024).
Experience: Joined Cormark in December 2024. Previously Specialist, Investment Appraisal & Portfolio Management at Cenovus Energy. Prior to that, held roles in Equity Research at Stifel FirstEnergy and Audit & Assurance at KPMG LLP.
+Nicholas Boychuk, CFA | Analyst, Institutional Equity Research | Alternative Energy Industrial Technology
Nicholas Boychuk, CFA | Analyst, Institutional Equity Research | Alternative Energy Industrial Technology
Education: Chartered Financial Analyst, CFA Institute, 2017. BComm, Ryerson University, 2013.
Experience: Joined Cormark in December 2019. Previously a Senior Investment Analyst at Dancap Family Investment Office. Prior to that held positions at RBC Global Asset Management and RBC Royal Bank.
+Mark Deriet, CFA, CMT, MA Economics | Analyst, Institutional Equity Research | Quantitative & Technical Analysis
Mark Deriet, CFA, CMT, MA Economics | Analyst, Institutional Equity Research | Quantitative & Technical Analysis
Education: B.Comm, University of Toronto, 1993; M.A. Economics, University of Ottawa, 1995; Chartered Financial Analyst, Association for Investment Management and Research, 1998; Chartered Market Technician, CMT, 2004.
Experience: In the investment business since 1996; with Sprott / Cormark Securities since 2006. Previously with Scotia Cassels Investment Counsel since 1999.
+Nicolas Dion, CFA, M.Sc. | Analyst, Institutional Equity Research | Mining
Nicolas Dion, CFA, M.Sc. | Analyst, Institutional Equity Research | Mining
Education: BBA, Wilfrid Laurier University, 2013; M.Sc. (Finance), Queen's University School of Business, 2014; Chartered Financial Analyst, CFA Institute, 2017
Experience: Joined Cormark in July 2017. Previously an associate analyst at Hamilton Capital Partners. Prior to that, had internships at TD Securities and Waratah Advisors.
+Gavin Fairweather, CFA | Managing Director, Co-Head of Institutional Equity Research
Gavin Fairweather, CFA | Managing Director, Co-Head of Institutional Equity Research
Education: BComm, Finance, Dalhousie University, 2009, CFA.
Experience: Joined Cormark in 2012. Previously worked in the institutional sales group at TD Asset Management.
+Jeff Fenwick, M.Phil, MBA | Managing Director, Co-Head of Institutional Equity Research
Jeff Fenwick, M.Phil, MBA | Managing Director, Co-Head of Institutional Equity Research
Education: Hons. BA, University of Guelph, 1996; M.Phil., University of Cambridge (U.K.), 1997; MBA, Richard Ivey School of Business, 2004.
Experience: Joined Sprott / Cormark in 2006. Previously with CIBC World Markets (Commercial Banking) and Purolator Courier (Strategy & Corporate Development).
+Shannon Gill, M.Sc., P.Geo | Analyst, Institutional Equity Research | Mining
Shannon Gill, M.Sc., P.Geo | Analyst, Institutional Equity Research | Mining
Education: Masters of Science, Earth Sciences (Geology), Memorial University of Newfoundland, 2015 and Honours Bachelor of Science, Geological Sciences, Queens University, 2012
Experience: Joined Cormark in August 2022. Previously Senior Analyst, Investor Relations with Kinross Gold Corporation. Prior to that held positions as Senior Geologist in the Russian Far East, and Exploration Geologist in Nevada and Ontario with Kinross and St. Andrew Goldfields.
+Richard Gray, CFA | Director, Head of Mining, Institutional Equity Research | Mining
Richard Gray, CFA | Director, Head of Mining, Institutional Equity Research | Mining
Education: B.A.Sc. (Geological Engineering) University of Toronto, 1997; CFA Charter in 2004.
Experience: In the investment business since 1997; joined Cormark Securities in January 2010. Previously with Scotia Capital, Westwind Partners and Blackmont Capital covering the gold sector.
+Stefan Ioannou, Ph.D. | Analyst, Institutional Equity Research | Mining
Stefan Ioannou, Ph.D. | Analyst, Institutional Equity Research | Mining
Education: BASc (Mining Engineering) University of Toronto, 1998; PhD (Economic Geology) University of Toronto, 2004.
Experience: Joined Cormark in December 2016. Previously in Equity Research with Haywood Securities since 2003 (base metals analyst since 2006), and prior to that worked as an exploration geologist in Nevada and throughout the Canadian Shield.
+David McFadgen, CFA | Director, Institutional Equity Research | Communications, Gaming & Cryptocurrency
David McFadgen, CFA | Director, Institutional Equity Research | Communications, Gaming & Cryptocurrency
Education: HBA, University of Western Ontario, CFA.
Experience: Joined Sprott / Cormark Securities in January 2003. Previously with National Bank Financial, HSBC Securities (Canada), Griffiths McBurney & Partners and Marleau Lemire.
+Kyle McPhee, CFA | Analyst, Institutional Equity Research | Consumer, Healthcare, Agriculture & Special Situations
Kyle McPhee, CFA | Analyst, Institutional Equity Research | Consumer, Healthcare, Agriculture & Special Situations
Education: BComm. (Honours), Queen's University, 2007; Chartered Financial Analyst, CFA Institute.
Experience: Joined Cormark in 2011. Previously with NCP Northland Capital Partners in Equity Research and Scotia Capital in Investment Banking.
+David Ocampo | Analyst, Institutional Equity Research | Transportation & Industrial Products
David Ocampo | Analyst, Institutional Equity Research | Transportation & Industrial Products
Education: BBA, Wilfrid Laurier University, 2011; Has passed all three levels of the CFA program.
Experience: Joined Cormark in June 2015. Previously with Gavin Management Group as an Investment Analyst.
+Lemar Persaud, CPA, CFA | Analyst, Institutional Equity Research | Financial Services
Lemar Persaud, CPA, CFA | Analyst, Institutional Equity Research | Financial Services
Education: Accounting and Financial Management Co-Op, Math Minor, University of Waterloo 2008; Master of Accounting, University of Waterloo, 2008; CPA in 2010; CFA in 2012
Experience: Joined Cormark in August of 2020; Previously with Scotiabank (Investor Relations); TD and Canaccord Genuity (Equity Research)
+Jesse Pytlak, CFA | Analyst, Institutional Equity Research | Special Situations
Jesse Pytlak, CFA | Analyst, Institutional Equity Research | Special Situations
Education: B.Comm (Hons), McMaster University, 2007; MFin, Queen's University School of Business, 2013.
Experience: Joined Cormark in 2013. Previously with Ewing Morris & Co. Investment Partners and State Street.
+Sairam Srinivas, MBA | Analyst, Institutional Equity Research | Real Estate and REITs
Sairam Srinivas, MBA | Analyst, Institutional Equity Research | Real Estate and REITs
Education: Sai holds a B.Com (Hons.) and MBA (Finance) degrees from Sri Sathya Sai University in India and an MBA from the Richard Ivey School of Business here in Canada.
Experience: Sai began his career with Ernst and Young where he spent six years advising clients on projects ranging from purchase price allocations to M&A, with a focus on Real Estate and Infrastructure. Subsequently, he joined BMO Capital Markets as an Equity Research Associate in 2017, focusing on Real Estate, covering a wide range of REITs and REOCs, before joining Cormark in January 2021 as our Real Estate and REITs Analyst.
+Brent Watson | Analyst, Institutional Equity Research | Oil & Gas
Brent Watson | Analyst, Institutional Equity Research | Oil & Gas
Education: B.A., University of Calgary, 1998.
Experience: In the investment business since 1998; with Sprott / Cormark Securities since 2001. Previously with Peters & Company Limited and Nexen Inc.
+MacMurray Whale, Ph.D., P.Eng. | Strategist - Environmental Sustainability , Institutional Equity Research | Industrial Technology
MacMurray Whale, Ph.D., P.Eng. | Strategist - Environmental Sustainability , Institutional Equity Research | Industrial Technology
Education: B.A.Sc. University of Toronto, 1990; S.M. Mechanical Engineering, MIT, Cambridge, MA 1992; Ph.D. Mechanical Engineering, MIT, Cambridge, MA, 1997; Diplome en Gestion (MBA), College des Ingenieurs, Paris, France; P.Eng., APEGBC, 2001.
Experience: In the investment business since 2001; joined Sprott / Cormark Securities in February 2004, previously with National Bank Financial; Assistant Professor of Mechanical Engineering, University of Victoria, 1998-2001.