Investment Team

   

David MacNicol

President and Portfolio Manager
(416) 367-3040 x222

david.macnicol@macnicolasset.com

vCard Contact

 

007-David-MacNicolDavid established MacNicol & Associates Asset Management Inc. in 2001, after an extensive 20-year career in the investment management business, working for Canada Trust, Cassels Blaikie, Connor Clark and Cumberland Asset Management. Although David has experience in all aspects of the investment markets, his areas of expertise include North American equities, offshore and international investing and research, Real Estate, Private Equity, Hedge Funds and similar alternative asset class strategies.

 

David is registered with the Ontario Securities Commission as a Portfolio Manager with full discretion. He has an Engineering Degree (Mechanical) from the University of Western Ontario, a Canadian Investment Management Designation and F.C.S.I. He is also a founding Board Member of the Hibiscus Fund for Hope at the Princess Margaret Hospital. In 2005, David helped establish The Yellow Bus Foundation. The objective of The Yellow Bus Foundation is to enrich the lives of children in Canada living with chronic illness and/or serious medical conditions as well as provide enriching opportunities for disadvantaged youth. Annually raising and distributing funds to a select group of registered Canadian charities will achieve these objectives. David has served as a Member of the Professional Conduct Committee for the Institute of Chartered Accountants of Ontario. David is Chairman of the Investment Committee of the Sigma Chi Canadian Foundation. He also sits on two Investment Committees for a religious organization overseeing almost $200 million in assets.

 

 

 

Ross Healy

Associate: Senior Portfolio Manager

 

 

rossRoss Healy began his investment industry career in 1965 as a securities analyst for Midland Osler Securities. He was later a co-founder of Sceptre Investment council, a leading Canadian money manager.
He became Director of Research at Merrill Lynch Canada, and during this time provided support to the late Dr. Verne Atrill, the theorist who decoded the mathematics underlying the Theory of Accounting Dynamics upon which the Strategic Analysis Corporation methodology is based. After supporting and collaborating with Dr. Atrill for many years, he joined SAC as Chairman and CEO.

 

Ross Healy is a past president of the Toronto CFA Society, and served on the board of the Financial Analysts Federation (now the CFA Institute) as Chair of the Financial Analysts Journal. He has served on the Financial Disclosure Advisory Board of the Ontario Securities Commission, and was a member of the Executive Committee of Trinity College, University of Toronto, chairing the Investment Committee.
He contributes investment analysis to print, radio, and television media, and appears regularly on Business News Network (BNN) and the Canadian Broadcasting Corporation (CBC).

Naima Egal

Manager, Client Services

 

(416) 367-3040 x226

naima.egal@macnicolasset.com

vCard Contact

 

002-Naima-EgalNaima is responsible for administrative duties at MacNicol & Associates including account opening and transfers, client inquiries, tax reporting and report preparation. Naima joined MacNicol & Associates in 2007 and has previous work experience in the financial industry bringing excellent client management and leadership skills to MacNicol. Naima holds an Honours Degree in Health and Society from York University.

 

In her spare time she loves to travel and see the wonders of the world. She also likes to hike, cycle and play basketball. Naima has also been involved in several health related community charities.

David Smith

Manager, Business Development

 

(416) 367-3040 x228

david.smith@macnicolasset.com

vCard Contact

 

David SmithAs Manager, Business Development, David is responsible for building and supporting new client relationships with individuals and financial advisors. By working closely with the Portfolio Management Team, David will help ensure that clients have a clear understanding of their investments by maintaining a consistent level of communication. David’s support of financial advisors will help them broaden the type investment solutions they can offer their clients while maintaining the integrity of their advisor/client relationship.

 

David has over 15 years of experience in the financial services industry. He has held positions as Regional Sales Director with several large mutual fund companies and more recently with a real estate operating company that specialized in U.S. multi-family real estate. David has a broad understanding of the investment industry, as he has worked directly with individual investors, investment advisors and portfolio managers. He has always been committed to helping his clients find the right solutions for their needs, and he brings that same dedication to MAAM. David is the Father of three sons and lives in Burlington. He grew up in California and is a long time Dodgers and UCLA Bruins fan.

Jordan Rosenberg

Manager, Business Development

 

(416) 367-3040 x231

jordan.rosenberg@macnicolasset.com

vCard Contact

 

Jordan RosenbergAs Manager, Business Development, Jordan is responsible for building and supporting new client relationships with individuals and financial advisors. By working closely with the Portfolio Management Team, Jordan will help ensure that clients have a clear understanding of their investment options by maintaining outstanding communication. Jordan’s support of financial advisors will help them broaden the type investment solutions they can offer their clients while maintaining the integrity of their advisor/client relationship.

 

Jordan has over 25 years of experience in the Financial Services Industry. Highlights include 9 years with a large Mutual Fund Company, 3 years consulting to Alternative Strategies and 10 years as a Business Coach to Financial Advisors. Jordan has a vast understanding of the industry. He is very Advisor Centric, customer service oriented and brings a healthy focus towards providing value.

 

Jordan is married to Annie and is a father to one son and two step girls. He lives in Oakville, Ontario. When not working, you can find Jordan running, boating, painting or spending time walking the trails with his 7 year old golden retriever.

Darren Rabie

Training & Coaching

 

darren.rabie@macnicolasset.com

 

Darren Rabie completed his Graduate Business degree at The Ivey School of Business (University of Western Ontario).
After 1 year at General Mills Canada as a Marketing Manager, Darren Rabie moved to Sydney Australia, from Toronto, and co-founded The Results Group – a b2b lead generation company.

 

In 2003, Darren Rabie sold off his shares of The Results Group & founded Focus America (www.focus-america.com), an “Outsourced Sales Manager” company working with small, b2b, owner-operated companies that need Sales Leadership.

 

Today, Darren & his team of 11 support 50+ active clients throughout North America and Darren himself continues to do many public & private coaching, speaking & training workshops.

 

Personally, Darren was born in Cape Town, South Africa but has lived in Toronto since 1977. He lives in Toronto with his wife and two children.

Norman Di Pasquale

Technical Support

 

011-Norm-DiPasqualeNorman has been solving computer problems since 1993. He co-ran a computer store from 1995-2001 where he honed his troubleshooting and networking skills. His certifications include Windows 95/98/XP/Server 2003, Netware 4, A hardware/software certification as well as a microelectronics diploma from George Brown College. En Vogue Computers was established in October 2002. With clients ranging from the film industry to retail, EnVogue has successfully implemented solutions for various clients with a focus on exemplary customer service.

 

Norm is married, lives in Toronto and recently welcomed his second child.

 

Mark Dormer

Controller

 

(416) 367-3040 x230

mark.dormer@macnicolasset.com

vCard Contact

 

rossMark’s responsibilities include overseeing the financial management and administration of the firm. Mark has been advising professional services organizations in these areas since 1987. In 2002 he joined and now heads a consulting group that provides a focus on interim financial management, profitability and strategic issues. He also holds a Bachelor of Science Degree in accounting and statistics from the University of Toronto.

 

Mark lives in Toronto, and enjoys outdoor activities with his wife and young son.

Joseph Pochodyniak

Portfolio Manager

 

(416) 367-3040 x225

joseph.pochodyniak@macnicolasset.com

vCard Contact

 

rossJoseph is a Portfolio Manager at MacNicol & Associates focused on Real Estate, Private Equity, Hedge Funds and alternative asset class strategies. Joseph has over fifteen years of professional experience in asset management and private investment counseling. Prior to joining MacNicol & Associates, Joseph was a Portfolio Manager with a Global Macro ETF strategist and a boutique style investment counseling firm focused on publicly traded dividend paying stocks.

Earlier in his career Joseph worked for a bank-owned investment counseling and asset management firm. Joseph is a CFA Charter holder (2005 and obtained his Derivatives Market Specialist and FCSI designations from the Canadian Securities Institute in 2006. Joseph is a graduate of the University of Toronto where he earned a B.Sc. in 1999.

Joseph lives in Toronto and is a part-time faculty member at the Centennial College School of Business where he teaches the investment funds course.

Brook Pickering

Portfolio administrator

 

(416) 367-3040 x223

brook.pickering@macnicolasset.com

vCard Contact

 

rossBrook is responsible for administrative duties with MacNicol and Associates. Specifically, she is responsible for document preparation, updating client information, and easing the process of new client accounts. Brook has recently graduated from Ryerson University with a Bachelor of Arts in Sociology and a minor in Criminology. She has experience with client relations, customer service, and administrative duties.

In her free time Brook enjoys hiking, paddle boarding, and baking. She is also a competitive equestrian in the discipline of 3-Day eventing. Brook has represented Canada winning both team and individual bronze medals at the North American Junior Championships.

ADVISORY COMMITTEE

David A. MacNicol, B.Eng. Sci, CIM, FCSI:

007-David-MacNicolDavid established MacNicol & Associates Asset Management Inc. in 2001, after an extensive 20-year career in the investment management business, working for Canada Trust, Cassels Blaikie, Connor Clark and Cumberland Asset Management. Although David has experience in all aspects of the investment markets, his areas of expertise include North American equities, offshore and international investing and research, Real Estate, Private Equity, Hedge Funds and similar alternative asset class strategies.

 

David is registered with the Ontario Securities Commission as a Portfolio Manager with full discretion. He has an Engineering Degree (Mechanical) from the University of Western Ontario, a Canadian Investment Management Designation and F.C.S.I. He is also a founding Board Member of the Hibiscus Fund for Hope at the Princess Margaret Hospital. In 2005, David helped establish The Yellow Bus Foundation. The objective of The Yellow Bus Foundation is to enrich the lives of children in Canada living with chronic illness and/or serious medical conditions as well as provide enriching opportunities for disadvantaged youth. Annually raising and distributing funds to a select group of registered Canadian charities will achieve these objectives. David has served as a Member of the Professional Conduct Committee for the Institute of Chartered Accountants of Ontario. David is Chairman of the Investment Committee of the Sigma Chi Canadian Foundation. He also sits on two Investment Committees for a religious organization overseeing almost $200 million in assets.

 

John Francis, M.B.A.:

johnfrancisJohn Francis has over 15 years of experience in the investment and business community. Mr. Francis began his career in New York in 1986 in the Mergers and Acquisitions department at Goldman Sachs. He remained there until 1988 when Mr. Francis moved to Los Angeles to work for David Murdock, a member of the Forbes 400. Murdock’s companies included Pacific Holding Co., Dole Food Co. and Castle and Cooke Inc. Mr. Francis worked on mergers, acquisitions and other investments inside these various companies. In 1990, Mr. Francis returned to Toronto to become Vice President of Trader Media Corporation, a company founded by John’s father Bill Francis in 1975. Mr. Francis’ role was to integrate several acquisitions, which materially changed the scale of Trader Media by expanding the operation into all major Ontario markets. Mr. Francis was made President and CEO of Trader Media Corporation in 1994. Mr. Francis is an undergraduate of distinction from the Ivey School of Business at the University of Western Ontario.

James W. V. Craig, Q.C., L.L.B:

jamescraigJim Craig practiced law for over 45 years with the firm of Ayelsworth Thompson Phelan O’Brien, specializing in banking and real estate law. He was part of a group that developed the accepted precedent for condominium documentation when condominium law was introduced in Ontario. Mr. Craig was appointed a Queen’s Counsel in 1974. Mr. Craig’s career has largely been focused on acting for The Royal Bank of Canada. He has been called upon to act on both real estate financings and restructurings and has lectured on aspects of banking law throughout his career. Mr. Craig is a member of the Law Society of Upper Canada, the Ontario Bar Association and the Canadian Bar Association. Mr. Craig obtained his Bachelor of Arts from Queen’s University and obtained his formal legal training at Osgoode Hall. Mr. Craig is involved in the The Yellow Bus Foundation as well as the Salvation Army, the Heart and Stroke Foundation, the Kidney Foundation and the Civic Garden Centre.

 

Ian M. Hull, L.L.B.

IanHullIan Hull has been practicing law for over 12 years. He began his career practicing general Commercial Litigation at Koskie Minsky. In 1992, Mr. Hull joined Dingwall McLaughlin, a firm specializing in Estate, Trust and Capacity Litigation as counsel to the firm. As well, in 1992 Mr. Hull became a partner in Hull and Hull continuing with Estate, Trust and Capacity Litigation. In addition, Mr. Hull is a frequent lecturer of the Bar Admission Course and guest lecturer for the Canadian Bar Association and the Law Society of Upper Canada. Mr. Hull obtained his Honours Bachelor of Arts from The University of Western Ontario and his law degree from The University of Windsor in 1988. In addition, Mr. Hull is a member of the Canadian Bar Association, Metropolitan Toronto Lawyers Association, The Advocates’ Society, Editorial Advisory Board of the Canadian Estate Administration Guide, Executive of the Trusts and Estates Section of the Canadian Bar Association – Ontario, Metropolitan Toronto Lawyers Association (Trustee), Halton County Law Association, Associate Editor on the Editorial Board for the Estates and Trusts Reports and the Society of Trusts and Estates Practitioners. Mr. Hull is the author of several textbooks and reports regarding Estates and Trust.

Bill Saunderson

billMr. Saunderson began his career with Clarkson, Gordon & Co (now Ernst & Young). In 1971 he co-founded Sceptre Investment Counsel Limited where he was a Senior Partner for the next 24 years. In 1995 he was selected as a member of the Ontario Legislature. Between 1995 and 1997 he served as Minister of Economic Development, Trade and Tourism. From 1997 to 2005 he was Chairman of Ontario International Trade Corporation. Mr. Saunderson has extensive experience as a Board Member. He is currently Chair of ROI Fund Inc, Canadian Osteopathic Education Trust Fund, Anglican Diocese of Toronto Investment Committee, Trinity College “Strength to Strength” Endowment Campaign, Shaw Festival Endowment Foundation Investment Committee and University of Toronto School Foundation. Also he is a Board Member of the Toronto Symphony Orchestra and Vice-Chair of the University of Ottawa Pension Fund Investment Committee. Mr. Saunderson is a Chartered Accountant and holds a Bachelor of Arts from the University of Toronto. He is a Fellow of the Ontario Institute of Chartered Accountants and a recipient of its Award of Outstanding Merit. He also holds Honorary Doctorate from the University of Ottawa and Trinity College (University of Toronto). He is a retired officer of the Royal Canadian Navy.

 

Peter J. Buchanan, M.B.A, CMC

PeterPeter Buchanan is seen and recognized as a leader and innovator in the fields of executive coaching and management and leadership development. He has spent in excess of 20,000 hours coaching and mentoring hundreds of senior executives, business owners, CEO’s and Presidents. He has spent the last 25 years helping clients become more effective leaders, aiding organizations in reaching the next level, and helping people lead more meaningful lives. Through his career he has been a Senior Vice President of Extendicare Ltd, a Partner of Bobele Buchanan & Associates, a Senior Consultant for Wood Gordon & Co., and a Director with Sovereign Security Systems Ltd. He is currently the Founder and Best Practice Chairman for TEC (The Executive Committee) as well as the President of Managing Transitions Ltd. for the past 30 years. He has received numerous awards from TEC including, Chairman of the Year in 2008 and 2010and the 50th Anniversary TEC/Visage Leadership Award.

 

Mr. Buchanan completed an MBA from the University of Western Ontario and has his Certified Management Consultant (CMC) designation. Peter’s teaching experience includes designing and teaching leadership in the MBA program for Royal Roads University in Victoria, British Columbia.

 

Twitter IconVisit Our LinkedIn Page