TEAM
Grahame R. Lyons
Prior to founding Arbutus Partners, Grahame’s career includes being directly involved in the creation, development or distribution of numerous highly successful Canadian investment funds totalling several billion dollars, from Fidelity Investments, iShares from Barclays Global Investors and Claymore Investments in particular. He is responsible leading the Arbutus business plan to be a leading voice for emerging managers. Mr. Lyons also gained industry experience as a financial advisor and managing director responsible for over 50 staff at a publicly listed asset manager with two billion in assets under management.
Yves Rebetez, CFA
President, ETFinsight
President, Credo Consulting
Rocco Cicciarella
MBA, CIM, PFP®
I’ve returned to the wholesaling side after three years as VP of Sales at a cryptocurrency startup, which we successfully sold. It was a fun project, but I’m now very excited to be back working with advisors again.
Vartan
Semerjian
After 25+ years as St. Catharines based advisor at BMO Nesbitt, TD Wealth and IPC Securities, I have taken on a supporting role to expand advisor coverage at Arbutus Partners.
As a former advisor, I know first-hand how an advisory business keeps evolving and that there are always projects and issues to work on in the practice.
Ron Shporer
Independent Quebec financial wholesaler of investment vehicles based in Montreal
Expertise includes private debt, new issues, private placements and venture capital to retail and institutional investment professionals. Over $1.5 billion career assets raised.
Leyland
Gordon
Independent Fund Wholesaler – Specializing in non-index and alternative strategy solutions
Harris Choudhry – Intern
Finance & Analytics Student at UWO
Private Equity Analyst Intern at Withrow Park Growth
Geoff Bennett
Geoffrey Cher – Wildeboer Dellelce
a partner practising corporate and commercial and securities law with a focus on financial services, alternative assets and leads the firm’s digital economy initiatives (FinTech & Blockchain).
Jason Chertin – McMillan LLP
Partner, Investment Funds & Asset Management
Mike Jette – Drive Design
Drive Design is a highly efficient design team with over 27 years of experience in the design disciplines of brand identity, brand continuity, advertising and marketing as well as print, web and production management.
Andrew Jackson – North Shore Digital
an award-winning digital marketing agency
Richard Heft – EXT Marketing
As CEO of Ext. Marketing, Richard is responsible for the company’s strategy, culture, vision, revenue and operations.
Caroline Sawamoto – IR Labs
Caroline is a Principal and Co-Founder at irlabs
