Simone joined the organization in 2015. She leads the Institutional Business Development Team, and represents our asset management capabilities to a variety of institutional prospects and consultants.
Simone brings over 23 years of industry experience to this position. She has held client service roles at two major investment management firms, working with pension plans, foundations and endowments. Prior to joining the team she was in a Senior Consultant Relations and Business Development role. She was also a Defined Benefit Investment Consultant at a large consulting firm.
Simone graduated from Concordia University with a Bachelor of Commerce and is a CFA charterholder. Her memberships include the Toronto Society of Financial Analysts and the Chartered Financial Analyst Institute
Ed joined the firm in 1990 and moved to the asset management business in 1995. He leads the Scotia Institutional Client Service team and represents our asset management capabilities to clients, including pensions, foundations, corporations, First Nations and unions.
Ed graduated from the University of Toronto with a Bachelor of Science. He has completed the Canadian Investment Manager designation and is a CFA charterholder. He is a member of both the Toronto Society of Financial Analysts and the Chartered Financial Analyst Institute.