Meet our team
Blake Dalton, CFA
Director, Wealth Management, Portfolio Manager
I have over 15 years of experience in the financial industry and have spent the majority of them administering the diverse investment and retirement needs of affluent Canadian families. Having completed industry licensing and financial planning studies, I hold the Chartered Financial Analyst (CFA) designation, widely considered the hallmark of investing excellence, and a degree in Economics and English from Queen’s University.
Over the years, I have developed a specialty of providing customized solutions for Chartered Accountants in auditing, accounting and M&A advisory businesses, who must comply with strict guidelines that forbid them from investing in companies for whom they provide services.
Katharine Dalton, CFA
Katharine is a dedicated Research Consultant with seven years of institutional equity research expertise at a leading global investment firm. Prior to that, she spent three years in investment banking, providing advice to corporate clients. She analyzes industry trends and companies' strategies, valuations, and management teams to provide superior investment recommendations for our clients.
Katharine has a B.Comm. from Queen's University and obtained her MBA from the University of Western Ontario. She also holds the Chartered Financial Analyst (CFA) designation. She volunteers with Junior Achievement, a world-recognized leader in the delivery of business education for young people, and as a mentor through several industry organizations.