About our team
 

Hilliard MacBeth, CIM, FCSI                                                                                         
Director, Wealth Management, Portfolio Manager

Hilliard's focus: Portfolio management, investment ideas, research and trading decisions

Hilliard provides financial guidance and portfolio management expertise to a small number of high-net-worth individuals and families. His involvement in the investment industry spans more than 36 years as a professional and 45 years as an investor.

Hilliard loves working with individuals and families to help them find a Pathway to Balance in all of their financial endeavors.

Currently Director, Wealth Management and Portfolio Manager with Richardson GMP Limited, he is a former Chairman of the Alberta division of the Investment Dealers’ Association of Canada. Hilliard attained the Fellow of Canadian Securities Institute (FCSI) designation in 1981, winning the John R. Kimber Memorial Award for the highest marks of any Canadian industry student. Hilliard heads the MacBeth Group, a team of four professionals.

Hilliard earned an Honours Bachelor of Arts in Economics from the University of Alberta (1971) and took post-graduate studies in macroeconomics at Queen’s University, Kingston, Ontario and studied at L’Universite de Grenoble, Grenoble, France. In 2007 he attended the Global Portfolio Managers’ Workshop at INSEAD near Paris, France. Hilliard visits conferences in Europe and the U.S. regularly, to continue to improve his understanding of the forces that make markets move.

He published his first book, “Investment Traps and How to Avoid Them” in 1999 with Prentice Hall Canada. That book alerted investors to the “buy high” trap of the dot-com bubble and explains in understandable prose how the individual investor can outperform the markets.

Hilliard’s latest book “When the Bubble Bursts: Surviving the Canadian Real Estate Crash” was released in March 2015. In it, he describes the Canadian housing bubble, the reasons why a serious correction is inevitable and provides strategies to help Canadians survive the coming disruption.

Hilliard lives in Edmonton with his wife Nancy. He enjoys skiing, heli-skiing, rowing, writing, duplicate bridge and golf, if he can find the time.

Remember to sign up for Hilliard's blog here!

Hilliard also presents on the Canadian Housing Bubble - if you're interested in booking Hilliard, please inquire today.

 

Jonathan MacLeod, B.COMM., CFA                                                                               
Portfolio Manager

Jon's focus: Portfolio management, research and wealth planning

Jon has been working in the investment industry for 15 years and has been investing for over 20 years. Currently, he is a portfolio manager with Richardson GMP Ltd.

Jon loves working with successful individuals and families using a team approach to help them manage their financial life. An important component of this approach is managing transitions, including transitioning to retirement and intergenerational wealth transfer.
He enjoys the intrinsic reward of working closely with clients toward finding a Pathway to Balance in their financial endeavors and helping them achieve their goals.

In 2003, Jon earned the right to use the globally recognized Chartered Financial Analyst (CFA) designation and is a member of the Edmonton CFA Society. The CFA program bridges the areas portfolio management, investment analysis and professional standards; and requires working experience in these fields.

Jon graduated from the University of Alberta in 1999 with a Bachelor of Commerce degree with distinction, majoring in Finance. He has completed several courses with the Canadian Securities Institute, including the Professional Financial Planning Course and Options Licensing Course and has earned two awards for academic achievement. He has been a Portfolio Manager since 2006.

Jon was born and resides in west Edmonton with his wife Joline and three children Owen, Dexter, and Elliot. He enjoys reading, live music and fitness having competed in several marathons and triathlons. He spends much of his time these days as a hockey dad and helping to coach kid’s sports teams and volunteers with Whitemud West Hockey Association.

 

Sarah Kelley                                                                                                               
Associate Investment Advisor

Sarah's focus: Client service coordination, tax reporting, and trade execution

Sarah has worked in the investment industry for 14 years. She is currently employed as an Associate Investment Advisor assisting Hilliard MacBeth and Jonathan MacLeod.

Sarah is an Investment Advisor and also has completed the Professional Financial Planner Course from the Canadian Securities Institute.

In her spare time, Sarah enjoys reading, travelling, and volunteering with the Centre for Family Literacy.

 

 

Kaitlyn Wietzel                                                                                                            
Associate

Kaitlyn's focus: Administration, account opening and client service

Kaitlyn has recently started in the investment industry. She is currently employed as an associate of the MacBeth group and has completed the Canadian Securities Course and Conduct and Practices Handbook.

Kaitlyn lives in Fort Saskatchewan and enjoys playing sports, singing and travelling.

Fraser Betkowski, B.Sc.                                                                                                
Associate Investment Advisor

Fraser's focus: Business development, trade execution and communication

Fraser recently joined the MacBeth Group as a Business Development Assistant. After completing his B.Sc. at the University of Alberta in 2007, he worked for over seven years in the pharmaceutical industry – first with Pfizer and then with Bristol-Myers Squibb. He brings with him sales and marketing experience that will aid in the growth of the MacBeth Group.

Fraser is active in his community through work with the Edmonton Community Foundation, Rotary Club of Edmonton Glenora and other volunteer commitments. He and his wife Laura enjoy reading, golf, cross-country skiing and road cycling.