Craig D. Basinger, CFA  
Chief Investment Officer, Portfolio Manager

Beginning his investment career in 1995, Craig Basinger has focused on investment strategy and managing Canadian and U.S. equity portfolios for Canadian investors. Craig believes that investment success begins with the big picture. If you are in the wrong sectors, the best stock picking in the world can’t save you. Craig spends a considerable amount of analytical energy on identifying economic expectations, allocating assets, and formulating sector views and style/quantitative tilts. He develops and tests these themes continuously. At the company level, he uses fundamental research in conjunction with a proprietary quantitative scoring system and technical analysis for entry/exit points. Craig’s multi-disciplined investment approach combines economics, early foundations in quantitative research and fundamental analysis.

 

 

James Price, CFA  
Portfolio Manager

Jamie is the Director of Investment and Advice at Richardson GMP. In this capacity, Jamie helps advisors and clients build portfolios and navigate a crowded universe of investment products. In addition, Jamie contributes the writing of our market commentaries, including the daily Launch Pad, to keep our advisors and clients well informed. Jamie graduated from Queen’s University with an Honours BA in Economics and Geography in 1997 and started in fixed income the same year working on the Bond Desk at First Marathon Securities, which was later acquired by National Bank Financial. Jamie joined First Associates in 2003, which evolved into Blackmont Capital and then Macquarie Private Wealth. He was appointed Vice President, Fixed Income, in 2005 and became a Chartered Financial Analyst charter holder in 2006. A year later, he was appointed Director of Fixed Income. Jamie’s experience in the bond world makes him well positioned to contribute to the macro strategy of the asset management team. Jamie Price, as a portfolio manager, is the lead manager of the Connected Wealth bond strategies

 

 

Chris Kerlow, CFA  
Portfolio Manager

Chris graduated from Saint Mary’s University with a Bachelor of Commerce Degree, double majoring in finance and entrepreneurship. He began his career with Scotia Asset Management in 2008 and had progressing roles before becoming a senior analyst in the Investment Consulting Group. Chris was awarded the Chartered Financial Analyst (CFA) designation in 2012. He brings a specialization in stock specific fundamental analysis. Analysing companies from the bottom up deriving fair value estimates and determining their relative attractiveness as either a stand alone investment or in a portfolio context. He is also a contributing member in the asset allocation and sector selection process.

 

 

Derek Benedet, CMT  
Research Analyst

Derek graduated from Wilfrid Laurier University with a Honours Bachelor of Business Administration degree with a finance concentration. He has worked for the past eight years in the investment industry in various roles for CIBC Wood Gundy, TD Wealth Management and most recently for GMP Securities Inc. Derek is a Chartered Market Technician (CMT), a designation for obtained through expertise in technical analyses and granted by the Market Technicians Association. He is also a Certified Financial Planner (CFP) and is also a Fellow of the Canadian Securities Institute (FCSI) holding the DMS (Derivatives Market Specialist) and FMA (Financial Management Advisor) designations. 

Derek brings a specialty in technical analyses and behavioral finance. He believes that careful study of historical price action can aid an investor to anticipate what is likely to happen in the future. Paying careful attention to momentum, market breadth, price patterns Derek identifies key support and resistance areas that brings a unique aspect to new idea generation and risk management in portfolio management.