April 2019

Todd Riley

Director of Investment Management Services,

Western Canada

Todd Riley is a seasoned professional with over 25 years in the financial industry. He started his career at BMO Nesbitt Burns in Vancouver and went on to work as a VP of Sales and Marketing for several Mutual Fund companies as well as one of the oldest Venture Capital firms in technology startups. Todd has completed the Canadian securities course as well as the Conduct and handbook course, the Mutual Funds course. Todd is a graduate of both Concordia University and the Sauder School of business with a diploma as a Mortgage Broker. Todd is an avid skier in the winter on the slopes as well as a water skier in the course in the summer. Todd and his wife Maureen live in BC spending time with their kids and long walks with our two Aussi Shepheard.

Hoyt Lui

Hoyt Lui is the Operations Analyst at Emerge Canada Inc. Prior to joining Emerge, Hoyt conducted various quantitative projects to create trading and investing strategies. Before then, he worked at Scotiabank Global Banking and Markets, supporting P&L analysis, balance sheet reconciliation and settlement of securities in the bank’s global investment portfolios.

Hoyt received his Master of Finance from Queen’s University, and a BA in Economics from the University of Waterloo. He spends his spare time enjoying outdoor activities with his friends and family, working out at the gym, and geeking out over his next big projects.

Vanessa Ho

Sales Director, Ontario

vanessaho@emergecm.ca

Vanessa has prior institutional experience at Goldman Sachs and high net worth private banking experience at Credit Suisse. She understands the challenges that advisors face in the constantly changing macroeconomic landscape, and services and supports investment advisors and portfolio managers in Ontario and Quebec to grow their business.

Mackenzie Wood

Mackenzie Wood is the Advisory Services Manager at Emerge. Mackenzie joined the Emerge team in June 2019. Prior to joining Emerge Mackenzie graduated Magna Cum Laude from Buffalo State College where he achieved a Bachelor of Science degree in Economics with a concentration in Finance. As an international student from Ontario, Canada, he played for four years for the Buffalo State Men’s Ice Hockey team. Mackenzie was honored as the 2019 Male Scholar-Athlete of the year and was also nominated to The State University of New York Athletic Conference Men’s Ice Hockey All-Conference Team in 2019. Mackenzie now lives in Buffalo, NY, and often visits family in Simcoe, Ontario.

Allison Langley

alangley@emergecm.ca

Allison Langley is the Marketing Manager at Emerge. Allison joined the Emerge team officially in June of 2018. She has spent the summers working at Emerge since its inception; supporting advisors, attending conferences and contributing to the founding of the firm. Prior to joining Emerge Allison achieved a Bachelor’s of Science in Biology from Loyola University Maryland where she was the recipient of the Presidential Scholarship, Head Music Director of WLOY Loyola Radio and a member of the women’s rowing team. Allison has dedicated much of her summers to Erie County Medical Centre where she was a research volunteer in the Head & Neck Oncology and Plastics Department. Allison splits her time between Toronto and Buffalo while spending time with her dog, Annie.

AVIPSHA MITRA

VP of Product Development & Risk

Avipsha Mitra is the Vice President of Product Development and Risk Management at Emerge Canada Inc. Avipsha has over 13 years of experience in the financial industry.

Prior to joining Emerge Canada, she worked at The Northern Trust Company where she held various leadership positions and worked with institutional investors and asset managers, globally. Her experience spans across client servicing and product solutioning, managing operations and financial accounting.

Avipsha completed her Bachelor’s degree as well as Masters in Accounting and Finance from Indian Institute of Management, Kozhikode. She has also advanced her education on Design Thinking – Innovation of Products and Services from Massachusetts Institute of Technology.

Avipsha enjoys travelling and high altitude trekking. She has successfully completed five treks in the Himalayan region.

Lisa Lake Langley

llangley@emergecm.com

Lisa Lake Langley is the CEO & President of Emerge Canada Inc. Lisa has over 30 years of investment management industry experience. Prior to founding Emerge, Lisa has worked globally in the financial industry, she worked for over 20 years in Toronto as the President and COO of First Asset Advisory Services where she raised over a billion in assets, and successfully sold the company. She then continued on to work with the Investment Industry Regulatory Organization of Canada (IIROC) as the Vice President of Member Services. Following this Lisa became the Managing Director of Global Product Development for Alliance Trust in Scotland. Lisa then moved back to the United States where served as the COO and Partner for Sandhill Investment Management in Buffalo, NY. She founded Emerge to provide global support to investment managers.

Currently the only female majority owner of a fund/ETF company in Canada, Lisa Langley was named ‘CEO of the Year’ by the 2021 Wealth Professional Awards (WPAs).

She graduated with a BA in Finance from Loyola University Maryland and received her Executive MBA from Kellog-Schulich School of Business Program.

KAREN CHEN

Marketing Intern

Karen Chen is a current Publishing graduate student at Centennial College and a recent graduate of Wilfrid Laurier University with a Bachelor’s in Business Administration, specializing in Marketing. She has experience in communications, content writing, and marketing – anything creative is right up her alley! When she’s not working or studying, you can find her exploring new restaurants, going to see live music, or spending time outdoors.

Maha Waseem

Maha likes to call herself an avid researcher and a lover of all things marketing. She holds a Master’s in Management with a focus on Marketing from Ryerson University and a Bachelor’s in Advertising, PR and Media from Middlesex University. Prior to joining Emerge, Maha worked in the education sector as a researcher and a marketer. She also creates marketing content for agencies on a freelance basis. In her free time, Maha enjoys spending time in the great outdoors, catching up with loved ones, and experimenting in the kitchen.

MOHAMMAED UJJAINWALA

Operations Analyst

Mohammed is a CFA charterholder and a certified FRM. He has his Bachelors and Masters in Commerce from Mumbai University. Prior to joining Emerge, Mohammed worked with with Fairstone Financials as a Sr. Financial Analyst and with Morgan Stanley’s Product Control Team where he analyzed the drivers of P&L and performed attribution analysis of portfolios. He also worked at SS&C GlobeOp’s where he performed valuations and independent price verifications of OTC Derivatives for Hedge funds. Mohammed loves travelling and adventure sports, is a self-proclaimed foodie and enjoys spending time with friends and family.

Desmond Alveres

dalvares@emergecm.com

MBA Finance, Accounting & Strategy, Schulich School of Business, Toronto

BEng Mechanical Engineering, Queen Mary College, London University, UK

Chartered Professional Accountant, Certified Management Accountant (CPA, CMA) with the Chartered Professional Accountant of Ontario

Chartered IT Professional (CITP), Member of British Computer Society (MBCS) with the Chartered Institute for IT

Desmond Alvares is the CFO & Operations Managers at Emerge Canada Inc. Desmond joined Emerge in December 2018. Desmond Alvares’ career spans well over 30 years. Desmond has held senior leadership roles in; KPMG Risk and Resilience Advisory, Investment Industry Regulatory Organization of Canada (IIROC), Investment Management (Private Banking, Investment Banking, Brokerage Houses, Wealth Management and Mutual Funds), Insurance and Retail (Branch Banking, Electronic Banking, Commercial and Personal Loans, Credit Cards, Mortgages). Desmond is a Finance, Operations and Information Technology professional with experience in Business, Project and Finance Management. He received a degree in Mechanical Engineering from Queen Mary College, London University and then received his MBA in Finance, Accounting & Strategy from the Schulich School of Business in Toronto. Desmond currently resides in Toronto with his family.

April 16th Q1 Review 2019

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