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Emerge Canada Inc. Emerge Canada Inc.
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April 16th Q1 Review 2019

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Delivering Elite
Global Investment Management Managers
to Institutions and professional advisors.

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26 Wellington St. E, Suite 901, Toronto, ON, M5E 1S2 Phone: 1-833-EMERGEC E-Mail: marketing@emergecm.ca

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Maha Waseem
Marketing Associate

 

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 created marketing content for agencies on a freelance basis. In her free time, Maha enjoys catching up with family and friends, spending time in the great outdoors and experimenting in the kitchen.

Allison Langley
Marketing Manager
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.

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Desmond Alveres
Directeur Financier et le Directeur de L’exploitation
dalvares@emergecm.com

Desmond Alvares est le directeur financier et le directeur de l’exploitation d’Emerge. Il s’est joint à l’équipe d’Emerge en décembre 2018. La carrière de M. Alvares s’étend sur plus de 30 ans. Il a occupé des postes de direction auprès de KPMG et de l’OCRCVM dans les domaines de la prestation de conseils en matière de risques et de résilience, de la gestion de placements (banque privée, banque d’investissement, maisons de courtage, gestion de patrimoine et fonds communs de placement), de l’assurance et de la vente au détail (succursales bancaires, banque électronique, prêts commerciaux et personnels, cartes de crédit et prêts hypothécaires). M. Alvares est un professionnel de la finance, des opérations et des technologies de l’information, qui possède une importante expérience des affaires ainsi que de la gestion de projets et des finances. Il a obtenu un diplôme en génie mécanique au Queen Mary College de la London University, puis un MBA en finance, comptabilité et stratégie de Schulich School of Business à Toronto. M. Alvares réside actuellement à Toronto avec sa famille.

Lisa Lake Langley
Présidente et Chef de la Direction
llangley@emergecm.com

Lisa Lake Langley est présidente et chef de la direction d’Emerge Canada Inc. (Emerge). Elle possède plus de 30 années d’expérience dans le secteur de la gestion de placements. Avant de créer Emerge, Lisa a travaillé pendant plus de 20 ans à Toronto en tant que présidente et directrice de l’exploitation de First Asset Advisory Services, où elle a recueilli plus d’un milliard de dollars d’actifs. Elle a ensuite vendu l’entreprise. Elle a continué à travailler au sein de l’Organisme canadien de réglementation du commerce des valeurs mobilières (OCRCM) à titre de vice-présidente des services aux adhérents. Par la suite, Mme Langley est devenue directrice générale du développement de produits mondiaux pour Alliance Trust, en Écosse. De retour aux États-Unis, elle a obtenu le poste de chef de l’exploitation et associée chez Sandhill Investment Management, à Buffalo dans l’État de New York. Puis elle a créé la société Emerge, dans le but d’offrir du soutien aux gestionnaires de placements à l’échelle internationale. Mme Langley détient un baccalauréat en finances de la Loyola University au Maryland et elle est titulaire d’un MBA pour cadres de la School of Business Kellogg-Schulich. Elle réside actuellement à Williamsville, dans l’État de New York, avec sa famille et son chien Milo.

Mackenzie Wood
Agent de Marketing

Mackenzie Wood est agent de marketing chez Emerge. Il s’est joint à l’équipe d’Emerge en juin 2019. Diplômé magna cum laude du Buffalo State College, Mackenzie a obtenu un baccalauréat ès sciences en économie, avec concentration en finance. En tant qu’étudiant international originaire de l’Ontario, au Canada, il a joué pendant quatre ans au sein de l’équipe masculine de hockey sur glace du Buffalo State College. En 2019, il a reçu le prix de l’athlète scolaire masculin de l’année, et il a également été nommé au sein de la « State University of New York Athletic Conference Men’s Ice Hockey All-Conference Team ». M. Wood vit maintenant à Buffalo dans l’État de New York, mais il rend souvent visite à sa famille à Simcoe, en Ontario.

Mackenzie Wood
Marketing Associate

Mackenzie Wood is a Marketing Associate 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 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.

Carmen De PenaA
Analyste des Opérations

Carmen De Pena s’est jointe à Emerge en décembre 2019 en tant qu’analyste des opérations. Elle est titulaire d’une maîtrise en finance de la Hult International Business School à Cambridge, MA, d’une maîtrise en planification fiscale de l’Instituto Tecnologico de Santo Domingo (INTEC), et d’une licence en économie de la Pontificia Universidad Catolica Madre y Maestra (PUCMM) en République dominicaine. Avant de se joindre à Emerge, Mme De Pena a travaillé chez Inversiones Popular S.A., une importante société de courtage en République dominicaine, en tant qu’analyste des investissements, puis elle a été promue directrice adjointe des opérations. Elle s’est installée à Boston, Massachusetts, en 2016 pour poursuivre sa maîtrise, puis a continué à travailler pour State Street Corporation en tant que comptable gestionnaire de fonds. Elle réside actuellement à Toronto avec sa famille.

Carmen De PenaA
Operations Analyst

Carmen De Pena joined Emerge in December 2019 as the Operations Analyst. She holds a Master’s in Finance from Hult International Business School in Cambridge, MA, a Master’s in Tax Planning from Instituto Tecnologico de Santo Domingo (INTEC), and a Bachelor’s in Economics from Pontificia Universidad Catolica Madre y Maestra (PUCMM) in Dominican Republic. Prior to joining Emerge, Carmen worked at Inversiones Popular S.A., a leading brokerage firm in the Dominican Republic, as an investment analyst and she was then promoted to Sub Manager of Operations. Carmen moved to Boston, Massachusetts in 2016 to pursue her Master’s degree and then continued on to work for State Street Corporation as a Fund Accountant. Carmen currently resides in Toronto with her family.

Allison Langley
Coordonnatrice du Marketing
alangley@emergecm.ca

Allison Langley est la coordonnatrice du marketing chez Emerge. Elle s’est officiellement jointe à l’équipe d’Emerge en juin 2018. Dès la création d’Emerge, Mme Langley y a travaillé tous les étés, apportant son soutien aux conseillers, assistant à des conférences et contribuant à la création du cabinet. Avant de se joindre à Emerge, Mme Langley a obtenu un baccalauréat ès sciences en biologie de la Loyola University au Maryland, où elle a reçu la bourse du président. Elle a par ailleurs agi à titre de directrice musicale en chef de la radio WLOY Loyola et a été membre de l’équipe féminine d’aviron. Mme Langley a consacré une grande partie de ses étés au Erie County Medical Centre, à titre de chercheuse bénévole au sein du département d’oncologie et de chirurgie plastique de la tête et du cou. Mme Langley est originaire de Whitby, en Ontario, et réside maintenant à Williamsville, dans l’État de New York, avec son chien Milo.

Ming Yin Yeung
Directeur des Opérations
myeung@emergecm.ca

Ming Yeung s’est joint à Emerge en juillet 2019 en tant que gestionnaire de portefeuille et directeur des opérations. Il apporte à l’entreprise plus de 20 ans d’expérience dans le secteur. M. Yeung a commencé sa carrière en tant qu’analyste à la Banque Toronto Dominion, après quoi il a travaillé pour la Banque de Nouvelle-Écosse en tant que directeur principal de la conformité internationale. Avant de se joindre à Emerge, M. Yeung était directeur de la conformité régionale pour l’Asie à la Financière Manuvie à Hong Kong, où il supervisait le risque, la conformité, la réalisation des projets et les gestionnaires de portefeuille. Son solide parcours académique comprend un baccalauréat à l’Université de Toronto, un MBA à l’Université Dalhousie, et une licence en droit de la Osgood Hall Law School de l’Université York.

Ming Yin Yeung
Director of Operations
myeung@emergecm.ca

Ming Yeung joined Emerge in July 2019 as the Portfolio Manager and Operations Manager. Ming brings over 20 years of industry experience to the firm. Ming began his career as an analyst with Toronto Dominion Bank and then moved on to Bank of Nova Scotia as a Senior Manager in International Compliance. Prior to joining Emerge, Ming was a Director, Regional Compliance, Asia with Manulife Financial in Hong Kong where he oversaw risk, compliance, project delivery and portfolio managers. Ming has many successful educational endeavours, he has received his Bachelors from University of Toronto, MBA from Dalhousie University, a law degree from Osgood Hall Law School within York University.

Desmond Alveres
CFO & Director
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.

Lisa Lake Langley
President, CEO & Founder

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