Mr. Sneddon is the firm’s Founder, President and Chief Portfolio Manager, and is responsible for the final investment decisions and investment thesis. A graduate of the University of Toronto, St. Michael’s College, his 23 year career in financial services began with London Life Insurance, followed by client asset management with Richardson Greenshields of Canada and Royal Bank of Canada, Dominion Securities. His investment education is extensive, culminating in the distinguished title of Fellow of the Canadian Securities Institute and is Past President of the Canadian Society of Technical Analysts. He has served on multiple boards of directors spanning business and industry to community outreach for “street kids”.
Mr. Parent has been in the investment industry since 1992. He began his career as an investment advisor and progressed to his current role as portfolio manager. His models incorporate proprietary quantitative and technical methods developed over a fifteen year period. He appears regularly on national TV, is a recognized author, public speaker and investment educator. Jeff has a degree in Engineering and is a Fellow of the Canadian Securities Institute. He is past president of the Canadian Society of Technical Analysts and an associate member of the Market Technicians Association.
Mr. Dubbeldam joined CastleMoore Inc. in 2011 from the sell side after six years at Dundee Wealth Management and is responsible for leading the trading and settlement at the firm, compiling and presenting relevant weekly and monthly market data for the investment committee, and guiding the experience for new clients to the firm. He has currently completed Level II of the Chartered Financial Analyst program. Mr. Dubbeldam is an honours graduate from the Sheridan School of Business, with a major in Business Finance and post-graduate specialty in Financial Planning. He is an active volunteer member in the high school-aged programs at his church, a program that performs local, international community based events, including outreach.
Mrs. Yuke is responsible for the financial oversight of the firm, and relationships with its suppliers and contractors. She is very involved in high-level Ontario amateur hockey.