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Team

Robert Sneddon, CIM
President, Founder
Chief Portfolio Manager

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”.

Jeff Parent, B.Eng, CIM, FCSI
Senior Portfolio Manager

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 and financial planner. His portfolio management techniques incorporate proprietary quantitative and technical methods developed over a twenty year period. He has appeared 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, current president of the Kiwanis Mississauga Club, volunteer member of Scouts Canada and citizen of the Métis Nation.

Jon Vialoux
Associate Portfolio Manager

Jon Vialoux, co-founder of Tech Talk, is a former Research Analyst at Horizons Investment Management, Inc where he offered advice to the Horizons Seasonal Rotation ETF (HAC). He is the author and founder of EquityClock.com, which offers the largest source of seasonal profiles for investments on the Internet. Mr. Vialoux is also co-creator of the financial resource Web site, TimingTheMarket.ca, which offers technical, fundamental, and seasonal analysis of the markets. Jon’s market analysis and commentary has been published in the Financial Post, Globe and Mail, Toronto Star, and a number of electronic media sources, such as SeekingAlpha.com and GlobeInvestor.com. He is also a frequent presenter on Business News Network (BNN) Television. Previously, he provided analysis for State Street Global Advisors.
Jon Vialoux is a Summa Cum Laude graduate of the Honours Bachelor of Commerce program at McMaster University and is the recipient of a number of Honours Certificates from the Canadian Securities Institute.

Grahame R. Lyons
Independent Research Analyst, Seasonal Advantage Portfolio

Grahame is a mutual fund and Exchange Trade Fund (ETF) industry pioneer leading in the growth and origination of many large well-known Canadian investment funds over the past 25+ years. His industry experience includes senior and executive roles at Fidelity Investments, Strategic Value Corp, Loring Ward Investment Counsel, Barclays Global Investors (iShares) and Claymore Investments. A member of the SAP’s investment committee since May 2020, Grahame contributes on ETF selection, global macro market insights, and adherence to the multi-layer SAP portfolio management process. As an ETF expert, Grahame is project leader of a potential ETF launch and wider industry broadcast of the SAP separately managed account model at CastleMoore. He received a Bachelor of Administrative and Commercial Studies from the University of Western Ontario. Grahame is President of Arbutus Partners, a leading third-party marketing distribution company focused on high quality undiscovered Canadian asset managers with unique investment strategies.

Jaya Rajan
Financial Administration

Jaya is responsible for the financial oversight of the firm, including accounting and supplier and contractor relationships, as well as, client account administration.