Larger clients have included:
Royal Bank of Canada
Putnam Lovell
TA Associates
Trimark
Jensen Investment Management
Legg Mason
Lloyd George Management
United Asset Management
Scudder Investments
Scudder Canada
La Caisse de depot et placement du Quebec
NAV CANADA
Integra Capital
Quorum Group of Companies
YMG Capital Management, Inc.
Pengrowth Management Limited
Kinnear Financial Limited
Royal Canadian Mint
Investment managers that I have introduced to major pensions, endowments and family offices have included:
K Capital Partners Offshore Fund
ValueQuest/TA, LLC
Apogee Gold Fund
ArcLight Energy Partners Fund I, L.P.
Holdun Investment Management Inc.
SciVest Alternative Strategies Inc.
Tullis – Dickerson Capital Focus III, L.P.
Jensen Investment Management
Brookfield SoundVest Capital Management Ltd.
NMF Asset Management
Venture Capital Fund of America
TIS Group, Incorporated
MayerCap, LLC
Investment Partners Fund
Lloyd George Management (HK) Limited