Key People

 

Edwin Rott - Chief Executive Officer and Chief Compliance Officer

Edwin brings over 20-years of investment industry experience to the Company. Having started his career in banking, he joined the alternative investment business and steadily progressed into a seasoned senior executive. Edwin’ developed expertise in areas such as sales, investor relations, financial management, and especially compliance. Most recently he was with Prime Quadrant Corp. and Niagara Capital Partners Ltd.

Edwin is a graduate of the University of Toronto with a Bachelor of Arts degree, Major in Economics and Minor in Russian. He also has completed a series of professional courses and examinations.

Geoff Taylor – Chief Investment Officer: Portfolio Manager, Asset Management & Private Wealth

Geoff has over 30-years of financial industry experience, ranging from portfolio management, retail brokerage, regulatory compliance to banking, with rich experience in options and derivatives. Geoff graduated from the University of Western Ontario, and holds the Chartered Financial Analyst and Chartered Investment Manager designations.

Mukesh Daddar – Advisor: Portfolio Manager, Asset Management & Private Wealth

Mukesh has over two decades of experience in the financial services industry, being involved with client relationships, investment research and portfolio management. At Q Cantar, Mukesh will continue with his relationships with investment advisors and clients, while having primary portfolio management responsibilities for Q Cantar’s fixed income investments, as well as private fixed income and equity investments. Additionally, Mukesh is involved with portfolio modeling and managing high net worth managed accounts.

Muneeb Muzaffar – Associate Advisor: Portfolio Manager, Asset Management & Private Wealth

Muneeb has worked in multiple roles within asset management and finance. Prior to QVest, Muneeb worked on the client portfolio management team at TD Asset Management Inc. (TDAM), with approximate assets under administration of $407 billion at the time. He also had exposure in a variety of positions which included portfolio strategy, planning and presentations, business development, and consulting. Immediately prior to his role as AVP, Associate Portfolio Manager at QVest, he was an Investment & Equity Research Associate, supporting multiple research and portfolio management functions at QVest. This included portfolio strategies, modeling, and presentation, as well as reviewing and modeling client investment portfolios. Muneeb completed his Bachelor of Commerce (Honour’s) at Queen’s University Smith School of Business. In addition, Muneeb is a Chartered Investment Manager (CIM®), TD Scholar and has received awards from the House of Commons, Lieutenant Governor of Ontario, and YMCA Peace Medal for his community leadership.

Wesley Langlois – Senior Manager, Private Wealth

Wes has worked in the financial services sector for over two decades now and enjoys working within a team structure. He's easily approachable, organized, a good communicator, and enjoys being the point of contact. To this day, Wes still enjoys learning as much as he can by actively taking courses to increase his knowledge in all areas of investing and is an avid reader. He uses this knowledge to stay current in an ever-changing environment.

David Smith – Sr. Manager, Private Wealth & Asset Management

David is a dedicated and passionate business development and relationship manager with over 20 years experience. David has experience working with individual investors, high net worth client and financial advisors. He has been a wholesaler with several large mutual fund companies, investment counseling firms, and institutional asset management companies. He has experience working in the exempt market with issuers, dealers, and individuals.  David has a passion for investor education and risk management and believes clients are best served by having transparency and understanding of their investments.