Joe Canavan is an icon in the financial services industry with extensive experience as an executive, entrepreneur and venture investor. His most recent venture includes the ideation and creation of LOGiQ Asset Management. Joe has held the positions of Chairman and CEO of Assante Wealth Management and United Financial Corporation and CEO of Synergy Asset Management, a company he founded in 1997 (now part of CI Financial). Before Synergy, Joe launched GT Global (Canada) which quickly grew to a multi-billion dollar asset management company and Fund Company of the year before being sold to AIM Trimark. As Vice President, Director of National Sales, Joe helped build Fidelity Investment Canada from $60 million to $6 billion. Prior to founding LOGiQ Asset Management, Joe was Interim CEO and Chairman of the Children’s Aid Foundation, overseeing its restructuring and highly successful turnaround. Joe is a Board Director of the Fraser Institute, the National Arts Centre Foundation, Kids & Company, Brand Protect, Trails Youth Initiatives and the Next 36.
His outside investment interests are primarily focused on digital ventures including Wealthsimple, Borrowell, MILQ (a machine learning company), Itsme (a virtual reality company), Brand Protect (a cyber security firm) and Kira Talent, to name a few. Joe was awarded “Person of Influence of the Decade” during the 2004 Canadian Investment Awards, was honoured as Concordia University’s “Alumnus of the Year” in 2006, and was also the recipient of the Queen Elizabeth Diamond Jubillee II Medal in 2012. Joe completed a Bachelor of Business Administration, Business at Concordia University and holds an OPM, Business from Harvard Business School.
Mary Anne’s operational and strategic skills are key components in the execution of LOGiQ’s growth strategy. Her extensive background in corporate finance, operations and technology for the asset and investment management industry will drive business, deliver measurable bottom-line impact and position LOGiQ for financial longevity.
Prior to joining LOGiQ, Mary Anne served as CFO for the Ontario Retirement Pension Plan Administration Corp., where she was responsible for strategic financial planning and analysis, financial reporting, internal controls management, and related corporate service functions. She’s also served as SVP, Global Head of Operations and Data Management for the Investment Division and prior to that SVP, Chief Information Officer for Group Functions at Manulife Financial.
Mary Anne holds a Bachelor of Arts, Commerce and Economics, degree from the University of Toronto. She is also a Chartered Professional Accountant, Chartered Accountant, and holds the Chartered Financial Analyst designation.
Steve is currently Head, Global Partners, LOGiQ’s third party institutional investment management business and is part of the senior management team for LOGiQ Asset Management.
Prior to joining LOGiQ, through LOGiQ’s acquisition of the Global Advisor business line from Integra Capital, Steve was President and Chief Operating Office for Integra Capital Management Limited where he oversaw the day-to-day operations of the firm, led the sales team and oversaw the development of the Global Advisor business.
Steve was previously SVP at TD Waterhouse and with RBC Global Asset Management where he oversaw and developed the fee-based business lines, financial planning support, insurance support and discretionary portfolio management for the retail advisor channels.
Steve has been involved and played a leadership role in many charitable organizations including CODE, Oakville Galleries, the Duke of Edinburgh Awards, the Canadian Psychiatric Research Foundation and the United Way of Greater Toronto.
Steve has an HBA from Western and an MBA from Dalhousie University.
Stasha thrives on challenges that allow her to flex her critical thinking skills. It’s all about finding opportunities to work smart and create operational efficiencies. She’s dedicated more than 15 years to specializing in cash management, security settlements, and custodial management within the Canadian financial services industry and is an active member of IFIC’s Operations Working Group.
Stasha was previously AVP of Client Solutions and Account Management at CIBC Mellon. She also spent three years as Director of Operations at Canoe Financial, and 10 years overseeing State Street Bank and Trust’s custody operations within the Cayman Alternative Investments group.
Cathy Szathmary is a senior marketing communications professional with more than 20 years of experience in the financial services sector. She is responsible for all aspects of marketing, branding and corporate communications for LOGiQ. Cathy has led a number of award-winning marketing activities throughout her career and brings creativity and inspiration to the firm and the team that she manages.
As General Counsel of LOGiQ, Terence keeps a laser focus on managing LOGiQ’s regulatory and compliance risks, and oversees all legal functions at LOGiQ. He joined Front Street Capital in 2012, which was acquired by LOGiQ in December, 2016.
Prior to joining Front Street Capital, Terence was a partner specializing in corporate and securities law with Borden Ladner Gervais LLP. While there, he led transactional teams for securities offerings, and negotiated and prepared offering documents in connection with private placements and public offerings. Terence has also served as an adjunct professor at Osgoode Hall Law School.
Craig spearheads LOGiQ Asset Management’s sales efforts, bringing a quarter century of experience building best-in-class sales teams for investment fund companies. A creative problem solver and passionate leader, he draws upon extensive experience helping leading companies solve sales performance and execution challenges.
Over the course of his career, Craig’s forged partnerships with tens of thousands of investment advisors and has established a reputation for integrity, service and for setting and maintaining high standards of performance. Committed to delivering unparalleled service and support to all of LOGiQ’s distribution partners, Craig invites input on how his team can exceed your expectations.
Securities law restricts the sale of this product to Accredited Investors only. There are a number of ways investors may qualify as an accredited investor.
Please consult with your financial advisor to determine if you qualify.
Accredited Investor as defined in National Instrument 45-106:
(a) except in Ontario, a Canadian financial institution, or a Schedule III bank,
(b) except in Ontario, the Business Development Bank of Canada incorporated under the Business Development Bank of Canada Act (Canada),
(c) except in Ontario, a subsidiary of any person referred to in paragraphs (a) or (b), if the person owns all of the voting securities of the subsidiary, except the voting securities required by law to be owned by directors of that subsidiary,
(d) except in Ontario, a person registered under the securities legislation of a jurisdiction of Canada as an adviser or dealer,
(e) an individual registered under the securities legislation of a jurisdiction of Canada as a representative of a person referred to in paragraph (d),
(e.1) an individual formerly registered under the securities legislation of a jurisdiction of Canada, other than an individual formerly registered solely as a representative of a limited market dealer under one or both of the Securities Act (Ontario) or the Securities Act (Newfoundland and Labrador),
(f) except in Ontario, the Government of Canada or a jurisdiction of Canada, or any crown corporation, agency or wholly owned entity of the Government of Canada or a jurisdiction of Canada,
(g) except in Ontario, a municipality, public board or commission in Canada and a metropolitan community, school board, the Comité de gestion de la taxe scolaire de l’île de Montréal or an intermunicipal management board in Québec,
(h) except in Ontario, any national, federal, state, provincial, territorial or municipal government of or in any foreign jurisdiction, or any agency of that government,
(i) except in Ontario, a pension fund that is regulated by the Office of the Superintendent of Financial Institutions (Canada), a pension commission or similar regulatory authority of a jurisdiction of Canada,
(j) an individual who, either alone or with a spouse, beneficially owns financial assets having an aggregate realizable value that, before taxes but net of any related liabilities, exceeds $1 000 000, (j.1) an individual who beneficially owns financial assets having an aggregate realizable value that, before taxes but net of any related liabilities, exceeds $5 000 000,
(k) an individual whose net income before taxes exceeded $200 000 in each of the 2 most recent calendar years or whose net income before taxes combined with that of a spouse exceeded $300 000 in each of the 2 most recent calendar years and who, in either case, reasonably expects to exceed that net income level in the current calendar year,
(l) an individual who, either alone or with a spouse, has net assets of at least $5 000 000,
(m) a person, other than an individual or investment fund, that has net assets of at least $5 000 000 as shown on its most recently prepared financial statements,
(n) an investment fund that distributes or has distributed its securities only to (i) a person that is or was an accredited investor at the time of the distribution, (ii) a person that acquires or acquired securities in the circumstances referred to in sections 2.10 [Minimum amount investment], or 2.19 [Additional investment in investment funds], or (iii) a person described in paragraph (i) or (ii) that acquires or acquired securities under section 2.18 [Investment fund reinvestment],
(o) an investment fund that distributes or has distributed securities under a prospectus in a jurisdiction of Canada for which the regulator or, in Québec, the securities regulatory authority, has issued a receipt,
(p) a trust company or trust corporation registered or authorized to carry on business under the Trust and Loan Companies Act (Canada) or under comparable legislation in a jurisdiction of Canada or a foreign jurisdiction, acting on behalf of a fully managed account managed by the trust company or trust corporation, as the case may be,
(q) a person acting on behalf of a fully managed account managed by that person, if that person is registered or authorized to carry on business as an adviser or the equivalent under the securities legislation of a jurisdiction of Canada or a foreign jurisdiction,
(r) a registered charity under the Income Tax Act (Canada) that, in regard to the trade, has obtained advice from an eligibility adviser or an adviser registered under the securities legislation of the jurisdiction of the registered charity to give advice on the securities being traded,
(s) an entity organized in a foreign jurisdiction that is analogous to any of the entities referred to in paragraphs (a) to (d) or paragraph (i) in form and function,
(t) a person in respect of which all of the owners of interests, direct, indirect or beneficial, except the voting securities required by law to be owned by directors, are persons that are accredited investors,
(u) an investment fund that is advised by a person registered as an adviser or a person that is exempt from registration as an adviser,
(v) a person that is recognized or designated by the securities regulatory authority or, except in Ontario and Québec, the regulator as an accredited investor, or
(w) a trust established by an accredited investor for the benefit of the accredited investor’s family members of which a majority of the trustees are accredited investors and all of the beneficiaries are the accredited investor’s spouse, a former spouse of the accredited investor or a parent, grandparent, brother, sister, child or grandchild of that accredited investor, of that accredited investor’s spouse or of that accredited investor’s former spouse;