Alan is our Portfolio Manager, Head of Fee-Based Products.  Alan has a MA in Economics from Queen's University, is a CFA Charterholder and carries the Accredited Investment Fiduciary designation.

His work experience includes seven years at the Bank of Canada in the Securities Policy Department, Bank of Montreal in Canadian and US fixed income (Toronto and London, England), and after moving to Vancouver in 1993, various investment dealer positions in research and discretionary money management, including the introduction of fee-based products to retail clients. 

Contact Alan: (604) 697-6135

Alan began in his career in the business in 1986. He became a Branch Manager in 1990, a Divisional Manager in 1994 and received his Portfolio Managers license at the same time. In 1999 he transferred to the Private Bank at BMO as Director of Investments and joined Haywood shorty after. Alan designs income and growth portfolios and prefers to work on a discretionary basis. Alan was educated at the University of Sydney and the University of Alberta.

Contact Alan: (604) 697-7142 | Assistant: Lisa Polonoski (604) 697-9305

Bernard joined Haywood in September 1999 and has over 30 years experience in the financial Industry. As well as an Investment Advisor, Bernard is also a registered Associate Portfolio Manager. He is a graduate of the University of Ottawa with a B of Sc. and maintains the designation of Professional Engineer of the Province of BC.

Contact Bernard: (604) 697-7407

Bob has been an Investment Advisor for over 20 years. He has helped clients reach their important financial goals, such as accumulating wealth for retirement, or saving for their children's university education. Bob believes in a process-driven approach and relies on a quantitative screening model to ascertain the most profitable areas to invest in for his clients.

Bob is licensed to work with clients in Ontario, Alberta, British Columbia and New Brunswick. Additionally, Bob holds his Series 7 license to work with US investors in most US states.

Contact Bob: (416) 507-2736 | Assistant: Andrew Houser (416) 507-2717

Brent has been in the investment industry for over 30 years and spent two decades on the institutional side of the industry providing solutions to Canadian and international investors.  Over the past 10 years, Brent has focused on individual investors, providing global experience and independent solutions to help affluent and business owners protect and simplify complex wealth issues with his straight-talking financial strategies.

Brent graduated from the University of Winnipeg with a BA in Business Administration. He is a Chartered Investment Manager (CIM) in Canada and, has been a Registered Representative with Haywood Securities (USA) Inc. since 2018.

In his free time outside of work, Brent enjoys fly fishing, woodworking, gardening  and golf.  He is also an avid sports car enthusiast.  Brent is married with two daughters ages 30 and 25.

Contact Brent: (416) 507-2772 | Visit Brent's Website

David started in the securities business in 1992 and joined the Toronto trading desk of McDermid St. Lawrence Securities in 1995 to work with his father, John Shemilt.  From there he continued to build a diversified retail client base which included retirement planning and financing junior Canadian public companies. To better serve his clients, he added his Portfolio Manager designation in 2016. David joined Haywood Securities in 2003, became Branch Manager of the Toronto Office and joined the Haywood Board of Directors in 2016.   Since 2015 David has been actively involved in board governance and board reform for both a community sport organization and a provincial sport organization.

Contact David: (416) 507-2700 | Assistant: Charmaine Leong (416) 507-2706

Greg has over 22 years experience in the financial services industry and holds a Bachelor of Arts, Honors Business Administration, from the Ivey Business School University of Western Ontario. He also holds the CIM designation and is an approved Portfolio Manager.

Contact Greg: (416) 507-2778  |  Todd Gibson (416) 507-2373

Martin joined Haywood in 2003 and has experience in sales & trading, investment banking and portfolio management. With over a decade of capital markets experience and a disciplined approach to risk management, Martin offers clients customized portfolio solutions on a discretionary managed basis, in addition to equity fundraising, execution and advisory services. Martin holds an MBA from Queens University and is a CFA Charterholder.

Contact Martin: (604) 697-7163  | Assistant: Aoife Coombs (604) 697-7102

Randal is an Investment Advisor & Associate Portfolio Manager with Haywood Securities Inc. He earned his Economics degree at the University of British Columbia in 1993, prior to working around the world in places like Austria, Switzerland, Australia and Chile, where he helped run the operations of a mining company. In 1997, he became an Investment Advisor, Professional Financial Planner and, in 2005, he became an Associate Portfolio Manager after obtaining his Chartered Investment Manager designation. Randal has been a Registered Representative with Haywood Securities (USA) Inc. since 2015. Randal specializes in Canadian equities, ranging from blue-chip dividend-payers to resource and technology growth stocks. His strong network provides him with qualified insight on assets, management teams and fund flows, which can give him and his clients a competitive advantage.

Contact Randal: (604) 697-7429 | Assistant: Justin Moorehead (416) 507-2773 | View Randal's Website

Steve joined Haywood Securities Inc. in 2010, with 14 years of investment firm experience in both trading and as an investment advisor in equities, fixed income and subsequently in derivatives. Steve holds a diploma in Financial Management from BCIT, has the CFA designation and is the options principle for Haywood Securities Inc. He has extensive experience in derivative risk control and, complex option & fixed income strategy implementation. More recently, Steve has been developing fixed income retirement solutions for client under an asset liability management (ALM) framework. Steve has been a Registered Representative with Haywood Securities (USA) Inc. since 2011.

Contact Stephen: (604) 697-7151 

Thomas began his career with Haywood in 1999 as Vice President & Investment Advisor. Today, as a registered Portfolio Manager, Thomas offers customized portfolio solutions on a discretionary managed basis and focuses on identifying attractive investment opportunities for his retail clients.

Contact Thomas: (604) 697-7403

Tom joined Haywood in 2010 with more than a decade of capital market experience.  He believes in building meaningful relationships with his clients built upon respect, trust, communication and exceptional customer service.  He creates customized strategic risk and portfolio management solutions for clients and provides companies assistance with equity financing and advisory services.

Tom is an Associate Portfolio Manager with a Chartered Investment Manager (CIM) designation and a certified Equities and Options Trader.  Tom and his team are fluent in English, French and Cantonese.

Contact Tom: (604) 697-6190 | Associate: Erica Tso (604) 697-7168

Tony Migliarese is the Branch Manager of Haywood's Calgary office and is credited with the development and growth of Calgary's retail sales team. Tony joined Haywood in February 2003, where he continued to build its already strong client base. He has been successful in taking many start-up companies to the public market. Prior to joining Haywood, Tony worked at Raymond James and its predecessor companies for nine years.

Contact Tony: (403) 509-1968 | Assistant: Allison Rivas (403) 509-1944 | View Tony's Website