MAC VAN WIELINGEN
Mac is a founder and director of ARC Financial Corp., a founder and former Chair of ARC Resources Ltd, and former Chairman of Alberta Investment Management Corporation. He is also founder and Chairman of Viewpoint Group, a private family-owned company, as well as Chairman of Viewpoint Investment Partners Corporation (Viewpoint), and President of Viewpoint Foundation, a private charitable foundation. In addition, he is a past director of numerous other companies within the energy sector, and is active in various capacities in the community and the not-for-profit sector. Mac is a co-founder and Chair of the Canadian Centre for Advanced Leadership at the Haskayne School of Business. He is an Honours’ graduate of the Ivey School of Business in finance and has also studied post graduate economics at Harvard University.
To learn more about Mac, visit his website at www.macvw.ca
ROB VAN WIELINGEN, CFA
President & CEO
Rob Van Wielingen is President & CEO of Viewpoint Investment Partners Corporation (Viewpoint). With deep knowledge of systematic investment strategies, behavioural finance, and financial markets, Rob is passionate about increasing transparency and accessibility for investors.
Rob has extensive experience in the portfolio management and technology sectors. He has been with Viewpoint Group since 2010, where he has managed multi-asset, real estate, energy, alternative, and public market portfolios. He holds a Bachelor of Commerce with Distinction from the University of Victoria, is a CFA Charterholder, and is a registered Portfolio Manager.
A born and raised Calgarian, Rob is an avid Flames fan. He has traveled extensively, including a term in Norway in which he studied their renewable energy and oil & gas industries. He also sits on various investee companies and non-profit boards. In his spare time, Rob enjoys playing hockey, weight-lifting, and spending time with his family.
KAREN MACDONALD, CPA, CA, FEA
Karen is a Director of Viewpoint Investment Partners Corporation (Viewpoint) and provides advisory oversight for all compliance and financial management activities. She is also the Chief Operating Officer of Viewpoint Family Office where she provides management and strategic oversight and leads a team of dedicated professionals who ensure stewardship of private capital.
Karen has been with Viewpoint since 1997, after holding various financial related positions with private equity, manufacturing and accounting firms. She holds a Bachelor of Commerce in Accounting from the University of Alberta, is a Chartered Accountant, and a Family Enterprise Advisor.
Karen grew up surrounded by entrepreneurs and has always had a keen interest in helping business families. She is a director of various private entities and enjoys being involved in the community. Along with her involvement on the Canadian Family Office Forum steering committee, she is a member of the Management Advisory Committee at the University of Calgary Haskayne School of Business, and volunteers at the Calgary Distress Centre. She has worked as a volunteer and a director of various not-for-profit organizations such as the DI Centre, Inn from the Cold, Fernie Alpine Ski Team and Westside Recreation Centre. Karen loves the outdoors and enjoys her time skiing, cycling and hiking with family and friends.
Scott Smith, CFA
Chief Operating Officer & Chief Compliance Officer
Scott Smith is the Chief Operating Officer and Chief Compliance Officer of Viewpoint Investment Partners Corporation (Viewpoint). He is a CFA Charterholder and a registered portfolio manager.
Scott is responsible for leading the development and implementation of the firm’s quantitative research into executable investment strategies. Scott’s passionate about macroeconomics, financial markets, and how quantitative approaches can be used to combat behavioural biases. With deep expertise in global financial markets, Scott is a contributor to news and media outlets such as Reuters, Bloomberg, the Wall Street Journal, and BNN.
Born and raised in Victoria, Scott now calls Calgary home and enjoys the close proximity of the Rocky Mountains with his wife and Hank the Labradoodle.
KEITH MCLEAN, CFA, MBA
Keith is Executive Vice-President of Viewpoint Investment Partners Corporation (Viewpoint). He brings over 25 years of investment management, strategy development, and entrepreneurial experience to Viewpoint. Keith uses his varied skills to drive business development at Viewpoint, while supporting other aspects of the business. He is passionate about building and delivering innovative and valuable investment management solutions.
Keith has held senior investment and executive positions with several leading Canadian investment management businesses. His direct investment expertise across several asset classes supports the development of investment solutions and strategies. He holds a BA from Western University, an MBA from Dalhousie University, he is a CFA Charterholder, and a registered Portfolio Manager across Canada.
Despite building a career on Bay Street, Keith remains a proud New Brunswicker who spends much of his free time with friends and family in the Maritimes. His love of travel was reinforced by many years traveling globally as an investment analyst which took him to every corner of the globe. When he is not enjoying time with his wife and sons or walking his dog, he enjoys reading, golf, skiing, and playing almost any team sport.
DJ is Senior Vice-President of Viewpoint Investment Partners Corporation (Viewpoint). He brings 25 years of financial services sales and marketing experience and is responsible for leading the distribution effort across Canada.
Prior to joining Viewpoint, DJ held senior sales positions with leading investment management firms in both Canada and the United States. DJ attended UNB (First Class Honours, International Relations), Dalhousie University’s MPA program, and McGill University Executive Institute’s Mini MBA program. Additionally, he holds the following industry designations: CSC, PFP, CPH and FINRA Series 7, 6, 63 licenses.
DJ is a proud Maritimer and for the past 20 years, he and his talented pastry chef wife, Leslie, have spent time living and working in Halifax, Toronto, Philadelphia, and New York. He has a passion for family and friends, unique investment ideas, travel, real-estate investing, golf, the Boston Redsox, and the New England Patriots.
Amin Haji, CFA
Senior Vice-President, Investment Research
As the Senior VP, of Investment Research at Viewpoint Investment Partners Corporation (Viewpoint), Amin is responsible for combining fundamental investment principles with quantitative methods to develop and improve Viewpoint's systematic investment strategies. His roles include directing Viewpoint’s investment process, identifying new opportunities for innovation and improvement, and applying a risk-centric, holistic approach to portfolio management. Amin is passionate about transparency and alignment in capital markets and takes pride in moving conceptual ideas and robust research into actionable portfolios for Viewpoint’s investors.
Amin has been part of the Viewpoint team since 2016 and has gained experience in a variety of roles within the organization. He graduated from the Haskayne School of Business with a Bachelor of Commerce majoring in Finance. Amin is also a CFA Charterholder and a registered Portfolio Manager in Alberta, British Columbia, Ontario, and Saskatchewan. During his time in university, he gained experience in investment analysis and portfolio management as a member of the Calgary Portfolio Management Trust (CPMT).
Amin is a born and raised Calgarian and has many areas of interest including personal finance, exercise science and nutrition, and behavioural psychology. He hopes to travel the world and experience all that its different cultures have to offer – especially through sport and cuisine.
Ben reeves, CMT
Senior Vice-President, Data Science & Engineering
Ben leads Viewpoint Investment Partners Corporation (Viewpoint) computer engineering team and is responsible for bringing technological innovations in the data science and fintech spaces into our R&D division. He leverages the modern advancements in the fields of machine learning and AI to continually strengthen the performance and robustness of Viewpoint’s quantitative models and execution platforms.
Ben gained extensive experience building and managing distributed software and data processing systems in the IoT space after graduating with distinction from the University of Alberta in Engineering. He transitioned to finance after deeply connecting with the philosophy and vision of Viewpoint to build a better investing experience.
As Co-Founder of the YYC Data Society, he is passionate about bringing his love of data science and analytics to Calgary’s technology ecosystem and strengthening the Alberta economy. When he’s not in the backcountry of the Canadian Rockies, you can find him in the Calgary community, organizing events and connecting data professionals, enthusiasts, and entrepreneurs.
Manager, Client Service & Administration
Kari is the Manager, Client Service & Administration for Viewpoint Investment Partners Corporation (Viewpoint), and is responsible for the investor-related communication, management, and administration for the office. As the main point of contact for Viewpoint’s clientele, she cultivates and strengthens client relationships by representing Viewpoint’s values of excellence and authenticity. Additionally, she oversees the day-to-day operations of the office, while developing and improving the administrative policies and procedures. She enjoys the collaborative and nurturing environment provided at Viewpoint, which has allowed her to work on projects in many areas of the company over the years.
Prior to joining Viewpoint in 2016, Kari developed her administrative skills in various industries, including the legal, human resources, and executive search fields. She holds a Bachelor of Arts degree in Sociology from the University of Calgary, specializing in deviance and social control.
A native Calgarian, Kari loves spending time with her family and friends, and traveling to exotic places. She also enjoys hiking or snowshoeing in the mountains, depending on the season.
Manager, Business Development
Pamela is the Manager of Business Development for Viewpoint Investment Partners Corporation (Viewpoint) and is responsible for developing business and supporting clients across Canada. She is passionate about driving Viewpoint’s long-term business and uses her background in investment sales and education to build strong, valuable client relationships.
Pamela brings many years of experience in the financial services industry, having worked as an Investment Advisor in Montreal and then as a wholesaler with an investment management firm in Atlantic Canada. She holds a joint degree in Chemistry and Business Administration from St. Francis Xavier University, and a Bachelor of Education from Mount Saint Vincent University. She also holds her CSC, CPH, and PFP designations.
Pamela is a proud Nova Scotian and loves spending time with her husband and two busy sons. She enjoys all things outdoors – trail running, mountain biking, open-water swimming, downhill, and skate skiing. In the summer months, she spends her free time playing in the surf at her favourite Nova Scotia beaches.
Business Development Manager
Dakota is the Business Development Manager for Viewpoint Investment Partners Corporation (Viewpoint) and is responsible for advancing business opportunities and executing strategies for growth.
With over 10 years of sales, business development, and marketing experience, Dakota comes to Viewpoint with a passion to help clients embrace ground-breaking portfolio options, conquer new markets, and create strategic wins. Dakota honed her client-centric approach to business development in the highly competitive and technology-forward biotech industry of Southern California. After her extensive experience partnering with physicians to deliver the best medical outcomes for patients, she saw an opportunity in the investment industry where she will partner with financial advisors to deliver the best investment outcomes for clients with diverse portfolios.
Dakota is a California native but has lived all over the U.S. and has traveled extensively across the world. She enjoys staying active with family and friends, exploring the outdoors, listening to podcasts, networking/volunteering in the local community, and picking up new hobbies like fly fishing, pottery, and golf.
PAULA SEXSMITH, DMS
Paula is the Vice-President of Compliance for Viewpoint Investment Partners Corporation (Viewpoint) and is responsible for trading, compliance, settlements, and maintaining counterparty relationships. Additionally, Paula aids in the oversight of portfolio accounting and reporting.
With over 20 years of investment industry experience, Paula has worked in various roles at three local investment fund managers and has spent the last 15 years as a cross-asset Trader. In 2016, she directed her strengths to found the Prairie Securities Traders Association where she sits as President. To ensure she can keep members current and for the Prairies to have a voice at a national level, Paula is a Past-Chair and presently sits as a Governor on the Board of Directors for the Canadian Security Traders Association (CSTA). In addition, Paula is a Governor on the Security Traders Association (USA) and participates on the STA Affiliate Member Committee and their Asset Manager Working Group. Paula is also a member of the Alberta Securities Commission’s Market Advisory Committee.
Born and raised in Calgary, when not networking or keeping current on capital markets, Paula has a broad selection of hobbies from quilting and gardening to cars and sporting clays. She is slowly diversifying towards the cherished moniker of ‘Crazy Cat Lady’.
Andrew is a Full-Stack Software Engineer for Viewpoint Investment Partners Corporation (Viewpoint). He is an advocate of the transformative power of technology and how it can provide transparency to our investors. Positioned at the convergence of software and finance, Andrew drives operational efficiency and consistency through automation, while embracing data science to expose new methodologies for financial analysis.
Andrew graduated from the University of Calgary in Engineering. Prior to starting with Viewpoint, he worked for a software company in the energy industry and was immersed in the development and support of cloud-based, multi-tenant SaaS software solutions. He has consulted on software projects spanning the entire systems development life cycle. He enjoys opportunities to share knowledge and has presented at local software conferences.
Born in Winnipeg, Andrew moved to Calgary at a young age and considers it home. He has traveled extensively around the world, with trips throughout South East Asia, Central America, and Europe. Andrew enjoys staying active and spends his free time playing basketball, skiing, hiking, and mountain biking.
Full-Stack Software Engineer
Saad is a Full-Stack Software Engineer for Viewpoint Investment Partners Corporation (Viewpoint), assisting in the development of cutting edge financial software for client use and research purposes. He graduated from the University of Alberta with a degree in Mechanical Engineering. After working in the oil fields for a few years, he began to research and advance his skills in development until fully transitioning into software engineering, where he assisted in the development of large-scale corporate software for two years prior to joining Viewpoint.
Originally from Pakistan, Saad moved to Edmonton at age four, where he spent his formative years. He then moved to Saudi Arabia for his high school years, before returning to study at the University of Alberta. In his spare time, Saad enjoys playing video games, watching TV shows, reading, escape rooms, and hiking.
STEVE LARGE, PhD
As a Data Scientist for Viewpoint Investment Partners Corporation (Viewpoint), Steve is involved in building and quantitatively evaluating investment strategies. Coming from a technical background, Steve is highly motivated to rigorously apply mathematical, data-centric methodologies to the financial technologies industry and, in his transition away from academia, ultimately found himself strongly aligned with the investment philosophies of Viewpoint.
Steve recently completed his PhD in Physics from Simon Fraser University in B.C., where he worked in the field of nonequilibrium physics and stochastic processes as they apply to biology at the microscopic scale. Having gained a breadth of experience in wrangling noisy data, he made the transition to the financial sector due to his strong interest in understanding the fluctuations and complexity inherent in financial markets.
Steve grew up in Victoria, B.C. and enjoys spending time in the outdoors, running, rock climbing, and hiking. He is also passionate about science and, in his spare time, he can be found catching up with the cutting-edge developments in the world of physics.
Front End Developer
Fedor is a Front End Developer for Viewpoint Investment Partners Corporation (Viewpoint) who has three years of experience in building web applications. Following his fascination with coding, he immigrated to Canada in 2020 with his family and enrolled in the Lighthouse Labs Web Development Bootcamp. He brings perseverance and enthusiasm to a position that allows him to be creative and work alongside others.
Fedor is originally from Russia and graduated from Russian university with a Masters of Computer Science. He was the first one in his bootcamp cohort to find a job as a developer, following his dream to become a greater engineer, he joined Viewpoint Investment Partners. In his spare time, Fedor enjoys reading, hiking, playing volleyball, and soccer and finally, spending time with his family.
Mark is a Data Scientist for Viewpoint Investment Partners Corporation (Viewpoint) working in our research and development division. He utilizes his passion for finance and data science to analyze and develop quantitative strategies to invest in.
He completed his undergraduate degree in Electrical Engineering at University of Alberta and then worked as an engineering consultant in the energy sector for 17 years where he discovered a passion for utilizing data to solve complex problems. This led him to return to school to pursue a master’s degree in data science from the University of Calgary.
Mark has brought this diverse background to Viewpoint Investment Partners and when he is not chasing after his two young kids, he tries to make time for hiking, rock climbing, and hockey while always trying to expand his understanding of financial models.
Senior Executive Assistant
Pamela joined Viewpoint's administrative team as the Senior Executive Assistant for President and CEO Rob Van Wielingen and Chief Operating Officer Scott Smith. She will also be coordinating Viewpoint's investor and marketing events. She has worked with some of the top business executives in the country over her career in both the private and public sectors.
Growing up in Calgary, she obtained her Bachelor of Arts in Communications from the University of Calgary, an Office Administration Diploma from Mount Royal College, and her Community Investment Certificate from Mount Royal University. She has worked and lived in Ottawa, Yellowknife, and Doha, Qatar in a variety of communications, marketing, and public relation roles.
She is a proud champion of the organizations she works and volunteers with, which led her to winning the 2018 Nathalie Allard Memorial Award for the highest fund raiser in Canada for the Multiple Myeloma March. Loving the summer season, she enjoys spending time outside near or on the water with her two children and husband.