Jessica Ratushniak
Jessica is a Research Assistant for Viewpoint Investment Partners Corporation and Viewpoint Foundation. She also does internal and external communications for both entities. Jessica rejoined Viewpoint in January of 2023 after having worked here previously from 2015-2017, and she is excited to be back! She has a Bachelor of Arts in Honours Sociology from St. […]
Pamela MacDonald
Pamela 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 […]
Dakota Kunz
Dakota is dedicated to cultivating business opportunities and executing strategic growth initiatives. Boasting a decade-long track record in sales, business development and marketing, she brings her passion for innovative portfolio solutions and market expansion to the financial services sector in Calgary. Dakota honed her client-centric approach in Southern California’s competitive and technology-forward biotech industry. After […]
Kari Lancaster
Kari is responsible for investor-related communications, 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 […]
Keith McLean, CFA, MBA
Keith 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 […]
Ben Reeves, CMT
Ben Reeves leads the integration of software engineering, data science, and technology to drive innovation and efficiency across Viewpoint’s business units. Since joining Viewpoint in 2017 as the technical lead, Ben and his team have grown Viewpoint into a cloud-native, fully integrated quantitative investing powerhouse. Ben previously honed his quantitative and cloud engineering practice in […]
Amin Haji, CFA
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 […]
Karen Macdonald, CPA, CA
Karen is the Executive Director of Viewpoint Group and leads the Family Office Services team, which provides a suite of services to the families it serves. As part of this role, she manages the philanthropic strategy for Viewpoint Foundation, a private family foundation, and is a Director of Viewpoint Investment Partners Corporation. Prior to working […]
Scott Smith, CFA
Scott is responsible for leading the development and implementation of Viewpoint’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 […]