Steve Large, PhD
As a Data Scientist for Viewpoint Investment Partners, Steve is involved in researching, developing, and quantitatively evaluating investment strategies. Coming from a technical background, Steve is highly motivated to rigorously apply mathematical, data-centric methodologies to the portfolio construction process, ultimately finding himself strongly aligned with the investment philosophies at Viewpoint. Steve holds a PhD in […]
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 […]
Alida Holt, CPA, CA
Alida joined the Viewpoint team in 2016 after eight years in audit at a big four accounting firm. In 2009, Alida graduated with Distinction from the University of Calgary with both a Bachelor of Commerce degree in Accounting and a Bachelor of Kinesiology degree. In 2012, she attained her Chartered Accountant designation after being named […]
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 […]
Mac Van Wielingen
Mac is an investment management executive, corporate director, entrepreneur and philanthropist. He is founder and Chairman of Viewpoint Group, a private family-owned company, as well as Chairman of Viewpoint Investment Partners Corporation (VIP) and President of Viewpoint Foundation, a private charitable foundation. He is also a founder and director of ARC Financial Corp., a founder […]