Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Cathy Carlin

CFA


Position

Investment Review Board

Independent Advisor


Cathy Carlin

CFA

Cathy has over 30 years of experience in the investment management industry, specializing in public equities. With experience in both institutional and retail investment management, she appreciates the importance of understanding a client’s priorities and goals.

Cathy spent 25 years OMERS, a defined benefit pension fund, starting as a public equity analyst and recently retiring from executive level Senior Managing Director role, leading the global equity team. Prior to OMERS, Cathy worked for 5 years at TD Wealth, where she consulted with investment advisors in constructing portfolios for high-net-worth clients.

A graduate of Wilfrid Laurier University, Cathy earned her Bachelor of Business Administration with Honours. She currently is on the Board of CODE, an organization dedicated to children’s literacy in Africa.

Cathy and her husband have two grown sons and two Portugese Water Dogs, all of whom love to spend time at the lake.