Thierry Di Nallo is a CFA® charterholder with eight years of industry experience. He has worked at Guardian Partners Inc. since 2025 and was previously with Guardian Capital Advisors LP and Guardian Capital Advisors Inc. from 2009 to 2025. Guardian Partners Inc. provides discretionary portfolio management and Outsourced Chief Investment Officer (OCIO) services to a diverse client base, including high-net-worth individuals, families, and institutional investors. The firm employs an IPS-driven, customized investment process with an open-architecture, multi-manager model, supported by an in-house Strategies and Solutions Group for manager research and due diligence.

John Baker is a CFA® charterholder with seven years of industry experience. He has worked at Guardian Partners Inc. since 2024 and previously spent 17 years with Guardian Capital Advisors LP. Guardian Partners Inc. is based in Toronto and manages approximately $2.93 billion for over 3,100 clients, including individuals, high-net-worth families, and institutional clients such as pension plans and charitable organizations. The firm offers discretionary portfolio management and OCIO advisory services using an open-architecture, third-party manager approach combined with top-down macro analysis and tactical asset allocation.

Christie Rose is a CFA® charterholder with 13 years of experience in the financial industry. She has worked at Guardian Capital Advisors LP from 2008 to 2024 and joined Guardian Partners Inc. in 2025. Guardian Partners Inc., headquartered in Toronto, manages approximately $2.93 billion for over 3,100 clients, including individuals, high-net-worth families, and various institutional clients. The firm employs an open-architecture, third-party manager approach combined with top-down macro analysis and tactical asset allocation to create customized portfolios and offers discretionary portfolio management, OCIO advisory services, and proprietary pooled funds.

Jessi Hilton is a CFA® charterholder and financial advisor at Guardian Partners Inc. with one year of experience. Prior to joining Guardian Partners in 2025, Hilton worked at Guardian Capital Advisors LP and spent six years at Odlum Brown Limited. Guardian Partners Inc. provides discretionary portfolio management and Outsourced Chief Investment Officer services to a diverse range of clients, including high-net-worth individuals, families, and institutional investors. The firm employs a customized, IPS-driven investment process and a multi-manager model supported by in-house manager research and due diligence.

Alexandra Evans is a CFA® charterholder with over 17 years of experience in the financial industry. She has worked at Odlum Brown Limited from 2007 to 2023, followed by a year at Guardian Capital Advisors LP before joining Guardian Partners Inc. in 2025. Guardian Partners Inc., based in Toronto, manages approximately $2.93 billion for a diverse client base including individuals, high-net-worth families, pension plans, trusts, charitable organizations, and state or municipal entities. The firm employs an open-architecture, third-party manager approach combined with top-down macro analysis and tactical asset allocation to build customized portfolios and offers discretionary portfolio management, OCIO advisory services, and proprietary pooled funds.

Mark Bodnar is a CFA® charterholder with six years of industry experience. He has worked at Guardian Partners Inc. since 2025 and previously spent seven years at Guardian Capital Advisors LP and ten years at RBC Dominion Securities Inc. Guardian Partners Inc., headquartered in Toronto, manages approximately $2.93 billion for over 3,100 clients, including individuals, high-net-worth families, and institutional clients such as pension plans and charitable organizations. The firm employs an open-architecture, third-party manager approach combined with top-down macro analysis and tactical asset allocation to create customized portfolios and offers discretionary portfolio management, OCIO advisory services, and wealth-management solutions.