Team

Bill K. Dickie, CFA

Director, President, and Portfolio Manager

Mr. Dickie is responsible for the strategic development and investment operations of Matco. Mr. Dickie has worked with private clients to help achieve their goals since 1979, where he started with McLeod, Young, Weir. Prior to forming Matco, he was president and director of Fiduciary Trust Company of Canada, where he was responsible for establishing the firm after Franklin Templeton purchased Bissett & Associates Investment Management Ltd. Under Mr. Dickie’s leadership, the company saw tremendous growth in the number of clients who put their trust in the new organization over a six-year period.

Jason N. Vincent, PFP, TEP

Director, Chief Operating Officer and Vice President, Multi-Family Office

Mr. Vincent focuses on client counsel and company operations. His considerable planning experience involves assisting clients in solving domestic and global financial concerns including estate planning, trusts, international business corporations, and global custody. Mr. Vincent is also an Associate Portfolio Manager and a member of Matco’s Investment Committee. Prior to joining Matco, Mr. Vincent was Executive Vice President at Fiduciary Trust Company of Canada.

Ian Hill, CA

Chief Financial Officer

Mr. Hill is responsible for compliance with public reporting obligations, as well as implementing Matco’s controls and procedures. Mr. Hill is also the Chief Financial Officer of Matco. Prior to joining Matco, Mr. Hill was Controller, Operational Accounting, at Plains Midstream Canada LLP and Chief Financial Officer of a TSX Venture Exchange public company.

Cindy Kathol

Controller

Mrs. Kathol is responsible for the day-to-day accounting, as well as the preparation of financial statements and tax returns. Mrs. Kathol is also currently the Controller for Matco. Prior to joining Matco, Mrs. Kathol was involved in oil & gas accounting at two major oil companies in Calgary.

Gwen Becker, CIM, CFP, FCSI

Vice President, Business Development

Mrs. Becker’s primary responsibility is business development. Mrs. Becker’s business development coverage includes working with individuals, institutions, charitable foundations, endowments, and advisors from a number of approved Canadian investment dealers. Mrs. Becker was Vice President of Business Development at Cypress Capital Management Ltd. and AGF Private Investment Management. Her previous experience also included positions as Branch Manager, CIBC Investor Services Inc., and Private Banker, Canadian Imperial Bank of Commerce (Global Private Banking).

Jerry A. Olynuk, LLB, CFP, CFA

Vice President, Portfolio Manager

Mr. Olynuk works directly with clients in managing individual portfolios. He also serves as a manager of Matco’s Balanced, Bond, and Preferred Share Portfolios. He is a member of the firm’s investment committee, which is responsible for Matco’s strategic asset mix and investment research. Previously, Mr. Olynuk was Vice President and Portfolio Manager at Guardian Capital Advisors LP.

Daniel S. Cheng, CFA

Vice President, Portfolio Manager

Mr. Cheng is a member of the Matco investment committee. He is also a member of Matco’s Canadian Equity Group, which is responsible for the Canadian Equity, Small Cap, and Energy Portfolios. Mr. Cheng was formerly with Ross Smith Energy Group, an energy research firm. He was also a member of the institutional equity research group with Tristone Capital Inc.

Lee W. Appleton, CFA

Vice President, Portfolio Manager

Mr. Appleton is a member of the Matco investment committee and Matco’s Canadian Equity Group, which is responsible for managing the Canadian Equity, Small Cap, and Energy Portfolios. Prior to joining Matco, Mr. Appleton was with Computerized Portfolio Management Services Inc., one of North America’s leading independent equity research firms.

Justin G. Charbonneau, CFA

Vice President, Portfolio Manager

Mr. Charbonneau is a member of the Matco investment committee that is responsible for strategic asset mix, investment research and portfolio management. Prior to joining Matco Mr. Charbonneau served as a member of McLean & Partners investment committee and managed a diverse group of private clients.

Mr. Charbonneau volunteers his time sitting on the Board of Directors for both the Calgary CFA Society and the Association for Corporate Growth (ACG) Calgary Chapter.

Baron Lee

Analyst

Mr. Lee supports the investment management and operation functions of Matco. His duties range from administration and securities analysis to trading. Prior to joining Matco, Mr. Lee was with Fiduciary Trust Company of Canada, where he supported Portfolio Managers in an operations role. Mr. Lee graduated from the University of Lethbridge with a Bachelor of Management degree majoring in finance, and is currently a Level II candidate in the Chartered Financial Analyst program.

Karin Olsson

Manager, Client Administration and Operations

Ms. Olsson provides client administration and operational support for Matco. Her duties include family office reporting, quarterly investment reporting, electronic funds transfers, and client service. Prior to joining Matco, Ms. Olsson was a Private Client Administrator with Bissett & Associates Investment Management Ltd. and Fiduciary Trust Company of Canada.