Our People

Burtynsky, Edward. Pivot Irrigation #13. Nicholas Metivier Gallery.

“Calm, smart, respectful people”

— Long term client

Daniel Bator

Daniel Bator

Investment Analyst

Daniel is an analyst focused on Canadian securities research, having joined Delaney Capital in 2014. He is an MBA graduate from Queen’s University where he served as a Portfolio Manager on Queen’s University Alternative Assets Fund. Earlier in his career, he interned at Picton Mahoney Asset Management.

Daniel is currently pursuing the CFA charter and is a Level III candidate. He also holds a BSc from the University of Western Ontario and an MSc from the University of Toronto. Daniel is also a board member and treasurer of Art City St. James Town.

Catherine (Kiki) Delaney

Catherine (Kiki) Delaney

President
Portfolio Manager

Kiki Delaney founded Delaney Capital Management Ltd. in 1992. Kiki is involved in all aspects of the business, from portfolio management and investment research to client service and administration. First and foremost, her efforts are dedicated to the analysis of companies and the management of client portfolios.

Kiki began her career at Merrill Lynch before moving to Guardian Capital where she managed equity and fixed income portfolios. Immediately prior to Delaney Capital, Kiki was a partner, executive vice president, and portfolio manager at Gluskin Sheff & Associates.

Kiki has a BA from the University of Manitoba and is a CFA charterholder. She has been awarded honorary degrees from the University of Manitoba in 2011, OCAD University in 2012, and Mount Saint Vincent University, in Halifax, in 2014. In 2016, Kiki received the Edmund C. Bovey Award from Business for the Arts in recognition for her lifetime support of Canadian arts and culture.

Kiki has served on the boards of many not-for-profit organizations across Canada. She is Chancellor Emeritus of OCAD University; a member of the Board of Trustees for the Hospital for Sick Children; and a member of the Leadership Council of the Perimeter Institute for Theoretical Physics. As well, she is a director of the Art Canada Institute and serves on the Investment Committee of the Canada Council for the Arts.

She was appointed a Member of the Order of Canada in 2006.

Susan Ellis

Susan Ellis

Client Service Administrator

Susan is a member of Delaney Capital’s client service team. She provides a range of support to the client service group and our clients.

Valerie Fernando

Valerie Fernando

Portfolio Administrator

Valerie has been with Delaney Capital since 1998. She is responsible for trade processing, including settlements and cash management. Prior to Delaney Capital, Valerie worked at Laketon Investment Management in its trade settlements department. Valerie has earned the Canadian Securities Course (CSC) designation.

David Fleck

David Fleck

Senior Vice President

David joined Delaney Capital in 2014 as Senior Vice President, responsible for business development. He is also part of the client relationship management team that ensures our clients receive the highest level of service.

David has spent over 30 years in the investment industry. Previously, he was the President and Chief Executive Officer of Macquarie Capital Markets Canada Ltd. Earlier, he held the position of Executive Managing Director at BMO Capital Markets Ltd.

David is a board member of Alamos Gold Inc. and Kew Media Group and has served as a director for a number of charities. He is currently Vice-Chair of Soulpepper Theatre Company, a member of Right To Play’s Canadian Advisory Board, and a board member of the Art Gallery of Ontario Foundation.

David received his MBA from INSEAD and completed the Institute of Corporate Directors (ICD) program at the Rotman School of Management.

dfleck@delaneycapital.com
Raymond Fong

Raymond Fong

Senior Accountant

Raymond is the newest addition to our administration team, having joined us in 2014. He works closely with Grant Parson, supporting him on all compliance matters as well as financial and tax reporting to clients. Previously, Raymond worked at RBC Investor and Treasury Services in various senior positions in the Fund Administration department, TD Waterhouse as a team lead/senior tax analyst in the Qualified Intermediary Tax department, and Mulvihill Capital Management as an analyst in the Structured Product department.

Raymond has a BA from Wilfrid Laurier University. He earned the Canadian Securities Course (CSC) designation and is pursuing a Chartered Professional Accountant (CPA) designation.

Christine Goncz

Christine Goncz

Executive Assistant

Christine joined Delaney Capital in 2014. She is responsible for ensuring that the office of the President is managed efficiently and effectively. Prior to joining Delaney Capital, Christine was employed, for ten years, with Raymond James Ltd. as an executive assistant supporting the President, Chairman, and Chief Executive Officer. Christine has more than 20 years of experience in the investment industry.

Tim Lamont

Tim Lamont

Trader
Trader

Tim has been with Delaney Capital since 2006. He provides support for Linda Lee on our trading desk. Tim ensures that all trades comply with individual investment mandates. In addition, he assists Julia Robertson with the fixed income portfolios.

Tim earned a BA from McGill University in 2004.

Linda Lee

Linda Lee

Vice President
Senior Trader

Linda joined Delaney Capital in 1994 as our senior trader. She is responsible for the execution of all security transactions. In addition, Linda plays an instrumental role in the gathering and dissemination of pertinent information that may affect holdings within the Delaney Capital portfolios.

Linda was a corporate administrative assistant with the TD Bank prior to joining Delaney Capital.

Linda has an Honours BA from the University of Toronto. She is a regular participant in fundraising efforts for Trails Youth Initiatives and the Toronto Botanical Gardens.

Kim MacArthur

Kim MacArthur

Client Service Administrator

Kim has been with Delaney Capital since 2003. Her focus is on client requests regarding their portfolios, including facilitating money transfers, and making tax installments and RIF payments. Kim also implements charitable stock donations. Prior to Delaney Capital, Kim was employed with Merrill Lynch as an assistant in the institutional and retail equity sales departments.

Earlier, Kim also worked for Canada Trust in the Securities Lending department. She has earned the Canadian Securities Course (CSC) designation, and has over 30 years of experience in the investment industry.

Nancy MacKellar

Nancy MacKellar

Executive Vice President

Nancy MacKellar joined Delaney Capital in 1992. She is responsible for client service and portfolio administration. Nancy communicates with existing clients on a regular basis, discussing our market outlook, as well as providing assistance on a wide variety of issues. She is also a key contact for potential clients.

Prior to Delaney Capital, Nancy was a partner and vice president of finance with Gluskin Sheff & Associates. She was responsible for recording, reporting on, and evaluating the performance of funds under management. Earlier in her career, Nancy worked as an analyst in the Treasury Department of Gulf Canada, monitoring pension fund investments.

Nancy is a CPA, CA and has an MBA from York University. She is a member of the Investment Committee of Women’s College Hospital Foundation.

nmackellar@delaneycapital.com
Helen Mean

Helen Mean

Client Service Administrator

Helen has been the welcoming voice of Delaney Capital since 1996 and is responsible for reception and a range of administrative duties. She is in charge of leading our annual fundraising campaign for United Way of Canada. Prior to Delaney Capital, Helen served as the administrative assistant to the Regional Director of Ontario and Eastern Canada of the National Real Estate Service.

Lynn Miller

Lynn Miller

Executive Vice President
Portfolio Manager

Lynn Miller has been a portfolio manager at Delaney Capital since 1992. He works with Kiki in the daily management of all Delaney Capital portfolios. Lynn’s primary focus is investment research and the analysis of companies. He is also actively involved in client presentations.

Before Delaney Capital, Lynn was a portfolio manager with Mu-Cana Investment Counselling, a subsidiary of The Mutual Life Assurance Company of Canada and a member of its Canadian equity team. Lynn began his investment career at Mutual Life as an investment analyst.

Lynn has an Honours Bachelor of Commerce degree from Queen’s University and is a CFA charterholder. He was a member of the Campaign Cabinet of the Soaring Beyond fundraising campaign at Toronto French School (TFS). Previously, Lynn served on the Board of TFS and chaired its Foundation.

Gita Motamedi

Gita Motamedi

Portfolio Administrator

Gita joined Delaney Capital in 1998. She is responsible for all corporate actions, private placement documents, income collections, tax reporting, and day-to-day accounts reconciliation. Gita is responsible for the production and distribution of portfolio and performance reports for our clients.

Prior to Delaney Capital, Gita worked for TD Canada Trust in a variety of capacities including corporate actions and securities lending.

Gita graduated from Brock University with a BSc in Mathematics and Economics and has earned the Canadian Securities Course (CSC) designation.

Grant Parson

Grant Parson

Vice President and
Chief Compliance Officer

Grant joined Delaney Capital in 2002. He is responsible for all compliance matters as well as financial and tax reporting to clients.

Formerly, Grant was employed with a public accounting firm as a senior manager. He began his career in 1989 with Ernst & Young and held senior positions in the accounting and tax departments of Sun Life Assurance Company of Canada and Spectrum United Mutual Funds.

Grant is a CPA, CA and has a BBA from York University.

Tanya Pickering

Tanya Pickering

Client Service Administrator

Tanya has been with Delaney Capital since 2004. She prepares new account documentation and client presentations. Additionally, Tanya initiates and manages account transfers and RSP and TFSA contribution requests. She graduated from Sheridan College in 2001 with a Bachelor of Business Administration degree having majored in finance, and she has earned the Canadian Securities Course (CSC) designation.

Julia Robertson

Julia Robertson

Vice President
Portfolio Manager

Julia Robertson has been with Delaney Capital since 1994 and is a portfolio manager. As well, she is active in all areas of investment analysis and leads our fixed income effort while also playing an influential role in the management of Canadian equities.

Previously, Julia worked at Sun Life Assurance Company of Canada, analyzing structured income and equity investments. Earlier in her career, Julia participated in the management trainee program at Dominion Securities.

Julia is a CFA charterholder and has an Honours Bachelor of Commerce degree from Queen’s University. She sits on the Smith School of Business Advisory Board at Queen’s University. As well, Julia is a Board member of the Opera Atelier, a past Board president of Tarragon Theatre, and was active on the financial committee of the Family Service Toronto Board.

Mark Segal

Mark Segal

Senior Investment Analyst
Senior Investment Analyst

Mark has been with Delaney Capital as an investment analyst since 2004. Mark focuses on the U.S. equity market and participates in the management of our U.S. holdings. Previously, Mark was an associate analyst, covering the software and technology services sectors for the NBF Technology Group at National Bank Financial.

Mark is a CFA charterholder with an MBA from Columbia Business School and a BBA from the Schulich School of Business at York University. Mark served as the national vice president of Mizrachi Canada, was a board member of Netivot HaTorah Day School, chaired Netivot’s Tuition committee, and has served as a board member of Congregation Ayin L’Tzion.

Paul Sugumar

Paul Sugumar

Investment Analyst
Investment Analyst

Paul has been with Delaney Capital since 2011. He focuses on researching US securities and is also responsible for providing performance attribution analysis on all investment portfolios.

Prior to joining Delaney Capital, Paul worked at RioCan REIT as an analyst.

Paul holds a BMath degree from the University of Waterloo and is a CFA charterholder.

Brenda Wilson

Brenda Wilson

Marketing and Communications

Brenda joined Delaney Capital in 2006. She is responsible for preparing and managing our marketing and communication materials. In addition, she manages our company website and implements our sponsorships and advertisements.

Brenda has also worked as an associate with both CGOV Asset Management and TAL Private Management where her responsibilities were primarily in the area of client servicing. Brenda has over 20 years of experience in the investment management industry.

Brenda has earned both the Marketing-Advanced Certificate and the Marketing Communications Certificate from the University of Toronto, and she is currently enrolled in its Undergraduate Program majoring in English and Linguistics.

Jennifer Yan

Jennifer Yan

Client Service Administrator

Jennifer joined Delaney in 2011. She is a member of our client service team and provides a range of support to the group. Jennifer is responsible for preparing new account documentation and client presentations, and facilitating incoming securities transfers.