Wealth Management Team

President, Mulvihill Wealth Management
Senior Vice-President, Mulvihill Capital Management Inc.

Honours B.A., Business Administration,
University of Western Ontario
M.B.A., University of Windsor
Chartered Financial Analyst, (CFA)
Charlottesville, Virginia

Investment industry experience since 1976

John founded Mulvihill Wealth Management in 1995. Prior to joining Mulvihill, he held various senior management positions at Fidelity Investments Canada Ltd. for eight years, the last three as president. Before this, he was with Canada Trust and its investment subsidiary, CT Investment Counsel Inc., for eight years as a Vice President / pension fund portfolio manager and financial analyst. He also developed and launched the Everest family of mutual funds for Canada Trust.

John manages discretionary accounts on behalf of his clients and is a member of the seven person Asset Allocation Committee which develops investment strategy for clients. He is also a member of the Compliance Committee for Mulvihill Capital Management.

Vice President , Mulvihill Wealth Management

B.Comm, - University of British Columbia
Certified General Accountant, (CGA)
Chartered Financial Analyst, (CFA)
Charlottesville, Virginia

Investment industry experience since 1993

Prior to joining Mulvihill Wealth Management in 2002, Jeff was Director, Investments and Debt Services with the Government of Yukon.While with the Government, he was responsible for all their investment activities, including managing their fixed income portfolio.

Starting in 1997, he worked with several First Nations helping them to develop Investment Policy Statements, giving investment workshops, helping to conduct manager searches and acting as a member of several Investment Committees.

Jeff structures portfolios and manages discretionary accounts for his clients, which include individuals, foundations and First Nations.