Our team

CC&L Funds is made up of a team of experienced professionals
who are trusted partners to leading Canadian financial institutions
and their investment advisors. Working together, we provide innovative
investment strategies that enhance portfolios and help individual
investors achieve their goals.

 

Our Team

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Tim Elliott, CFA

President

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Bryce Walker, CFA

Senior Vice President,
Business Development

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Nick Aziz, CAIA

Vice President
Business Development

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Dan Han

Vice President,
Business Development

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Colette Ward

Chief Compliance Officer

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Lisa Wilson

Manager,
Product & Client Service

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Kiesha Callahan

Associate,
Product & Client Service

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Joseph Sherry

Associate,
Product & Client Service

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Independent Review Committee

An IRC is an independent review committee, featuring no fewer than
three individuals, whose role is to oversee all decisions made by
managers of publicly traded investment funds on issues of perceived or
actual conflicts of interest. Securities legislation (National Instrument
81-107: Independent Review Committee for Investment Funds) came into
effect on May 1, 2007 that requires every Canadian publicly traded
investment fund to have an IRC.

 

Good governance is an important issue for investors. As a result, CC&L Funds is proud
to have assembled an independent review committee comprised of highly accredited individuals
with a wealth of valuable experience. We encourage you to review the biographies of our
IRC members below.

 

Each year, the IRC will issue a Report to Securityholders. Please click here to view the 2021 report.

Independent Review Committee Members

Anthony (Tony) L. Cox

IRC Member (Chair)

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Martin Guest

IRC Member

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Leslie Wood

IRC Member

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