Our people are our greatest resource. We have strategically built an experienced and multi-dimensional team that offers unique strengths and great synergy. We are one part research nerd – with a keen understanding of the benefits of a data-driven objective approach – and one part investment guide, a reflection of our desire to serve our clients. As a firm, we share a passion for seeking innovative ideas, solutions and methodologies to continuously improve our offering.
Chad founded eQuaTe Asset Management in 2016 with the goal of providing investors with access to innovative investment strategies based on empirical market research and rigorous statistical testing.
For more than half of his 20 years in the industry, Chad served as the Head of Quantitative Research at RBC Capital Markets. In his role at RBC, he was responsible for designing, building and implementing rules-based investment strategies.
Chad received his Bachelor of Science (Honours) in Physics from the University of Guelph in 1996. He was awarded the CFA charter in 2002 and is a member of the Toronto Society of Financial Analysts. In 2014 he was granted the CMT charter, and he is an active member of the Market Technicians Association.
David is a co-founder of eQuaTe and is responsible for the hands-on investment decisions as well as research and trading activities. David has more than 25 years of experience developing and managing top performing quantitatively-oriented investment portfolios.
Prior to joining eQuaTe, David was Vice President and Portfolio Manager at STYLUS Asset Management, where he was one of the founding members of the investment team. David has contributed to numerous articles that have been published in leading Canadian newspapers and magazines.
David received an MBA (Finance) from McMaster University. He was awarded the CFA charter in 1998 and is a member of the Toronto Society of Financial Analysts.
Brennan joined eQuaTe in 2019 and works with the investment team to create solutions for our clients. Brennan has almost 20 years of experience working with private clients, investment advisors and institutional investors on a wide range of equity portfolios.
Prior to joining eQuaTe, Brennan was Vice President of Client Service and Sales at STYLUS Asset Management, where he guided clients through the investment management and financial planning process. Brennan was also responsible for client communication through articles, newsletters and educational presentations.
Brennan received a Bachelor of Arts (Honours) from Queen’s University. He was awarded the CFA charter in 2004 and is a member of the CFA Society of Toronto.
Mike co-founded eQuaTe Asset Management in 2016 and is the Chief Operating Officer and the Director of Compliance. Mike brings more than 18 years of investment management experience to the executive team.
Prior to joining eQuaTe, Mike was the Director of Quantitative Infrastructure and a Partner at Picton Mahoney Asset Management. Mike honed his skills in the areas of Risk Management and Quantitative Investing.
In addition to managing the daily operations of eQuaTe, Mike is also responsible for the information technology platform, communications systems and compliance supervision.
Mike earned his Bachelors of Arts – Economics from The University of Western Ontario in 2001. He is a CFA charterholder, and has earned the Financial Risk Management (FRM) designation.
Chris joined eQuaTe Asset Management in 2017 as Director of Finance, and brings with him more than 25 years of investment experience and accounting expertise.
Chris worked as a Senior Accountant with the accounting firm KPMG prior to transitioning into the investment research field where he became the Manager of Research with C.P.M.S. Computerized Portfolio Management Services Inc. and subsequently the Director of Equity Data with Morningstar Canada. Chris moved back into the accounting field in 2014 and started his own company, which tracks the finances of individuals, families and small businesses.
Chris received a Bachelor of Mathematics degree from the University of Waterloo in 1992. He was awarded the CPA designation in 2000, the CFA charter in 2002 and is a member of the Toronto Society of Financial Analysts.
Jacob Lunter joined eQuaTe Asset Management in 2016 as an Analyst. His duties at the firm include equity research, systems support and administration.
Jacob attended Oregon State University, where he majored in US History. During his time at OSU, he was a member of the Men’s Pac12 Div-1 Rowing Team. Also, Jacob independently managed a successful U.S. Quantitative Portfolio with full analytics as a 4-year project to compliment his classroom education with practical investment experience. Jacob designed the strategy to consider both Quantitative and Technical characteristics, and his approach to security selection added considerable value over time.