Management Team
Innovative and Experienced Leadership
Executive Officers
Anthony S. Layton – Chairman & CEO, and Branch Manager
Brenda Bartlett – President & Chief Operating Officer
Brenda brings a 20 year track record of successfully achieving strategic goals at major Canadian financial institutions. Her personal values of integrity and transparency match the PWL culture. Brenda’s breadth and depth of knowledge on Canadian investors and the marketplace means that she is uniquely placed to capitalize on PWL’s strengths and continue to grow the firm. With a strong, experienced hand at the helm, Brenda oversees the day-to-day operations and she leads the management team in setting the strategic direction of the firm and in the implementation of major initiatives.
Lynn Dery Capes – Director, Finance & HR
Lynn’s primary responsibilities are to establish accounting policies, financial strategies and financial controls, ensuring the integrity of all financial results and regulatory financial filings. Her role also encompasses communicating financial performance and forecasts to the Management Committee. Lynn is a Chartered Accountant with an MBA and 25 years experience across a broad range of industries; from accounting services, property management, outdoor advertising and most recently as Chief Operating Officer in a biomedical research institute.
Corporate Management Team
Raymond Kerzérho – Director of Research
Raymond is the Director of Research at PWL Capital. He has spent a large part of his career managing bond and derivative product portfolios for pension funds, mutual funds and for a major bank. He holds degrees from HEC Montreal (BBA) and Laval University (MBA) and has earned the Chartered Financial Analyst (CFA) designation. Raymond’s mission is to maximize clients’ risk-adjusted return by applying his in-depth knowledge of the capital markets.
Raymond chairs the PWL Capital Investment Committee. Over the years Raymond has authored numerous articles, white papers and economic commentaries. He is sought-out by members of the media as a trusted and knowledgeable source on capital markets.
Michael Simioni – Senior Director, Operations & Compliance
Chief Compliance Officer
As Senior Director of Operations and Compliance at PWL, Michael plays a vital role in day-to-day operations of the company. He is responsible for monitoring all investment based activities of the firm. He ensures all policies and procedures are being followed so that PWL operates with the strongest controls and compliance practices. His depth of knowledge, integrity and attention to detail are essential assets, as he conducts regular audits of clients’ portfolios and ensures that they are accurate and up-to-date. Michael brings his many years of industry and leadership experience in increasingly responsible roles from both TD Waterhouse and CDS (Clearing and Depository Services) Canada. Michael has a Bachelor of Commerce, in Finance from Concordia University and is a Chartered Financial Analyst (CFA).
Maggie Alongi – Director, Marketing and Communications
As the Director of Marketing and Communications, Maggie is responsible for creating clear, concise and thoughtful communications for our clients, including developing a strong Web-based platform and publicity tools. She also works to develop a broader awareness of the PWL Capital brand in the Canadian marketplace. Her career path has allowed Maggie to develop a solid experience in all areas of communications, and a strong entrepreneurial approach to project management. At PWL, she uses her creative skills to help the team work together and deploying the right medium at the right time, to reach out to our clients.
Eric Lavoie – Director, Information Technology
As Director of Information Technology, Eric Lavoie ensures the implementation and maintenance of PWL’s internal computer systems. His technological expertise in security and access to data over networks, assures that all client data is protected by the swift and judicious implementation of the latest industry standards for network security. His rapid response to technical issues and care in implementing the right technology to each situation mean that PWL’s electronic communications are up and running, so that our clients’ are well served.
Branch Managers
Cameron Passmore – Portfolio Manager, Ottawa and Toronto
André Morin – Investment Advisor, Wealth Manager, Rivière-du-Loup
PWL Advisors Inc.
Caroline Nalbantoglu – Senior Financial Planner, Montreal