NEI Investments

John brings more than 25 years of investment industry experience, having worked for some of Canada’s top financial institutions. Prior to joining NEI, John led product and investment teams at Merrill Lynch Canada, TD, Dynamic Mutual Funds and HollisWealth. There he founded and chaired asset allocation and investment portfolio committees, led manager oversight activities and was responsible for research teams that covered equities, fixed income, mutual funds, ETFs and alternative products.

John holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto and is a CFA Charterholder.

Judith has more than 15 years of experience managing multi-asset portfolios, bringing deep expertise in asset allocation, portfolio optimization, investment strategy design, and managing and monitoring day-to-day portfolio activities. Prior to joining NEI, Judith managed over $48 billion in assets across seven portfolio programs for one of Canada’s big banks. Before that she worked as an equity research analyst at Merrill Lynch Hong Kong.

Judith has a Bachelor of Economics from Simon Fraser University and is a CFA Charterholder.

He is also responsible for external manager research across entire Aviso Wealth. Will is also a voting member of the NEI Asset Allocation Committee. Will received a Bachelor of Arts in Economics from the Queen’s University and holds both the Chartered Financial Analyst designation and Chartered Alternative Investment Analyst designation.