Our team is a diverse group of investment specialists committed to continuous improvement of the client experience. Whether in leadership, analytics, administration or investment decision making, we are united by a singular passion of putting clients at the forefront of everything we do.
& Senior Portfolio Manager
Roger Glassco
The key to helping clients in our industry is to make sure they know you are always available for them in good times and bad. And by staying in close contact with clients, I not only provide assurance but also ensure I can keep current with clients’ evolving objectives and requirements. Most importantly though, is to always be honest and forthright. Trust is the foundation of our client relationships.
I began my investment career in 1970 as an account executive with a large national brokerage firm in Vancouver, B.C. I quickly became the company’s top producer and rose to become the manager of the firm’s Manitoba operations. From 1976 through 1980, I was responsible for serving institutional clients in England and continental Europe. I then became a founding officer of the investment counselling subsidiary of a large financial institution in 1985, responsible for managing individual clients, trusts, estates, benefit plans and small pension funds. Shortly after its inception in 1988, I joined Vestcap as a Portfolio Manager and currently serve as the Chairman of the Board and as a member of the Investment Management Committee.
& Portfolio Manager
David Marshall
Ensuring our client focused culture and services evolve with their needs is my core focus. As an independent wealth management firm dedicated to protecting and building clients’ capital, we help clients reach a variety of life-long personal goals through different stages of their lives. With more than a decade of experience in navigating the complexities of the investment industry, I aim to streamline the investment process and outcomes for our clients. The true measure of success for me is helping our clients reach life-long personal goals.
With over a decade of experience in risk management, investment analysis, and portfolio management, David Marshall has developed a deep understanding of market cycles. His extensive knowledge has allowed him to cultivate and refine his expertise, remaining true to his core investing principles. As a Financial Services Executive, David is dedicated to creating enduring investment solutions and strategies for clients.
CFA Charterholder
Master of Finance, Queen’s University
BCom, Finance (Summa Cum Laude), York University
I enjoy reading widely and spending time with my two children outdoors.
Geoff Heward
At Vestcap, Geoff Heward works with the investment team, providing strategic insight and recommendations on global securities. Geoff has an extensive career in the investment business having worked in London England, Toronto and Montreal with several leading investment banks and for 18 years with an investment manager as a senior portfolio manager. Geoff began his career trading equities, sales-trading, equity sales and capital markets before moving to portfolio management where he was managing a global equity fund and global equities for clients.
Geoff has two children in their 20’s and is happy mentoring and encouraging them to think globally but always supporting their local community. He volunteers and has worked on various boards in the community with a focus on health, senior care and people with special needs. He is an avid skier and plays tennis, squash, rackets and padel.
Private and Alternative Investments
Stuart Bailey
Stuart is an Associate Portfolio Manager and Analyst, Private and Alternative Investments. He supports Senior Portfolio Managers in conducting investment due diligence and managing client portfolios.
Stuart brings over a decade of global markets experience, spanning roles in research, trading, and portfolio management. He graduated from Concordia University with a Bachelor of Science, Specialization Mathematical and Computational Finance. In his free time, Stuart enjoys playing racket sports.
Elma Bazikian
Accuracy and efficiency are integral aspects to success in the investment industry. I ensure that clients receive verified and validated information about their portfolios. In addition to helping clients with various requests such as money transfers, withdrawals, and reporting, I also ensure all security-related transactions and corporate actions are implemented in a timely manner and settled in accordance with industry standards.
I have been in the investment industry, and with Vestcap, for over 25 years. I am responsible for ensuring trade allocations are successfully implemented, performance calculations are accurate and up-to-date, and overseeing day-today maintenance of client portfolios.
As a mother of two teenagers, I am always on my toes, even after hours. I love going for evening walks and reading to stay active and up-to-date.
Lyra Gonsalves
Acting as the bridge between clients, Portfolio Managers, and our custodians, I am responsible for onboarding and responding diligently to all client administrative requests.
My values are trust and personal growth which help me build strong relationships with my clients and colleagues. Through my years in the industry, I have developed a passion for client service and take pride in ensuring smooth day-to-day operations for the team as well as providing an excellent experience for our clients.
With a degree in business administration and over a decade of administrative experience, I started my career in finance in 2012 as an Administrative Assistant at another private wealth management firm. I later joined Vestcap in 2014, bringing my knowledge of back-office procedures and client servicing experience to the team. I consider servicing clients to be of the highest importance and am continuously working to extend our care and commitment on a personal level developing trust and peace of mind.
When I’m not at work, I love experimenting with new recipes in the kitchen and cooking and baking for family and friends. I also love travelling, exploring the outdoors, and when at home, you will usually find me outside in the garden.
Brittney Marson
Brittney Marson has been working in the investment industry since 2017, gaining extensive experience in client servicing and portfolio support. She has completed her CSC, CPH, WME, and AIS, becoming a licensed representative, and is currently pursuing her PMT to achieve her CIM designation.
Over the years, Brittney has earned a reputation for rigor, attention to detail, and delivering exceptional client service, ensuring clients receive accurate, timely, and tailored support.
She holds an Honours Bachelor of Science from McMaster University (2015), which has contributed to her analytical approach and problem-solving abilities. Brittney is recognized for her ability to manage complex tasks efficiently, communicate effectively with clients and colleagues, and uphold the highest standards of professionalism.
Outside of work, she enjoys exploring new culinary experiences, maintaining an active lifestyle, and spending quality time with family and friends.
Additional support provided by
Highgate Group Inc.
Marco Zaino
W: (514) 396-0306
M: (514) 690-2037
Marco is a builder and a true entrepreneur at heart. He loves working with families that have complex financial situations, taking on the challenge of adding value and finding the right solutions. He takes a client-centered comprehensive approach towards our client relationships by utilizing a proven investment model, advanced planning techniques and exceptional client experience. With a diverse background, Marco brings a unique perspective and practical experience to the relationship, allowing for creativity and results. He is committed to building deep relationships with the clients we serve, often becoming their primary advisor for all major financial decisions.
Marco spent the first half of his career in the banking sector with Laurentian Bank Securities and National Bank Financial, where he provided investment management advisory to private clients. That allowed him to gain a deep appreciation for the unique needs of high net worth families. After moving to an independent investment broker dealer, Marco later joined Dundee Goodman Private Wealth as a producing Branch Manager, where he worked with advisors to deliver a 360 approach to client management. Following the acquisition of Echelon Wealth Partners in 2016 and driven by the desire to better serve family wealth, Marco decided to focus on the ultra-high net worth segment through the Quebec Immigrant Investor Program. This led to the creation of the Highgate Group.
A graduate of the John Molson School of Business at Concordia University in Finance, Marco pursued his education by completing an MBA at Queen’s University and Level I and II of the CFA curriculum. He is also a Fellow of the Canadian Securities Institute. A family business owner himself, he founded a successful private healthcare and wellness business that now has multiple locations within the city of Montreal. Marco sits on the Board of the West Island College Foundation, giving back to a cause that helped shape him as an individual and business executive.
Marco is married with two children. He still remains quite active and is an avid soccer player, having played at the highest levels of competition during his youth.
Highgate Group Inc.
Doug Glover
M: (647) 497-8819
Doug Glover has over 40 years of experience in the financial industry, with his most recent role being the Chief Operating Officer and Chief Financial Officer at Echelon Wealth Partners Inc. from April 2016 to June 2024. Prior to that, he served as the Senior Vice President of Operations at Dundee Securities Ltd. from April 2011 to April 2016. Doug is a current member of the FOAS and previously served on the Ontario District Counsel.
Highgate Group Inc.
Alex Hantoumakos
M: (647) 497-8819
E: moc.ofetaghgih@sokamuotnaha
Alex Hantoumakos is the Chief Compliance Officer at Highgate Group Inc., where he leads the firm’s compliance program, ensuring alignment with regulatory requirements and promoting a strong culture of risk management and ethical business practices. With more than 15 years of experience in investment management, he has a deep understanding of regulatory risk, governance frameworks, and advising on business initiatives, augmented by a comprehensive technical skillset. Known for a collaborative, solutions-driven leadership style, he seamlessly integrates compliance with business operations to support efficiency and long-term sustainable growth.
Highgate Group Inc.
Loui Fortin
W: (514) 396-0346
M: (514) 995-1399
Louis is an investment management professional with more than 25 years of experience in various executive positions, acquired with financial institutions operating internationally. He brings extensive background and knowledge in senior leadership and governance. In this new role, he oversees the overall stakeholder experience at Highgate, including clients, partners and advisors. He brings to this position his extensive experience as Highgate Chief Financial Officer and Compliance Officer, where he played a key role in strengthening the firm’s financial governance and regulatory integrity.
Prior to getting involved with family businesses and their enterprising Family continuity, Louis gained his wealth-management expertise with Dundee Global Investment Management and TD Asset Management. In 2012, he was the Canadian CEO of Amundi, one of the largest French asset managers, where he established its Canadian operation in 2007.
To cultivate his entrepreneurial passions, Louis co-founded both a traditional and an alternative investment management firm. He started his career as a floor trader at the Montreal Exchange, where he headed the Goldman Sachs floor team. He holds a Bachelor’s degree in Business Administration from Université Laval and is also a Chartered Real Estate Appraiser.
