We left the big firms so we could do investing differently. For us, that means answering our own phones. Understanding our clients’ lives. Jargon-free explanations. Being straight-forward, straight-shooting. And above all, having a firm that allows and requires us and our interests to always be on the same side as our clients.
Matt has a CIM® (Chartered Investment Manager) designation and is the first point of contact for everyone interested in Avenue. Matt is an expert in understanding and assessing the vast array of complicated financial products that many people own prior to becoming Avenue clients. Matt is a member of Avenue’s investment committee, specializing in risk management within client portfolios. He also looks after client relationships, with a focus on Ontario and Western Canada.
Matt joined Avenue in 2012 as a seasoned veteran having joined the industry in 2004 with experience on both the institutional and retail side of the business. Prior to Avenue Matt has worked at Harvest Portfolio Group and CIBC. Matt graduated with a Bachelor of Commerce with honours from Ryerson University.
Bryden is a CFA® charterholder and a member of Avenue’s investment committee. Bryden has portfolio management responsibly for both the equity and bond portfolios. In his research role, he works tirelessly to find the next great cash generating investment opportunity. He also looks after client relationships primarily in Ontario and is responsible for trading and operations.
Bryden joined Avenue in 2013 and earned his CFA designation in 2015. Prior to joining Avenue, Bryden spent time working in Debt Capital Markets at TD Securities. He graduated from the University of Toronto in 2012 with an honours degree in Economics.
Paul is a CFA® charterholder and a member of Avenue’s investment committee. Paul is Avenue’s lead bond portfolio manager, specializing in corporate credit analysis. He also looks after client relationships and is responsible for the firm’s regulatory compliance.
Prior to co-founding Avenue in 2003, Paul was a Senior Portfolio Manager at TD Asset Management for eight years. Before that, he worked at TD Securities as Chief Dealer in the Money Market Department. Paul received his CFA designation in 1991, and graduated with a B.A. in economics from York University. He is a member of the Toronto Society of Financial Analysts and the CFA Institute.
Cynthia specializes in client support. She works seamlessly with all of Avenue’s portfolio managers to address client inquiries, technical support, and has expert knowledge of NBIN’s processes and procedures. If there is something you need help with, she can get the ball rolling in the right direction. Cynthia joined Avenue in 2016 having graduated from Ryerson University with a bachelor’s degree in commerce.
Bill is a CFA® charterholder and a member of Avenue’s investment committee. Bill is Avenue’s lead equity portfolio manager, working to find the next great cash generating investment opportunity. He also looks after client relationships, with a focus on Ontario and Western Canada.
Before joining Avenue in 2004, Bill was a Portfolio Manager at Sentry Select Capital for two years. Bill spent the previous decade working at TD Asset Management progressing from trading to analyst to Portfolio Manager. Bill received his CFA designation in 1998, having graduated with a BA in economics from Dalhousie University. He is a member of the Toronto Society of Financial Analysts and the CFA Institute and sits on the investment committee of a major charitable organization.
Yvonne keeps Avenue’s trading and operations running smoothly. She has the responsibility to sort through the many issues involved with today’s complicated regulatory requirements and has the ability to make it look effortlessly. Yvonne was pulled from an obviously too early retirement in 2016. She previously had a full and rewarding 35-year career at TD Bank.