Breann joined Ewing Morris & Co. Investment Partners in July 2018. Breann is responsible for operations, compliance and legal. Prior to her current role, Breann spent five years as Vice President, Legal & Compliance at BlackRock Canada, where she provided legal and regulatory support on a wide variety of matters. Breann began her career as a corporate lawyer at Osler, Hoskin & Harcourt LLP. Prior to receiving her LL.B from Dalhousie Law School in 2010, Breann studied Finance at Saint Mary’s University in Halifax. Breann currently serves on the investment committee for OCAD University.

James joined Ewing Morris in 2024. Prior to this, James was the Managing Partner and Portfolio Manager at Aventine.

He has also served as a Portfolio Manager for two industry leading funds at an independent investment firm based in Toronto, Canada with approximately $1 billion in assets under management. Previously he served as an investment consultant focusing on the development and implementation of quantitative strategies for institutional portfolio managers across Canada and the US. James is a CFA Charterholder and member of the Toronto CFA Society. He earned a Bachelor of Business Administration (Finance) from Wilfrid Laurier University.

Randy joined Ewing Morris in 2015 as the founding Portfolio Manager of the Ewing Morris Flexible Fixed Income Fund LP. 

Prior to his current role, Randy was a Portfolio Manager at Norrep Capital Management, a boutique Canadian mutual fund company. At Norrep, Randy managed the firm’s $300mm in fixed income assets, which consisted of investments in the high yield corporate bond and senior loan market. Before joining Norrep, Randy was a partner and high yield credit analyst at Marret Asset Management, one of Canada’s leading high yield credit specialists.

Randy received a Bachelor’s of Commerce degree in Finance from the Sauder School of Business at the University of British Columbia in 2007 and became a CFA Charterholder in 2011. Randy is also a Leslie Wong Fellow, having participated in UBC’s Portfolio Management Foundation during his time at Sauder.

Outside of chasing down basis (or percentage) points in the market, Randy can be found on a nearby sports field with his two boys or listening to Andrew Huberman or David Senra.

Anthony joined Ewing Morris & Co. Investment Partners in May 2017. Anthony has been in the investment management industry since 1999. He joined Georgian Capital Partners in 1999 as a research analyst upon completing his Commerce degree at Queen’s University. He received his CFA designation in 2002 while working at AIC Investment Services and was promoted to Portfolio Manager in 2004. He moved to Trapeze Asset Management in early 2007 before leaving to co-found Broadview Capital Management in late 2008.

Will is responsible for managing the firm’s relationships. Prior to joining Ewing Morris & Co., Will was a partner in the corporate and securities group at Borden Ladner Gervais, a leading Canadian law firm where he developed a successful transactional and investment management practice. Will received an Honours Bachelor of Arts (Philosophy) degree from Western University (Huron College) in 2003 and received his Juris Doctorate from Queen’s University in 2006.  Will is an engaged member of the community including serving as a Director of the Leacock Foundation.

Perry joined Ewing Morris & Co. Investment Partners in April 2015. Prior to his current role, Perry worked at Delaney Capital Management, Bluewater Investments Management and Leon Frazer and Associates in various operational capacities. Perry attended the University of Wilfred Laurier.

David joined Ewing Morris in 2024. Prior to this, he was a Portfolio Manager at Aventine.

David’s previous roles include being an Associate Portfolio Manager at a large Canadian Pension Fund, covering North American equities, and an Analyst for the Equity Long/Short team of UBS O’Connor, a large multi-strategy hedge fund, based in London, UK. David has earned a Bachelor of Commerce degree from Queen’s University and a Masters in Finance from London Business School.

Nicholas joined Ewing Morris in 2024. Prior to this, he was a Senior Associate at Aventine.

Nicholas previously worked alongside the Aventine team as a Summer Investment Analyst while earning a Bachelor of Commerce (Hons.) degree from Queen’s University. Nicholas completed his Juris Doctor degree down under in Australia, achieving Class 1 Distinction. While studying, Nicholas volunteered as a senior student advisor at the school’s Commercial Law Clinic.

Michelle-May joined Ewing Morris & Co. Investment Partners in April 2022

Yuki joined Ewing Morris & Co. Investment Partners in June 2022

Katherine joined Ewing Morris & Co. Investment Partners in July 2024. She serves as the primary contact for existing and new client inquiries, efficiently handling requests for security transactions and transfers, all while delivering exceptional client service. Katherine graduated from the University of Guelph with an Honours Bachelor of Commerce degree in Management, Economics, and Finance, specializing in Finance. In 2023, she earned a place on the Department of Economics and Finance Chair’s Scholars List. 

Katherine is currently pursuing the Canadian Securities Course to enhance her expertise further.

Amy was previously CEO of Kingsdale Advisors, a leading shareholder services and advisory firm specializing in strategic and defensive advisory, governance advisory, proxy and voting analytics and investor communications. Prior to Kingsdale, Amy spent over 15 years in capital markets as an investment banker with global firms including Stifel and Morgan Stanley in both Toronto and New York. Amy currently serves as a director of Mandalay Resources Corporation (TSX:MND) and was previously a director of Park Lawn Corporation (TSX:PLC). Amy holds an MBA and JD from the University of Toronto.

Shannon joined Ewing Morris in 2024. Prior to this, Shannon was the Head of Private Client Services at Aventine.

Previously, Shannon worked for SunLife Financial where she utilized “insurance as an asset class” strategies designed to mitigate the tax impact of succession planning for high net worth individuals and families. Shannon holds a Bachelor of Commerce degree from the University of Guelph and an advanced diploma in Accounting.

Jim joined Ewing Morris in 2024. Prior to this, Jim was a Partner at Aventine and the firm’s Chief Compliance Officer.

His previous roles include serving as a portfolio analyst at an independent investment firm based in Toronto, Canada with approximately $1 billion in assets under management, and as a Country Manager for the Private Equity and M&A group at Marsh & McLennan. Jim also gained experience with Macassa Capital, Quilvest Private Equity and Bain & Company. Jim is a CFA Charterholder. He earned a B.Comm from Queen’s University and an MBA from Harvard Business School.