Katherine Guardiero
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 […]
Yuki Liao
Yuki joined Ewing Morris & Co. Investment Partners in June 2022
Michelle-May Grazette
Michelle-May joined Ewing Morris & Co. Investment Partners in April 2022
Shannon Vadovic, BComm
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 […]
Jim Pottow, MBA, CFA
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 […]
