Our team

Gary is co-head of the fundamental equity team. He is responsible for the leadership of the fundamental equity investment and portfolio strategy. He is also on the asset allocation committee, the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. Gary joined CC&L Investment Management in 2003 as a fundamental equity portfolio manager and previously led the fundamental equity team for 18 years. Prior to joining CC&L Investment Management, Gary worked in engineering, investment analytics, and research positions at various companies across Canada.

Gary holds a Master of Business Administration from the University of Toronto and a Bachelor of Engineering from McMaster University. He is also a CFA charterholder.

Phil is co-head of the client solutions team, is on the investment risk management committee, the compliance & risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. Phil joined CC&L Investment Management in 1993 as an analyst on the fundamental equity team and was also a portfolio manager on the team for 13 years before leading the client solution team. Prior to joining CC&L Investment Management, he worked at other Canadian asset management firms as an analyst.

Phil holds a Bachelor of Commerce from University of British Columbia and is a CFA charterholder.

Derrick is the Chief Compliance Officer for Connor, Clark & Lunn Investment Management Ltd. He is also on the risk management & compliance committee, the investment risk management committee, and the CC&L Investment Management ESG committee.

Derrick holds a Bachelor of Business Administration from Simon Fraser University and is a CFA charterholder.

Jenny is a portfolio manager and co-head of the quantitative equity team. She is responsible for the leadership of the business and team strategy. She is also a Director of Connor, Clark & Lunn Investment Management Ltd. Jenny joined CC&L Investment Management in 2007 as a quantitative equity analyst & trader and became a product specialist on the team in 2015. Prior to joining the firm, she worked in American finance with roles in analytics, strategy, and leadership.

Jenny holds a Bachelor of Arts in Physics and Computer Science from Columbia University in New York City, NY, U.S.A.

Martin is the President of Connor, Clark & Lunn Investment Management Ltd., and is its Chief Investment Officer. Martin is responsible for setting the strategic direction for the firm as well as the ongoing oversight of our business and investment programs. In addition, he is head of the asset allocation committee, chairs the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. He is also on the board of directors of Connor, Clark & Lunn Financial Group Ltd. Martin joined the firm in 1990 and has had responsibilities in a variety of areas, including equity trading, quantitative and fundamental research, and portfolio management. He was also the previous leader of the Quantitative Equity Team.

Martin holds a Bachelor of Commerce from the University of British Columbia and  is a CFA charterholder.

Steven is co-head of the quantitative equity team, with leadership responsibility of the investment strategy and research.  He is also on the asset allocation committee, the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. Steven joined CC&L Investment Management in 1996 as a quantitative equity analyst and was previously the sole lead of the quantitative equity team for six years.

Steven Holds a Bachelor of Commerce from the University of British Columbia and is a CFA charterholder.

Calum is a portfolio manager and co-head of the client solutions team. He is also a Director of Connor, Clark & Lunn Investment Management Ltd. Prior to joining CC&L Investment Management in 2023, he worked in several progressively senior investment management roles, including leadership posts in both Canada and the UK.

Calum earned an MBA (with Distinction) and an MSc in Economic Management and Policy from the University of Strathclyde Business School, Glasgow, as well as an MA (Honours) in Economic Science from the University of Aberdeen. He is a CAIA charterholder. 

Mandy Powell is the lead of the corporate services team (CST). The CST is responsible for operational and administrative processes that support the work of the CC&L Investment Management Client Solutions team, as well as corporate initiatives that support all staff internally at CC&L Investment Management.

Mandy holds a Diploma in Photojournalism from Loyalist College.

Lori is a portfolio manager on the client solutions team. She is responsible for institutional client service. Lori also chairs the CC&L Investment Management ESG Committee.

Lori holds a Master of Business Administration from McGill University and a Bachelor of Science with honours from the University of Western Ontario. She is also a CFA charterholder, a Fellow of the Society of Actuaries, and a Fellow of the Canadian Institute of Actuaries.

Warren Stoddart is the President and Chief Executive Officer of Connor, Clark & Lunn Financial Group. Warren has held this position for over 20 years, until 2021 as Co-Chief Executive Officer with Michael Freund, with whom he shared overall responsibility for the growth and development of the firm and its ongoing management.

Before taking on his current role, Warren was a partner of Connor, Clark & Lunn Investment Management Ltd. where he had a range of responsibilities, including leader of the firm’s fixed income team. Earlier in his career Warren was employed in what is now known as the Brookfield Asset Management group of companies as a Vice President of Trilon Financial Corporation. Prior to that, Warren worked in fixed income trading and sales at Merrill Lynch Canada.

Warren holds a BA from Trinity College, University of Toronto.

TJ is a portfolio manager and head of the fixed income team. He is responsible for leadership of the team and macro research and strategy. TJ is also a member of the board of directors and asset allocation committee.

TJ holds a Bachelor of Commerce degree with honours from Queen’s University and is a CFA charterholder.

As Connor, Clark & Lunn Financial Group’s Managing Director, Michael focuses on business management across the group. Prior to joining the firm in 2016, Michael held positions with Macquarie Group and Scotiabank. At Macquarie Group, Michael was responsible for investment management affiliates in Europe and Asia as well as strategic acquisitions.

Michael has a Bachelor of Engineering with honors and Bachelor of Law with honors from the University of Adelaide, and an MBA with distinction from Harvard Business School. 

Andrew is a portfolio manager and co-head of the fundamental equity team. He is responsible for the leadership of the business and team strategy. He is also a Director of Connor, Clark & Lunn Investment Management Ltd.  Andrew joined CC&L Investment Management in 2014 as a fundamental equity product specialist. Prior to joining the firm, Andrew was an analyst and director in the Canadian banking industry.

Andrew holds a Bachelor of Business Administration from Wilfrid Laurier University and is a CFA charterholder.