Portfolio Solutions Group (PSG) is GLC’s asset allocation investment division. PSG applies a tailored approach to target risk and target date fund-of-funds to deliver strong risk-adjusted returns through a disciplined approach to portfolio construction, active management and rigorous oversight. The focus on strong risk-adjusted returns for each investment mandate gets to the root of what investors need to help them comfortably achieve their long-term investment goals.
A member of the Portfolio Solutions team since 2011, Susan is responsible for the entire team and oversees portfolio management of the asset allocation portfolios, including independent screening, selection, due diligence and monitoring of each investment manager and underlying fund component.
Susan joined the Laketon team in 1996, where she held progressively senior roles, most notably co-lead manager for the Canadian Growth equity mandate. Susan also has experience managing U.S. equity mandates and working as a global equity analyst.
Susan holds an honours bachelor of commerce degree from Queen's University and is a CFA charterholder.
Brandon is co-manager of PSG’s asset allocation portfolio strategies. He is also responsible for independent screening, selection, due diligence and monitoring of each investment manager and underlying fund component. Brandon has been with the PSG team since 2011. He was previously an Assistant Portfolio Analysis Manager with the Great-West Life group of companies. He also worked as a product analyst for Quadrus Investment Services, where he played a key role in creating and implementing the product due diligence process.
Brandon holds an honours bachelor of business administration degree from Brock University and is a CFA charterholder.
Igor joined the Portfolio Solutions Group team in August 2013, and conducts in-depth fund and market analysis for the team, as well as business analysis for the asset allocation portfolios managed by Portfolio Solutions Group.
Igor holds a bachelor of management and organizational studies (finance) from Western University and is a CFA charterholder.