Barometer Capital

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Founded with a mission to serve the exclusive needs of high-net-worth investors.

Our Approach

Based in Toronto, Barometer Capital Management was established by its founding partners in 2006.

Prior to founding Barometer, the partners had already established
careers in helping families to manage their wealth. The company was formed to provide a unique platform in response to what the partners viewed as an increasingly institutionalized approach to portfolio management.

At Barometer, we have a suite of products, services and relationship managers carefully designed to serve a wide range of investor types. Our current client mix is approximately 40% high-net-worth private clients, 40% Investment Advisors and 20% institutional investors. Barometer Capital is a team of highly skilled individuals covering investor relations, portfolio management, research, compliance, risk management and more.

30

Years’ investing
experience

Experience isn’t everything, but our leadership has been through markets of all shapes and sizes.

300

High-net-
worth families

We are trusted to care for the assets of over 300 high-net-worth families in Canada and other jurisdictions

Senior Management

David Burrows

 

Chairman, Chief Investment Officer

Geoffrey Spidle

 

President

Peter McCarthy

 

Managing Partner

Diana Avigdor VP and Head of Trading

Diana Avigdor

 

Head of Trading, CFA

Ron Kelterborn

 

Chief Compliance Officer

Paul Tesolin

 

Chief Financial Officer

Saedra Sehgal

 

Chief Marketing Officer


Wealth Planning and Advisory Services

Shivana Stan

 

Head of Wealth Services, Family Wealth Advisor
CPA, CFP

Tiffany L. Harding

 

Head of Wealth & Estate Planning Services, Family Wealth Advisor
CFP, TEP, FEA, CLU


Advisor Sales

Harrison Baptist

 

Senior National Manager
Advisor Sales

Geoff Chisholm

 

Senior Manager
of the Private Client Group


Portfolio Management

James Callahan

 

Portfolio Manager, CIM

Brian MacNicol

 

Portfolio Manager, CIM

Amit Joshi

 

Portfolio Manager, CIM

 

Award-Winning Investment Management

Canadian Hedge Fund Awards 2017

Barometer Global Macro Pool has received two 2017 Canadian Hedge Fund Awards for Best 1-Year Return and Best 5-Year Return.

Fundata FundGrade A+ Award 2017

We’re proud to accept Fundata’s FundGrade A+ Award for our Barometer Disciplined Leadership Balanced Fund.

Corporate Information

Barometer is registered in Ontario as a Portfolio Manager, Commodity Trading Manager, Investment Fund Manager and Exempt Market Dealer. The firm is registered in all other Canadian provinces as a Portfolio Manager and Exempt Market Dealer. Barometer is registered as an Investment Fund Manager in Quebec, Newfoundland and Labrador. In the U.S., Barometer is registered as an Investment Adviser with the Securities and Exchange Commission.

Interested in working together?

To learn more about Barometer Capital Management and how we can assist you with your investment needs, please feel free to contact us.
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