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
Head of Trading, CFA
Ron Kelterborn
Chief Compliance Officer
Paul Tesolin
Chief Financial 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, CDFA
Advisor Sales
Harrison Baptist
Senior National Manager Advisor Sales
Portfolio Management
James Callahan
Portfolio Manager, CIM
Brian MacNicol
Portfolio Manager, CIM
Michael O’Donnell
Head of Risk Management and Senior Trader, CFA
Amit Joshi
Portfolio Manager CAIA, 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.