Barometer Capital

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.

1.0

Billion in assets
under management
experience

We manage every dollar as if it were our own and don’t allow emotion to dictate action.

As at December 31, 2022.

400

High-net-
worth families

We are trusted to care for the assets of over 400 high-net-worth Canadian families across Canada and the U.S.

Senior Management

David Burrows

Chairman and Chief Executive Officer

Geoffrey Spidle

President, Private Client Group

Peter McCarthy

Senior Vice-President, Private Client Group

Diana Avigdor

Head of Trading, CFA

Ron Kelterborn

Chief Compliance Officer

Paul Tesolin

Chief Financial Officer

Portfolio Management

Jim Schetakis

Senior Portfolio Manager

James Callahan

Associate Portfolio Manager

Brian MacNicol

Associate Portfolio Manager, CIM

Michael O’Donnell

Head of Risk Management and Senior Trader, CFA

Amit Joshi

Associate Portfolio Manager

Client Services

Lori Ouellette

Senior Wealth Manager,
Private Client Group

Shivana Stan

Senior Wealth Manager,
Private Client Group, CPA, CMA

Tanya Kramarska

Senior Wealth Manager, Private Client Group, CFP

Pamela Hastings

Senior Wealth Manager,
Private Client Group

Harrison Baptist

Senior National Manager
Advisor Sales

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.
Click Here