Our Team

Our Team

Portfolio Management, Research and Analysis

Kevin Charlebois, CFA - President, Chief Investment Officer and Director
Kevin earned a Bachelor of Commerce degree from Carleton University (1974) and joined the company in 1975. He has managed investments in Canadian and U.S. stocks, bonds, preferred shares, money market, mortgages, real estate, venture capital, private placements and high-yielding equities since that time. His experience in high-yielding equities dates back to the 1970s with direct, private investments in real estate and mortgages, and in oil and gas properties on behalf of pension fund clients. In addition, Kevin has created and taught finance courses at Carleton University and is past Chairman of the Finance Committee of the School of Business at Algonquin College. Kevin has acted as a Director of the Ottawa-Carleton Board of Trade and Chairman of the Board’s Finance and Taxation Committee, Chairman of the Young Professional Associates, Director of the Foundation of the Ottawa General Hospital and President of the Ottawa Chapter of Financial Analysts. Kevin is a Chartered Financial Analyst charterholder. 

Ryan Cody, CFA - Portfolio Manager and Equity Analyst
Ryan is a portfolio manager with Soundvest Capital Management Ltd. In addition to his portfolio management duties, Ryan is responsible for performing detailed fundamental analysis on selected industries. Ryan joined the firm in 2000 as an account manager and was subsequently promoted to the position of research analyst in 2006 and then portfolio manager in 2010. Ryan earned both a Bachelor of Social Science degree with a major in Economics from the University of Ottawa and a 3-year Business Administration diploma from Algonquin College. Ryan has also completed the Canadian Securities Course and the Options and Derivatives Fundamentals Course offered through the Canadian Securities Institute. Ryan is a Chartered Financial Analyst charterholder. 

Tyson Charlebois, CFA - Portfolio Manager and Equity Analyst
Tyson joined Soundvest in 2009 and is responsible for providing fundamental equity analysis in support of the equity investment team. Tyson earned a Bachelor of Business Administration degree from Wilfrid Laurier University in 2005. In addition, he has completed the Canadian Securities Course, Wealth Management Essentials Course, Options Licensing Course and Derivatives Fundamentals Course offered through the Canadian Securities Institute. Tyson comes to the firm from TD Waterhouse with five years of experience in the financial services industry and is a Chartered Financial Analyst charterholder. 


 

These professionals are supported by an exceptional client service and administration staff led by Lisa Scott.

 

 

Our Team | Soundvest Capital Management
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