Meet our team

 

Portfolio Management Team

Alain Agostini, MBA, CFA – Managing Director

Alain joined Coleford in 1995. He has been a portfolio manager with Coleford for more than 17 years.

Born in Trinidad, Alain obtained a B.Sc. (Hons) from the University of London and an MBA from the Richard Ivey School of Business at the University of Western Ontario. 

Following MBA studies, Alain returned to Trinidad where he helped establish the Deposit Insurance Company. Alain migrated to Canada in 1988 working first in Corporate Banking at Scotiabank before joining Coleford in 1995. Alain is a Chartered Financial Analyst and is a member of the Toronto CFA Society along with the CFA Institute. Alain is a past director of the Portfolio Management Association of Canada.

 

Robert Hill, MBA, CFA – Managing Director

Bob joined Coleford in 2000. He has been a portfolio manager with Coleford for more than 12 years.

Prior to joining the firm, he spent 16 years with The Bank of Nova Scotia. His tenure was primarily in the wealth management and commercial banking divisions.

Bob completed a MBA from Dalhousie University. He is a member of the Toronto CFA Society and the CFA institute. Bob is currently a member of the Board of Directors and Past Chair of Portfolio Management Association of Canada. In the immediate past, Bob was the Chair of Ancaster Community Services.

Craig Middaugh, MBA, CFA – Managing Director

Craig joined Coleford in 2005. He has been a portfolio manager with Coleford for more than 7 years.

Craig grew up in Nova Scotia where he attended Dalhousie University obtaining his Bachelor of Commerce and MBA degrees.

Prior to joining Coleford in 2005, Craig worked for over 9 years with the Ontario Municipal Employment Retirement System (OMERS) as part of a team managing a $6 billion North American equity portfolio. Prior to OMERS, Craig worked with Ernst and Young in Corporate Finance and Midland Walwyn Capital as an Equity Analyst.

Craig is a Chartered Financial Analyst and is a member of the Toronto CFA Society along with the CFA Institute.

Julie Crothers, MBA – Sr. Vice President & Portfolio Manager

Julie Crothers

Julie joined Coleford in 2016. Prior to joining Coleford, Julie worked for over ten years at private investment counselling firms in Toronto. 

Julie completed a MBA from Rotman School of Management at the University of Toronto and a BA from McGill University. 

Julie chairs the annual events committee for the Havergal Old Girls Association and is a member of the Michael Wilson Society at CAMH. 

 
   

 Taylor Wilson, CFA, MFin – Vice President & Portfolio  Manager

 Taylor Wilson Coleford Investments

Taylor joined Coleford as Vice President & Portfolio Manager in 2015. He is a member of the Portfolio Management team, assisting with research, portfolio management and trading. Taylor was previously a Fixed Income Trader at Foyston, Gordon & Payne and before that worked in the Private Client division helping to manage High Net Worth individuals.

Taylor is a Chartered Financial Analyst and member of the Toronto CFA society. He graduated from Wilfrid Laurier University with an Honours Bachelor of Business Administration and from Queen’s University with a Master of Finance.

Operations

Shandi Tocheri, Manager Client Services

Shandi Tocheri Coleford Investment Management

Shandi joined Coleford in 2010 and has since added her skills to the team by overseeing client services, office management, technology support, marketing initiatives and HR. Shandi brings to Coleford 14 years of customer service experience and 9 years in the Investment Management industry in both Vancouver and Toronto specializing in high net worth clients and institutions. 

Shandi brings the same level of skill and dedication to the organizational aspects of our clients’ accounts as our investment team brings to the management of their assets. Her overall goal is to bring an exceptional client experience to every client interaction while insuring the office runs smoothly so all focus can be on the clients. 

Shandi has degree in Business administration and has completed her IFIC and CSC courses.

Dyra Coronado, Operations Analyst 

Dyra Coronado Coleford Investment Management

Dyra joined Coleford in December 2014. She provides support in many aspects of Coleford including data management, client reporting and trade processes. She also works closely with the Client Services team to ensure that we deliver an exceptional client experience and ensuring integrity of our data systems. 

Prior to joining Coleford, Dyra graduated from a Business Administration Management program. She previously worked for the City of Toronto and the Canada Revenue Agency.

Nicole Naval, Client Service Associate  

Nicole joined Coleford in May 2017 bringing in over 8 years of customer service experience. She provides support within client services, office administration, and operations. Prior to joining Coleford, Nicole worked previously within retail management with a specific focus on business operations.

As a Client Services Associate, Nicole works closely with the Coleford team to ensure that we deliver exceptional client experience. Additionally, she handles a broad range of client requests and acts as a liaison between the client and custodian.