Meet our 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.

Todd Edgar, BA

Todd co-founded Coleford in 1989. His investment experience spans more than 25 years.

He spent 11 years at RBC Dominion Securities where he was Vice President and also co-founder and President of RBC Dominion Securities Global Investment Management.

While at RBC, Todd was responsible for establishing the company’s Tokyo branch office, as Director of RBC Dominion Securities (Asia) Limited.

Previously, Todd was involved in the development of the first Canadian mutual fund to invest in Japanese securities and worked as an investment banker in Hong Kong.

William Fillmore, B.Sc, CFA

Bill is a co-founder of Coleford. He has more than 25 years of portfolio management experience.

Prior to starting Colford, Bill was President of Zephon Investment Management Inc., which specialized in providing investment counseling services to individuals. Prior to that, he spent over 12 years in pension fund portfolio management, with Canada Trust, where he was Manager of Equity Investments and Equity Research.

He was also a Portfolio Manager with Ruggles and Crysdale, a predecessor company to the Guardian Capital Group. He is past Director of the Toronto CFA Society, and in addition to the Toronto CFA Society, is a member of the CFA Institute.

Roger Wilson, B.Ph.E.,CFA

Roger is a co-founder of Coleford. He has more than 25 years of investment experience, focused on individuals and small corporate portfolio management.

Prior to Coleford, Roger was Vice President, Senior Portfolio Manager and a strategist of RBC Dominion Securities Global Investment Management and Royal Bank Investment Management. In the management of global portfolios, Roger was responsible for overseeing and directing the US equity holdings as well as the domestic market division.

He also has specialized experience in individual portfolio management, acquired during his tenure with Jones Heward Investment Management Inc. Roger is a member of both the Toronto CFA Society and the CFA Institute.

Beverley Bucknall – Administrative Officer

Beverley joined Coleford as Administrative Officer in 1990. Beverley is responsible for portfolio administration, quarterly reporting, and accounting at Coleford.

Prior to joining Coleford, Beverley worked in portfolio administration at Mackenzie Financial Corporation, one of Canada’s largest mutual and pension fund management companies. Beverley also worked previously in the private client area with the investment counseling firm of M.S. Lamont and Associates.

After graduation from the University of Toronto, with a B.A. in English, Beverley went on to further her investment knowledge with courses of study through various organizations and also completed the Chartered Financial Planning Program.

Shandi Odermatt – Client Services Coordinator

Shandi joined Coleford in 2010 and has since added her skills to the team by assisting in client services, marketing initiatives and office organization.

Shandi brings to Coleford 12 years of customer service experience and 5 years in the Investment Management industry in both Vancouver and Toronto. Shandi brings the same level of skill and dedication to the administrative 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 in every client contact.

Shandi has completed her IFIC and CSC courses and is currently continuing education with the CSI Institute.

Drew Ramsey, BBA – Analyst

Drew joined Coleford as an Analyst in 2011. Drew is responsible for research and analysis on current equity holdings and conducts analysis on future prospective investments.

Drew also assists the Managing Directors with various tasks and ad-hoc analysis. Prior to joining Coleford, Drew worked as a Financial Analyst at Warner Music Group, the 3^rd largest music company in the world.

Drew is a graduate of Wilfrid Laurier University, where he obtained an Honours Bachelor of Business Administration.

Drew is a Chartered Financial Analyst candidate.