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Our team

Experienced professionals with a wealth of industry knowledge, our dedicated team leverages their deep insights to oversee your portfolio and deliver an exceptional client experience.

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Lindsay Holtz, CFA

President & Director
Portfolio Manager & UDP

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CCL-One_Lizanne-Ross-Onder

Lizanne Ross Onder, CFA

Head of Multi-Asset
Institutional Portfolios,
Associate Portfolio Manager

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Patrick Robitaille

Chief Compliance Officer

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Roddy MacKenzie, CIM

Client Relationship Manager
Multi-Asset Institutional Portfolios

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Katherine Raidl

Client Service Administrator
Multi-Asset Institutional Portfolios

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Peter Muldowney

Senior Vice President,
Head of Institutional &
Multi-Asset Strategy
CC&L Financial Group

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