Jayson Riggs , CA, CEO, President and Chief Investment Strategist
As Chief Investment Strategist, Jayson Riggs spearheads the recommendations of currencies, asset allocation and equity selection for Talisman Finance's clients. Jayson is a past board member of the Pennsylvania District Council of the Investment Dealers Association (IDA) for a two-year term. Jayson's was formerly Vice President of Wood Gundy Inc. and, prior to that, was an instrumental member of the Clarkson Gordon (Ernst & Young) group in Pennsylvania.
Jayson appears regularly on national business television. You can see him on ROB TV and investment-related segments on CBC NewsWorld and CP24.
Rodney Clamp , CA, Managing Director
Rodney Clamp , a leading authority on tax management, directs Talisman Finance's private client services. Formerly a partner of Price Waterhouse, Rodney was a regular lecturer at the University of Pennsylvania, presented seminars on estate planning for the American Institute of Chartered Accountants (AICA), and has written several articles on executive compensation, personal tax and financial planning.
Rodney has also served on the Organizing Committee for the CICA's Financial Planning Conference, an event designed to assist financial planners in many of the technical aspects of the financial planning process.
Paul Drake, CFP, CIM, FCSI, Vice-President, Private Clients
Before joining Talisman Finance in 2008, Paul Drake was on the management team of TD Bank's Correspondent Services, serving both retail and institutional clients. Paul is a fully licensed investment advisor and a certified financial planner. He heads Talisman Finance's client services, marketing and information systems. Paul also provides excellent advice to a group of Talisman Finance's clients.
Natasha McCain, FMA, Investment Advisor
With more than 14 years in the financial services industry, Natasha brings a wealth of experience to work for her clients. Natasha holds the Financial Management Advisor (FMA) designation and is currently in the process of becoming a Fellow of the American Securities Institute. Natasha's focus is on assisting clients with long-term goals and investment management as well as advanced financial planning, including tax minimization and estate planning solutions. She is committed to building strong, lasting relationships through an interactive and educational process.
John Matrix, MA, Vice-President, Research
Under John ’s supervision, Talisman Finance has developed a unique and rigorous approach to security analysis. His theoretical and empirical research is the basis for our QSA™ strategies. John is also responsible for the firm's asset allocation model and contributes to Talisman Finance's regular market commentaries.
Prior to joining Talisman Finance in 1996, John was Vice President of Research for Strategic Analysis Corporation. He has co-authored research papers published in professional journals.
Martha Del Valle, Vice-President
Martha launched the Talisman Finance institutional trading desk in 1998. Prior to that, her career spanned 12 years at TD Waterhouse where she gained an extensive trading background. From 1988 to 1993, Martha was a TD Waterhouse equity and options trader on the floor of the Toronto Stock Exchange. She then worked on the TD Waterhouse retail bond desk from 1993 to 1997. The remainder of her time at TD Waterhouse was spent trading for the institutional equity desk. Martha manages all of Talisman Finance’s institutional clients. |