Alitis Investment Counsel

Cecil Baldry-White is the President, Chief Executive Officer and a Director of Alitis Investment Counsel and has over 22 years experience in the financial services industry as an investment advisor and branch manager for one of Canada’s largest Investment Dealers.

Cecil’s qualifications include Certified Investment Manager (CIM^®) and Certified Financial Planner (CFP). He has completed the Branch Managers course, the Options Supervisor course and holds a Bachelor of Science in Forestry (BSc) degree from the University of BC. Cecil also holds a Level II Life License through Alitis Insurance Services.

Kevin Kirkwood is the Chief Investment Officer and Chief Compliance Officer of Alitis Investment Counsel and has over 18 years experience in the financial services industry primarily in the areas of investment analysis, portfolio design, and compliance. Mr. Kirkwood is also the President and part owner of Global Portfolio Review Inc., a consulting firm focused on helping retail brokers design and manage investment portfolios for their clients.

Prior to starting Global Portfolio Review Inc in 2005, Kevin was the Chief Operating Officer of Cartier Partners Securities and Director, Investment Portfolios with Cartier Partners Portfolio Management. Prior to these positions, Mr. Kirkwood was the Manager, Specialty Investments for Cartier and its predecessor firm, Great Pacific Management Co. Ltd.

Mr. Kirkwood’s qualifications include the Chartered Financial Analyst (CFA) designation, a Master of Business Administration (MBA) degree from McMaster University in Hamilton, Ontario, and a Bachelor of Arts (BA) degree from the University of British Columbia in Vancouver, B.C.

Mitchell Prothman has a key role in the asset management operations at Alitis. His responsibilities include investment due diligence, economic analysis and portfolio management. Mitchell also plays a pivotal role in maintaining the functionality of day-to-day operations at Alitis. He began his finance career with Dundee Securities where he spent almost 6 years as an investment advisor.

Mitchell’s qualifications include the Chartered Financial Analyst (CFA) designation, a diploma in Financial Management from BCIT and the Certified Financial Planner (CFP) designation.

Terry Gwilliam is the Vice President and a Director of Alitis Investment Counsel and has over 24 years experience in the financial services industry as an investment advisor with a number of securities dealers in British Columbia. Terry has also been the Western Canadian representative for AGF Mutual Funds and a Human Resources Manager with Canadian Forest Products Ltd.

Terry’s qualifications include Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI). Terry has a strong insurance background and holds a Level II Life License through Alitis Insurance Services.

Nicole Thelin is the Controller and Operations Manager of Alitis Investment Counsel. She works closely with the fund accountants to ensure accurate and timely reporting of financial information. Nicole also manages the day-to-day operations at Alitis.

Nicole is a Certified General Accountant with a Bachelor of Business Administration in Accounting from Kwantlen Polytechnic University. Nicole joined the Alitis team in 2010 with over 6 years previous experience in accounting.