Podcast

With over 25 years of experience in the financial industry, Sarah specializes in managing investment portfolios for high and ultra-high net worth individuals and advising them on the complexities associated with their wealth. Sarah is dedicated to helping her clients – both individuals and families – with the transition through different stages of their lives and helping them to manage risk and secure their legacies with solid investment decisions.

Jeff Sujitno, CPA, CA, CIM

Jeff is a Portfolio Manager at Wellington Square and has a 20-year investment track record managing portfolios for institutional and retail clients. He is responsible for portfolio construction and positioning and is responsible for private credit security selection. Prior to founding Wellington Square, Jeff was Senior Vice President of Investments at IA Clarington where he was the lead Portfolio Manager of several funds and ETFs. Previously, he was a Partner and Portfolio Manager at Norrep Funds where he created and led their senior loan investment business. Jeff began his investment career at McKenna Gale Capital joining as an Associate and becoming a Partner. At McKenna Gale, he helped to manage funds on behalf of the largest institutional funds in Canada. Jeff earned his HBA degree from the Ivey Business School at the University of Western Ontario and is a CPA, CA and CIM®.

Karl Burnham, CFA, MBA

Karl is a Portfolio Manager at YTM Capital Asset Management Ltd with 27 years of experience in Trading and Portfolio Management. He started his bond trading career at CIBC in 1993 and within 2 years, he was made CIBC’s Head Corporate Bond Trader. Karl oversees Corporate Credit, Provincial Credit, RRB, ABS, MBS, CMBS, Strip, Crown, Yankee, Municipal, Emerging Markets and Eurobonds. Throughout his career, he has overseen credit books traded in Toronto, New York, London, and Montreal with an aggregate value in excess of $10 billion. Karl earned his MBA from Schulich School of Business and is a Chartered Financial Analyst.