Investments

group sitting at board room table, a smiling woman in the center

Your Investment Team


Chief Investment Officer

Peter has been an integral part of our investment team since 1999, following his tenure as Executive Vice-President & Chief Investment Officer at a major investment management firm. With a career spanning several decades, Peter has been deeply involved in managing portfolios, establishing asset mix strategies, and making key investment decisions across all asset classes. His extensive experience and expertise have made him a cornerstone of our investment operations. Peter is well-regarded within the Winnipeg investment community, actively participating in numerous investment committees.

Managing Director, Alternative Assets

Clancy joined the investment team in December 2009, bringing with him a wealth of experience. He previously served as the Chief Investment Officer at Richardson Partners Financial Limited for seven years, overseeing investment strategies and managing portfolios. Before that, he invested in private equity opportunities for James Richardson & Sons, Limited, and before that he managed a $500 million Canadian equity fund for a major Manitoba pension fund. Since joining CSSB, he spearheaded the development of a robust alternatives investment portfolio, enhancing our overall strategy. He implemented a team-based approach within the alternatives program, fostering collaboration and leveraging the collective expertise of our investment professionals.

Senior Portfolio Manager, US Equities

Stephen is a graduate of Manitoba’s I.H. Asper School of Business and earned his CFA charter in 2005. Before joining the CSSB investment team in 2009, he accumulated a decade of valuable experience at a leading investment management firm in Winnipeg. Currently, Stephen manages our US Equity program, which consists of two active funds and two passive funds, with a dedicated team of three. Together, they apply their expertise and strategic insight to drive investment performance.

Senior Portfolio Manager, Real Estate

Ian graduated from Manitoba’s I.H. Asper School of Business and in 2010 became a CFA charterholder. Prior to joining the CSSB investment team in 2009, he worked for two years at an investment management firm in Calgary. Ian currently manages the real estate portfolio.

Senior Portfolio Manager, Canadian Equities

Jamie graduated from the University of Manitoba’s I.H. Asper School of Business and joined the CSSB investment team in 2004. In 2007 he became a CFA charterholder. Jamie manages the Canadian Equity Fund as well as the Canadian Low Volatility Fund. 

Portfolio Manager, Fixed Income

Sean graduated from the University of Manitoba’s I.H. Asper School of Business in 2008 and joined the CSSB investment team in 2011. In April 2012 he became a CFA charterholder. Prior to joining CSSB, he worked at a commercial finance company for three years. Sean currently manages the Fixed Income portfolio.

Portfolio Manager, Alternative Assets

Brent graduated from Carleton University’s Aerospace Engineering program and in 2016 became a CFA charterholder. Prior to joining the CSSB investment team, he worked for 12 years in the Aerospace and Utility industries. Brent currently co-manages the Alternative Assets (Infrastructure, Private Credit, and Private Equity) portfolios. 

Portfolio Manager, US Equities

Tanner graduated from the University of Manitoba’s I.H. Asper School of Business in 2013 and spent time in Wealth Management and Treasury before joining CSSB in 2018. In April 2018 he became a CFA charterholder. Tanner manages the active US Mid Cap portfolio and our FX hedging program. 

Portfolio Manager, External Managers and International Strategies

Candy graduated from the University of Manitoba’s I.H. Asper School of Business and joined the CSSB investment team in 2004. In September 2006 she became a CFA charterholder. Prior to joining the CSSB investment team, Candy worked at an investment management firm for two years. She oversees International Equities Strategies, ESG, and Risk Management. 

Assistant Portfolio Manager, US Equities

After seven years in the private equity sector, Maury joined the investment team in 2003. He is responsible for leading detailed financial and operational due diligence and post-investment monitoring on Fund investments based in the US financial markets. Maury is a past President of CFA Winnipeg.

Assistant Portfolio Manager, Canadian Equities

Kris graduated from the University of Manitoba’s I.H. Asper School of Business in 2016 and joined the CSSB investment team later that year. In 2020, he became a CFA charterholder. Kris is responsible for providing research, analysis, and recommendations on Canadian equities.

Assistant Portfolio Manager, US Equities

Chris graduated from the University of Manitoba’s I.H. Asper School of Business and joined the CSSB investment team in 2001. In September 2006 he became a CFA charterholder. Chris is responsible for the research, analysis, and recommendation of US equities.

Senior Research Analyst, Fixed Income

Kyle graduated from the University of Manitoba’s I.H. Asper School of Business in 2015 and joined the CSSB investment team in November 2021. In 2019 he became a CFA charterholder. Kyle is responsible for providing research, analysis, and recommendations to the Fixed Income portfolio.

Research Analyst, Canadian Equities

Robert graduated from the University of Manitoba’s I.H. Asper School of Business in 2020 and has passed level 3 of the CFA. He worked at the Manitoba Treasury Board Secretariat before joining CSSB in 2021. Robert is responsible for providing research, analysis, and recommendations on Canadian Equities.

Research Analyst, Alternative Investments 

Rachel graduated from the University of Manitoba’s I.H. Asper School of Business in 2024 and joined CSSB that year. She is currently pursuing her CFA designation. While attending Asper, Rachel was a Portfolio Manager of the Consumer and Healthcare sectors for the Student Managed Investment Fund. Rachel is responsible for providing research, analysis, and recommendations for the Private Equity, Private Credit, Infrastructure, and Real Estate portfolios.

Research Analyst, Fixed Income

Karrisa graduated from the University of Winnipeg with a Bachelor of Arts Degree in Economics and Finance and joined the CSSB investment team in 2024. Karrisa is responsible for the short-term investment portfolio and for providing research, analysis, and recommendations to the Fixed Income portfolio.

Executive Research Assistant

Marie has been with the investment team since July 2016. She has worked previously with the WRHA for seven years and has been an executive assistant for 20 years. Marie is responsible for the assistant duties for Peter Josephson and Clancy Ethans.

Equity Trader / Operations Manager

Guy graduated from the University of Manitoba with a Bachelor of Arts Degree (Economics) in 1989. Guy joined the CSSB Investment team in 2019. Prior to CSSB, Guy worked at a local mutual fund company as a Senior Equity Trader for 17 years. Guy is responsible for trading Canadian and US equities.

Your Investment Team


Chief Investment Officer

Peter has been an integral part of our investment team since 1999, following his tenure as Executive Vice-President & Chief Investment Officer at a major investment management firm. With a career spanning several decades, Peter has been deeply involved in managing portfolios, establishing asset mix strategies, and making key investment decisions across all asset classes. His extensive experience and expertise have made him a cornerstone of our investment operations. Peter is well-regarded within the Winnipeg investment community, actively participating in numerous investment committees.

Managing Director, Alternative Assets

Clancy joined the investment team in December 2009, bringing with him a wealth of experience. He previously served as the Chief Investment Officer at Richardson Partners Financial Limited for seven years, overseeing investment strategies and managing portfolios. Before that, he invested in private equity opportunities for James Richardson & Sons, Limited, and before that he managed a $500 million Canadian equity fund for a major Manitoba pension fund. Since joining CSSB, he spearheaded the development of a robust alternatives investment portfolio, enhancing our overall strategy. He implemented a team-based approach within the alternatives program, fostering collaboration and leveraging the collective expertise of our investment professionals.

Senior Portfolio Manager, US Equities

Stephen is a graduate of Manitoba’s I.H. Asper School of Business and earned his CFA charter in 2005. Before joining the CSSB investment team in 2009, he accumulated a decade of valuable experience at a leading investment management firm in Winnipeg. Currently, Stephen manages our US Equity program, which consists of two active funds and two passive funds, with a dedicated team of three. Together, they apply their expertise and strategic insight to drive investment performance.

Senior Portfolio Manager, Real Estate

Ian graduated from Manitoba’s I.H. Asper School of Business and in 2010 became a CFA charterholder. Prior to joining the CSSB investment team in 2009, he worked for two years at an investment management firm in Calgary. Ian currently manages the real estate portfolio.

Senior Portfolio Manager, Canadian Equities

Jamie graduated from the University of Manitoba’s I.H. Asper School of Business and joined the CSSB investment team in 2004. In 2007 he became a CFA charterholder. Jamie manages the Canadian Equity Fund as well as the Canadian Low Volatility Fund. 

Portfolio Manager, Fixed Income

Sean graduated from the University of Manitoba’s I.H. Asper School of Business in 2008 and joined the CSSB investment team in 2011. In April 2012 he became a CFA charterholder. Prior to joining CSSB, he worked at a commercial finance company for three years. Sean currently manages the Fixed Income portfolio.

Portfolio Manager, Alternative Assets

Brent graduated from Carleton University’s Aerospace Engineering program and in 2016 became a CFA charterholder. Prior to joining the CSSB investment team, he worked for 12 years in the Aerospace and Utility industries. Brent currently co-manages the Alternative Assets (Infrastructure, Private Credit, and Private Equity) portfolios. 

Portfolio Manager, US Equities

Tanner graduated from the University of Manitoba’s I.H. Asper School of Business in 2013 and spent time in Wealth Management and Treasury before joining CSSB in 2018. In April 2018 he became a CFA charterholder. Tanner manages the active US Mid Cap portfolio and our FX hedging program. 

Portfolio Manager, External Managers and International Strategies

Candy graduated from the University of Manitoba’s I.H. Asper School of Business and joined the CSSB investment team in 2004. In September 2006 she became a CFA charterholder. Prior to joining the CSSB investment team, Candy worked at an investment management firm for two years. She oversees International Equities Strategies, ESG, and Risk Management. 

Assistant Portfolio Manager, US Equities

After seven years in the private equity sector, Maury joined the investment team in 2003. He is responsible for leading detailed financial and operational due diligence and post-investment monitoring on Fund investments based in the US financial markets. Maury is a past President of CFA Winnipeg.

Assistant Portfolio Manager, Canadian Equities

Kris graduated from the University of Manitoba’s I.H. Asper School of Business in 2016 and joined the CSSB investment team later that year. In 2020, he became a CFA charterholder. Kris is responsible for providing research, analysis, and recommendations on Canadian equities.

Assistant Portfolio Manager, US Equities

Chris graduated from the University of Manitoba’s I.H. Asper School of Business and joined the CSSB investment team in 2001. In September 2006 he became a CFA charterholder. Chris is responsible for the research, analysis, and recommendation of US equities.

Senior Research Analyst, Fixed Income

Kyle graduated from the University of Manitoba’s I.H. Asper School of Business in 2015 and joined the CSSB investment team in November 2021. In 2019 he became a CFA charterholder. Kyle is responsible for providing research, analysis, and recommendations to the Fixed Income portfolio.

Research Analyst, Canadian Equities

Robert graduated from the University of Manitoba’s I.H. Asper School of Business in 2020 and has passed level 3 of the CFA. He worked at the Manitoba Treasury Board Secretariat before joining CSSB in 2021. Robert is responsible for providing research, analysis, and recommendations on Canadian Equities.

Research Analyst, Alternative Investments 

Rachel graduated from the University of Manitoba’s I.H. Asper School of Business in 2024 and joined CSSB that year. She is currently pursuing her CFA designation. While attending Asper, Rachel was a Portfolio Manager of the Consumer and Healthcare sectors for the Student Managed Investment Fund. Rachel is responsible for providing research, analysis, and recommendations for the Private Equity, Private Credit, Infrastructure, and Real Estate portfolios.

Research Analyst, Fixed Income

Karrisa graduated from the University of Winnipeg with a Bachelor of Arts Degree in Economics and Finance and joined the CSSB investment team in 2024. Karrisa is responsible for the short-term investment portfolio and for providing research, analysis, and recommendations to the Fixed Income portfolio.

Executive Research Assistant

Marie has been with the investment team since July 2016. She has worked previously with the WRHA for seven years and has been an executive assistant for 20 years. Marie is responsible for the assistant duties for Peter Josephson and Clancy Ethans.

Equity Trader / Operations Manager

Guy graduated from the University of Manitoba with a Bachelor of Arts Degree (Economics) in 1989. Guy joined the CSSB Investment team in 2019. Prior to CSSB, Guy worked at a local mutual fund company as a Senior Equity Trader for 17 years. Guy is responsible for trading Canadian and US equities.