Our People
We are a small firm with a large partner, TD Waterhouse Institutional Services, and can therefore provide the services of a much larger firm with a smaller staff. Our current staff is listed below.
Trevor S. Giles CMA CFA FCSI
Mr. Giles has over 20 years business experience in finance, investment management, venture capital, and manufacturing.
Mr. Giles is currently the owner of Blue Marble Capital Management Limited (formerly Maat Capital Corporation), a private investment manager founded in February 2000 and the developer of ESGC Investing™. As part of his responsibilities at Blue Marble Capital Management Limited, Mr. Giles is also Executive Vice President Investments of Westcap Mgt. Ltd, the investment manager for Golden Opportunities Fund, a Saskatchewan Labour Sponsored Venture Capital Fund with over $ 130 million under management. Westcap Mgt. Ltd manages over $ 160 million in private equity.
Mr. Giles has served on the Board of Directors Ralph McKay Industries Inc., North America's leading producer of tillage tools with factories in Canada and the United States. Previously, Mr. Giles was Vice-President of Bromar Enterprises Ltd., a privately held management company with operations in Canada and the United States, from October 1995 to February 2000. From December 1992 to October 1995, Mr. Giles was employed at CIBC Wood Gundy Securities Inc. (CIBC Wood Gundy). During his tenure at CIBC Wood Gundy, Mr. Giles served in several different capacities: he was Associate Portfolio Manager from August 1994 to October 1995 providing sophisticated investment advice to high net worth clients; he established CIBC Wood Gundy's foreign currency bond trading department for Canada and served as Foreign Currency Bond Desk Manager, managing a $260 million bond book from September 1993 to July 1994. Prior to this and he served as Investment Executive with Burns Fry Limited and was Treasury Manager with a Saskatchewan Crown Corporation.
Mr. Giles is a Certified Management Accountant (CMA), a Fellow of the Canadian Securities Institute (FCSI), and a Chartered Financial Analyst (CFA). He is a member of the Vancouver, Toronto, and Saskatchewan CFA Societies, the CFA Institute and the Society of Management Accountants of British Columbia.
Ainsley J. Mackie BA
Ms. Mackie is responsible for assisting with research, fund reporting, record keeping, client management, and the firm’s compliance with the Carbon Disclosure Project and the United Nations Principles for Responsible Investment commitments.
Ms. Mackie was previously with the Bank of Montreal from 2005 to 2009 in varying capacities and most recently as a Financial Services Manager. In this position Ms. Mackie was responsible for loan support, investment sales, customer banking relationships, supervision of customer service representatives, and maintaining regulatory and compliance requirements.
Ms. Mackie received her Bachelor of Arts Degree in History and Anthropology from Okanagan University, Kelowna, British Columbia, Canada.
Sandra B. A. Babin CIM
Ms. Babin is an Associate Portfolio Manager with Blue Marble Capital Management Limited and is responsible for private client business development, portfolio management, and investment research.
Ms. Babin has over 12 years investment industry experience operating a successful Edward Jones office from January 1999 to June 2009 and previously as a Financial Advisor at Midland Walwyn/Merrill Lynch in Nelson, BC from January 1997 to December 1998. Ms. Babin also brings to the firm over 21 years independent business owner and entrepreneurial experience to the position and is well suited to address the investment requirements of business owners.
Ms. Babin studied for 5 years towards a BSc. in Kinesiology, University of Waterloo and has attained the CIM designation as issued through the Canadian Securities institute.
Andrew Earnshaw B.Comm
Mr. Earnshaw will be responsible for general investment research and for international and domestic carbon policy research.
Mr. Earnshaw is a private business and community economic development consultant based in Nelson, British Columbia. He provides change management and strategic advice to a wide variety of SME’s and NGO’s. Recent clients include The Columbia Basin Trust, Kootenay Rockies Regional Economic Alliance, Mountain Waters Inc., Kootenay Rockies Innovation Council and Go2 HR.
Mr. Earnshaw is also COO and co-founder of Makalu Systems Inc., a cleantech startup developing technology solutions for determination of snow water equivalence in alpine watersheds. The business will bring public confidence to the redistribution of North American potable water, facilitating commoditization of this increasingly scarce resource. Makalu is currently prototyping its technologies in Mammoth California, and projecting commercial deployment in 2010.
Mr. Earnshaw’s previous employment includes six years with the Community Futures Development Corporation of Central Kootenay, where he was Loans Manager of a high-risk community economic development lending portfolio. In this role, he held primary responsibility for due diligence and selection of investment candidates. Concurrently, Mr. Earnshaw provided extensive technical assistance services to loan portfolio clients, in all areas of business management and operations. He also established a highly successful Micro-Lending program, modeled after Mohammad Yunus’s groundbreaking work in Bangladesh.
Mr. Earnshaw is a founding and current Board member of the Centre for Innovative and Entrepreneurial Leadership (CIEL). CIEL is a Canadian Centre of Excellence in community and economic leadership that provides tools, training and innovative solutions, allowing communities and organizations to realize their potential. Other recent community involvements of Mr. Earnshaw include Chairperson of the City of Nelson Advisory Planning Commission and President of the Board of the Kootenay Natural Foods Country Store Co-operative.
Mr. Earnshaw earned a Commerce Degree from Queen’s University, Kingston Ontario Canada.
