Crestridge has provided discretionary investment management services for affluent families, non-profit organizations, trusts, estates and foundations since 2004.
In 2017, we joined with Bellwether Investment Management Inc., bringing our expertise in building and managing balanced investment portfolios and our proprietary quantitative methodology for risk management to Bellwether’s disciplined dividend growth approach and carefully selected suite of global exchange traded funds.
Our clients receive a tailored investment management solution—a highly effective, transparent, and low-cost investment process with a focus on capital preservation.
Jeff Black, CIM, FCSI
Jeff draws upon 32 years of investment industry experience.
Previous mandates prior to becoming a principle of Crestridge included leadership roles in portfolio management.
Jeff’s community minded activities have included being a chair of the Investment Committee and Board member of the Oakville Community Foundation.
Monica Gallant, CIM
With 21 years of investment industry experience, Monica serves with distinction a variety of roles.
As a principle, Monica's responsibilities encompass quantitative research, relationships and portfolio management.
Trent Smith, CFA, CW, GM, FCSI
With 22 years of investment industry experience Trent has responsibilities for fundamental and technical research and analysis.
In addition, Trent assumes an integral role in the portfolio management process. Less than 150 Investment Professionals Worldwide hold charters in both fundamental and technical analysis.