MEET THE TEAM
The ADAIR GROUP is comprised of the following individuals: Anton Schlemm and David Brodeur (Portfolio Managers) and Daniela Luzi, Darlene Knott and Michelle Boulet (Client Associates). These five individuals have 105 years combined experience working together within the Adair Group.
This continuity within the team has helped the Adair Group develop and maintain many longstanding client relationships. The team is proud to have worked with up to three generations of clients' families, managing their portfolios to fulfill their financial goals and to meet their specific needs.
Anton Schlemm, M.B.A, CIM Portfolio Manager
Anton began his investment career in 1982, joining the corporate finance department of a major investment dealer. In 1989, he left the investment banking sector to begin a career as an investment advisor with Walwyn Stodgell. It was there that Anton became reacquainted with Colin, and in 1991 they formed a partnership now known as the Adair Group. Anton received his Canadian Investment Manager designation in 2006 and became licensed as a Portfolio Manager in April 2012.
In addition to relating to clients, portfolio management and idea generation, Anton acts as the head administrator for the team.
Anton Schlemm, M.B.A.,CIM Portfolio Manager (514) 846-3547 anton.schlemm@cibc.ca
David Brodeur, CIM Portfolio Manager
David joined the team in 2002 after a number of years managing investments for a number of private investment companies. He has a Bachelor's of Business Administration from the University of New Brunswick. David received his Canadian Investment Manager designation in 2009 and became licensed as a Portfolio Manager in April 2012.
David’s primary focus is on client relations, portfolio management and idea generation.
David Brodeur, CIM Portfolio Manager (514) 846-3675 david.brodeur@cibc.ca
Daniela Luzi, Client Associate
With over 40 years in the financial industry, Daniela began her career in banking with exposure to foreign exchange and money market on the trading desk. After 8 years she joined a major investment dealer where she received her credentials from the Canadian Securities Institute as an IIROC licensed Investment Representative. Daniela then went on to work directly with a Portfolio Manager which led her in 1994 to join the Adair Group.
Her focus, drive and attention to detail have led her to the current role as primary trader, which is a critical component to our overall service to our clients. Trade execution, market focus, client account maintenance and cash management are just a few of the numerous tasks which Daniela performs on a daily basis.
Daniela Luzi, Client Associate (514) 846-3543 daniella.luzi@cibc.ca
Darlene Knott, Client Associate
With 25 years’ experience in the industry, the last 22 being with CIBC Wood Gundy, Darlene joined the Adair Group in September 2006. Darlene completed her credentials with the Canadian Securities Institute as an IIROC licensed Investment Representative in May 2013.
With her strong organizational skills, account expertise and reliability, she is your first point of contact for all administrative requests. This includes new account openings and updates, cash transfers, requests relating to registered accounts such as RRSP, RRIF, RESP and TFSAs, wire payments, foreign exchange transactions, Accounts Online and many other related tasks. Her attention to detail and prompt execution are always greatly appreciated by our clients.
Darlene Knott, Client Associate (514) 846-2961 darlene.knott@cibc.ca
Michelle Boulet, Client Associate
Michelle joined the Adair Group in December 2006 and has 30 years' experience in the financial services industry; having worked in group pensions, investment management, financial planning and tax preparation. Michelle completed her BA with an English major and elective business courses as well as a diploma in Electronic office systems technology at Concordia University. Michelle first received her credentials with the Canadian Securities Institute as an IIROC licensed Investment Representative in 1997.
Drawing on her strengths in computers and information systems, Michelle is responsible for reporting on client accounts and portfolios, performance reporting, taxation queries and correspondence, corporate re‑organizations, retirement projections, and our client database.
Michelle Boulet, Client Associate (514) 846-3690 michelle.boulet@cibc.ca
