VP, Sales & Marketing
Cailey Orellana is the VP, Sales & Marketing at Wealhouse. Prior to joining Wealhouse, she worked as a Marketing Coordinator where she was responsible for managing client relationships and developing marketing strategies. Cailey received her Bachelor of Commerce (Honours) with a specialization in Marketing from Carleton University in 2019.
Senior Portfolio Manager
Justin Anis, CFA is the portfolio manager of Lions Bay Fund, a North American equity strategy, for which he has won 1st place for Best three-year Sharpe Ratio at the 2022 Canadian Hedge Fund awards, as well as multiple BarclayHedge Top 10 Monthly Performance Awards. After starting his career with Wealhouse in 2008, Mr. Anis managed portfolios for SW8 Asset Management and a family office in Oakville, ON before rejoining Wealhouse in 2016. Mr. Anis has been a CFA charterholder since 2012.
Senior Portfolio Manager
Andrew James Labbad, CFA is the portfolio manager for the multi-award winning Amplus Credit Income Fund. Prior to Wealhouse, Mr. Labbad worked for 10 years at TD Securities, where he was a Director of Credit Trading. A native of Montreal, Mr. Labbad is fluent in both French and English. Mr. Labbad received his Master of Business Administration from John Molson School of Business at Concordia University and Bachelor of Software Engineering from McGill University.
Founder & CIO
Scott Morrison, CFA is a Bay Street veteran with over 25 years of asset management experience. Prior to founding Wealhouse as the chief investment officer, Mr. Morrison researched and managed portfolios for notable firms such as Mackenzie Investments, CI Funds, and Investors Group. A keen supporter of philanthropy, Mr. Morrison generously volunteers his time advising various charities and non-profits such as the Centre for International Governance Innovation (CIGI).
Director of Operations & CCO
Lydia Ching is a founding member of Wealhouse and brings over 20 years of financial services experience. As the director of operations and chief compliance officer, Ms. Ching oversees the firm’s financial, compliance, and regulatory operations. Prior to Wealhouse, Ms. Ching began her career at HSBC, where she managed key relationships between the bank and high-net-worth clients. Ms. Ching holds a Bachelor of Science degree from the University of Waterloo.
Director of Client Services
Alan Moore brings over 25 years of financial services experience to his role as the director of client services. Mr. Moore began his career in the Isle of Man before moving to Canada in 2008. Prior to joining Wealhouse in 2011, Mr. Moore was named Director of Operations at Commonwealth Fund Services. Mr. Moore is a devoted supporter of track cycling and can be often found at a velodrome cheering on Team Canada.
Senior Manager, Real Estate Accounting
Rathodsathan Ranganathan, CPA, CMA joined Wealhouse as Senior Manager of Real Estate Accounting in June 2022 and is responsible for the oversight of Wealhouse’s Real Estate Fund. Mr. Ranganathan has over 10 years of accounting and reporting experience where he held progressive roles at NorthWest Healthcare Properties, First Capital Realty and Manulife. Mr. Ranganathan is a graduate of University of Toronto, Rotman Commerce program with a Bachelor of Commerce degree and holds the CPA, CMA designation. Mr. Ranganathan is an avid tennis fan who also plays tennis recreationally.
Senior Fund Accountant
Fei Gao is a senior fund accountant with over 10 years of experience in investment fund accounting and financial reporting. Ms. Gao came to Wealhouse in 2018 from CIBC Mellon. She has held the CPA and CGA designations since 2016. Ms. Gao holds a Master of Science degree in Multinational Accounting and Financial Management from Reading University in the United Kingdom and is fluent in Mandarin.
Senior Operations Officer
As Senior Operations Officer, Chloe Leung provides high-level support to the Operations and Client Services teams. Her sharp business acumen helps the Wealhouse team perform harmoniously. Ms. Leung holds a Bachelor of Administrative Studies degree from York University with Specialized Honours in Business Research. She has completed the Canadian Securities Course.
Senior Investment Operations Officer
Andy Marchese joined Wealhouse in 2017 via Citco and FundEx Investments. Mr. Marchese holds a Bachelor of Commerce degree from Ryerson University. He obtained the Chartered Investment Manager (CIM) designation in 2015 and the Fellow of CSI (FCSI) designation in 2020 . As a proud Canadian and true Torontonian, Mr. Marchese is a devoted hockey fan and a staunch supporter of the Toronto Maple Leafs.
Senior Client Services Officer
Cynthia Mok is a member of the Operations and Client Services team. Prior to Wealhouse, Ms. Mok built her financial services experience from Citco Fund Services, Computershare, CIBC Mellon, and B2B Trust. Ms. Mok holds a Bachelor of Arts in Economics from University of Toronto. She has completed the Canadian Securities Course and is fluent in Cantonese. She likes hiking and enjoys Broadway musicals.
Operations Officer
Yohanna Garcia is an Operations Officer with over 6 years of experience in Administration. Ms. Garcia joined Wealhouse early 2022 and built her experience working in hospitality, advertising, tech, and capital markets. In her spare time, she enjoys acting, finding the best food spots in the city, and learning about real estate.