Our Team
David Kaufman
David, a non-practising lawyer, brings more than 15 years of experience in the legal, real estate and investment industries to his role as president of Westcourt Capital Corporation.
After having graduated from the University of Toronto Faculty of Law in 1994, David worked for 5 years in the field of golf management, after which he joined Magna Golf Club as Executive Director in 2001. At Magna, David oversaw the initiation of one of Canada's most respected private clubs. He also was responsible for the development of over $30 million in luxury residences adjacent to the Club property.
David joined Menkes Developments in 2005 as Executive Director of the Four Seasons Private Residences, Toronto, a $500 million luxury residential program associated with the new Four Seasons Hotel currently under construction in Toronto. After completing a successful launch of that program, David joined the small-business private equity firm Lynx Equity, where he further honed the investment knowledge and operations expertise that enable him to analyze and understand the intricacies of the financial products with which Westcourt now deals.
David remains a member of the Law Society of Upper Canada and is a Chartered Alternative Investment Analyst (CAIA). He is a member of the Alternative Investment Management Association, and the Exempt Market Dealers Association of Canada. He is a regular contributor to the Financial Post and CBC's Lang & O'Leary Exchange, and co-hosted BNN’s Alternative Investing 2010-2011.
Robert Janson, MFin, FCSI
As Chief Investment Officer, Robert’s responsibilities include the selection and oversight of alternative approaches to constructing diversified portfolios.
Robert brings to Westcourt nearly a decade of international Wealth Management advisory experience from Switzerland and Canada. Raised in Canada, Robert left in 2000 to follow a career in Switzerland and France before returning to Toronto in late 2010.
Robert joined UBS in Switzerland in 2006 as a High Net Worth advisor within the ‘Executives and Entrepreneurs’ team in Lausanne, Switzerland that focused on international executives based in the Lake Geneva region. As well as a Client Advisor in Switzerland, Robert also taught Financial Planning for the Ecole Superieur de Banque et Finance for students who were vying for their Swiss Federal Diploma in Banking Economics. As a member of the Swiss Financial Analysts Association, his studies in Switzerland included the Swiss Federal Diploma Expert in Banking and Investments as well as the professional European designation of Certified International Wealth Manager (CIWM).
In 2010 Robert and his family moved back to Canada where he held the position of Director for UBS Bank Canada for the ‘Ultra High Net Worth’ wealth management team. In Canada he holds the 2 professional designations of a Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI). Robert has his 'Master of Finance (MFin)' from Queen's School of Business and is a licensed Portfolio Manager (Advising Representative) in Ontario, Quebec, Alberta and BC. He is also licensed to trade options in Canada (OLC).
Sarah King
With over 6 years of industry experience, Sarah works closely with our clients to provide top quality financial advice. Her experience with investing, and financial planning makes her a valuable asset to our team. Sarah simplifies the complex world of investments and translates it into information you can understand. She finds the most rewarding part of her career seeing our clients realize their life goals, and assisting future generations to reach theirs.
Sarah has a B.Comm (Hons) from the University of Calgary, has completed her Canadian Securities Course, Conduct and Practices Handbook, Professional Financial Planning certification and is licensed as a Registered Representative with IIROC.
Jordan Snow
Jordan’s primary focus at Westcourt is macro-economic research, fund analysis, and client service. Jordan has been an avid spectator of and participant in global capital markets since he began investing 15 years ago. After years of observing the uncertainties and volatility associated with traditional investments in public markets, Jordan engaged in rigorous academic research in the alternative investment universe and has completed major research papers covering credit rating agencies, the role of institutional investors within global capital markets, the philosophy of risk (with an emphasis on asymmetric risk exposure), the Canadian alternative investment marketplace, high frequency and algorithmic trading, and hedge funds.
Jordan’s diverse background fits well with Westcourt’s model of providing clients with uncompromised service and due diligence in the alternative investment arena, and identifying conservative, alternative investment strategies for our clients’ portfolios.
Jordan holds an Honours Bachelor of Arts Degree in Philosophy and Political Science, a Master’s Degree in Global Political Economics, and is currently a CFA Level I Candidate.
Fiona Monaghan
Fiona graduated from the Dublin Institute of Technology with an Honours Bachelor of Arts Degree in Accounting and Finance and a Master's Degree in Accounting. Fiona previously spent four years working in the financial services department of KPMG in Dublin, where she was involved in a variety of projects, including providing accounting and taxation advice to multinational corporations and high net worth individuals. During her years at KPMG, Fiona trained as a Chartered Accountant and is currently a member of the Institute of Chartered Accountants in Ireland. Fiona joined Westcourt Capital in early 2013 as an analyst.
Sarah Bhangal
As an Executive Assistant, Sarah “Sadie” Bhangal is a critical team member, providing comprehensive administrative support to David Kaufman and other senior staff members. Sadie also manages the back-office operations and heads up our communications with our clients.
Sadie’s previous work experience includes TransCanada Pipelines, McKinsey & Company, and SITEL. Sadie holds a diploma in Business from Centennial College.
Please be in touch with her directly as a point of first contact for anything pertaining to our services.
William Chyz
William graduated from the Richard Ivey School of Business, concentrating his education on economics, investment analysis and portfolio theory. Pursuant to his studies, it became clear that traditional investing was no longer applicable in a “post-modern” macroeconomic environment. This alternative approach to investing has led him to join the team at Westcourt Capital in an effort to provide clients with a robust risk management system that still allows them to earn their targeted returns.
William has previously worked on the trading desk at Scotia Capital where he managed a multi-million dollar book. During his time there, he gained valuable insight into the capital markets and developed a more detailed understanding of how market forces work. This experience has furthered William’s ability to analyze risk and return and allows him to understand the complex strategies involved in particular alternative investments.
William holds an Honours Business Administration (HBA) degree from the Richard Ivey School of Business and is a Chartered Alternative Investment Analyst (CAIA).
David Paterson
Dave has been actively involved in the Canadian investment industry since 1994. Having specialized in mutual fund research early in his career, Dave received his CFA charter in 2000 and founded Paterson & Associates in 2002. As president of Paterson & Associates, Dave has performed analysis on thousands of mutual funds and developed an expertise in exempt market investment funds, including hedge funds, mortgage investment corporations and real estate investment trusts.
In his role as Director of Risk and Research at Westcourt Capital, Dave provides essential expertise and experience in the sourcing and due diligence of investment funds that share the investment characteristics and philosophy of investment products currently on Westcourt's "recommended list".
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