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	Integral to the success of Doherty & Associates is our people. Our team is made up of professionals and client service and support employees. Investment Professionals and Client Service Team Our professionals have extensive experience in investment and portfolio management and in advising clients on a broad range of financial and estate planning issues. The accessibility of the professionals ensures that clients’ evolving needs and objectives are understood on a continual basis. All of the professionals sit on the Investment Committee which meets regularly. Ian S. Sterling, CFA, President Ian is responsible for the strategic direction and the day to day operations of the firm. Over the past 10 years at Doherty & Associates, he has accumulated significant experience with respect to all aspects of the firm. Ian has been with the firm during its significant growth and is committed to continuing our tradition of investment and client service excellence. Ian is also committed to community service and volunteers with the Ottawa Hospital Foundation and serves on the Board of Directors of Family Services Ottawa and the Ottawa Symphony. Bill Wolfenden, CFA, MBA, Senior Vice President, Chief Investment Officer Bill leads the investment team at Doherty & Associates overseeing all investment analysis and trade execution for client portfolios. Bill joined Doherty & Associates in 2001 and has been in the investment industry for more than 20 years. Bill volunteers with a number of community organizations, and currently acts as a member of the Board of Governors of Carleton University and serves on the Board of Directors for the Canadian Guide Dogs and the Estate Planning Council of Ottawa. Fraser Thom, CFA, Vice President, Private Clients Fraser is responsible for developing Doherty’s private client business and is a member of the investment team. He works closely with the private client service team to ensure our client objectives are met. Fraser currently sits on the Finance Committee for the CHEO Foundation and on the Investment Committee for the Royal Ottawa Foundation for Mental Health. Chris Stuart, CFP, Vice President, Operations Chris oversees Doherty & Associates financial and administrative processes. With extensive experience in the financial services field, Chris is able to deal with clients on a broad range of issues. Paul St. Louis, LLB, TEP, Vice President Paul supports Doherty & Associates private client business providing professional relationship management to our clients. Paul has over 15 years experience in private client management and has been a volunteer board member with some of the largest charitable organizations in Ottawa. Paul currently serves on the Board of Directors for the Ottawa Heart Institute Research Corporation. Bob Gauthier, CFA, Senior Investment Officer Bob joined Doherty & Associates in 2008 and is an integral part of our investment team. His primary focus will be Equity analysis. Bob has ten years of financial services experience, including four years as an international equity analyst for a large pension fund. Greg Hull, Investment Analyst Greg joined Doherty & Associates in 2008 and is focusing on Equity and Fixed Income analysis. Greg comes to the firm after gaining experience in investment analysis at a Crown corporation. Administrative Team Our administrative team is focused on providing clients with service excellence in all aspects of the client process including account set up, transaction processing and client reporting. Tanya Espig, Administration, Client Reporting Tanya is part of the administration team at Doherty & Associates ensuring timely and accurate processing of client transactions. She also works with the production of client statements and client reporting. Jessica Tomlin, Administration, Client Services Jessica is part of the administration team at Doherty & Associates and is primarily responsible for the account opening process and assists in overseeing our financial and administrative processes. Elizabeth Truemner, Office Supervisor Elizabeth provides the friendly greeting to our clients in person and on the phone. In addition to this role, she acts as office manager and has primary responsibility for our premises and office logistics. Melody Yeomans, Administration, Client Reporting Mel is part of the administration team at Doherty & Associates ensuring timely and accurate processing of client transactions. She also works with the production of client statements and client reporting.