Toronto Office
250 Ferrand Dr, Suite 303
Toronto, Ontario
M3C 3G8
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Tel: (416) 421-3557
Toll Free: 1-877-360-6363
Fax: (416) 421-1348
Email: pension@proteusperformance.com
Peter Henry, President
Ext: 213 • Email: phenry@proteusperformance.com
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In October of 1994, Peter established Proteus Performance Management Inc. to provide specialized Pension Governance, Performance Measurement and Investment Manager Search to Canadian retirement plans. Peter has provided the leadership and vision required to help the organization grow to where Proteus is considered a leader in the field of Canadian retirement plan governance.
Peter is active within the industry and currently serves as a juror for the Canadian Investment Funds Awards and is a sought after speaker for events relating to the governance of Canadian pensions plans. Peter also serves on the Board of Governors of the North York General Hospital Foundation and is the Chair of the Hospital’s Investment Committee.
Peter graduated from Trent University in 1984 with a degree in Economics.
Prior to starting Proteus, Peter accepted the position of Eastern Regional Director of the London Capital Management Group, the investment management subsidiary of the London Life Insurance Company. His responsibilities included marketing and client service of pooled and segregated fund management for Canadian Pension Plans. |
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Gord Lewis, Vice President, MBA
Ext: 212 • Email: glewis@proteusperformance.com
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Gord joined Proteus in 1997 to bring his professionalism and business experience to the Canadian pension plan sponsor community delivering Pension Governance, Performance Measurement, and Investment Manager Research and Search. He was appointed Vice President in 2001 and became a shareholder in Proteus in 2006.
Gord has been published in major Canadian and international pension and investment publications, and has spoken as a subject matter expert on numerous occasions at industry conferences.
A graduate of the University of Western Ontario in 1987 with a Bachelors degree in Economics, Gord continued his studies at Queen's University to receive an MBA in 1991.
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Ryan Kuruliak, Vice President, CFA, CIM®, RPA
Ext: 216 • Email: rkuruliak@proteusperformance.com
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Ryan has been involved in the investment consulting business for over 10 years covering defined benefit plans, defined contribution plans and other institutional investment structures.
Ryan has direct experience as the primary or co-consultant for many of Proteus’ clients and has taken an active role in:
- Consulting to clients on an ongoing and project basis
- Governance evaluation and implementation
- Asset allocation strategy, modeling and implementation
- Investment manager due diligence, research, evaluation and reporting
- Recordkeeping review and search
- Committee and employee education
- Product innovation, design and research
Ryan is a Chartered Financial Analyst (CFA) charter holder and a member of the Toronto CFA Society. He has also earned the Chartered Investment Manager (CIM®) designation. In addition, he has completed the requirements for the Retirement Plans Associate (RPA) designation offered by the International Foundation of Employee Benefits Plans and Dalhousie University. Ryan graduated from Brock University with a First Class Honours Degree in Computing and Business (BCB), specializing in finance. Prior to joining Proteus, Ryan was employed in the Group Pensions division of a major Canadian life insurance company. |
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Jeff Gray, Vice President
Ext: 214 • Email: jgray@proteusperformance.com
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Jeff has been in the group pension business for over 25 years with consulting and business development experience for both capital accumulation and defined benefit plans. Prior to joining Proteus, Jeff worked with a major insurance company in the Toronto market whose core business was Group Savings. Jeff was responsible for both business growth and client relationship management.
Jeff is an Economics graduate from the University of Western Ontario (1984). |
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Martin Leclair, Vice President, CFA
Ext: 224 • Email: mleclair@proteusperformance.com
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Martin joined Proteus in January 2012.
Martin previously held leadership roles at major Canadian investment management firms and at a large insurance company. He started his career in 1996, in Montreal, where he acted as a Global Capital Market Analyst for one of the largest institutional asset managers. Martin then undertook various roles in the fields of investment product engineering, marketing, communication and business development.
In 2007, he moved to Toronto to subsequently head the defined-contribution (DC) and defined-benefit (DB) investment practices of two investment managers.
In addition to his role with Proteus, Martin sits on the CPBI Ontario Regional Council and is a member of the Association of Canadian Pension Management as well as the International Foundation.
Martin earned his CFA designation in 2000 and is a member of both the Toronto CFA Society and the Montreal CFA society. |
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Andrew Smith, Advisor, CFA, ICD.D
Email: asmith@proteusperformance.com
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Andrew Smith bacame an advisor to Proteus in 2006.
Andrew has over 40 years of experience in the financial services sector. He began his career at National Trust in 1963 and held increasingly senior positions until his departure in 1984 at which time he was Vice-President, Investments. In 1985, he joined James P. Marshall, Inc., a small institutional investment consulting firm which he helped to build into a top-rated competitor with large global firms. In 2004, he established his own consulting practice (Natnook Inc.) with a focus on assisting organizations in achieving their financial and investment goals.
Andrew has extensive experience in working with defined benefit and defined contribution pension funds, foundations, insurance companies and public entities. He is a Chartered Financial Analyst (CFA) charterholder and has earned the Certified Director (ICD.D) designation from the Institute of Corporate Directors. In addition to working on consulting assignments with Proteus, Andrew is a director on a number of Boards including the University of Ottawa Pension Fund Investment Committee, the Canadian General Electric Pension Trust and Lawyers' Professional Indemnity Company (LawPRO). As well, he acts as Chair of the City of Toronto Civic Employees Pension Fund and the City of Toronto Fire Department Pension Fund. |
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Glenn Woods, Senior Consultant
Ext: 217 • Email: gwoods@proteusperformance.com
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Glenn joined Proteus as an Analyst in September 2007.
Glenn received a Combined Honours Degree in Political Science and Economics (BAH) from The University of King's College/Dalhousie University (2003). He has continued his education by completing the Canadian Securities Course (Honours) and he has passed the Level I exam in the Chartered Financial Analyst (CFA) program.
Glenn gained financial management experience through his extensive involvement with the student unions while at university. He has also worked as a personal account manager at a major Canadian bank and worked in the trading operations of a major Canadian asset manager. |
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Teimaz Binesh, Analyst
Ext: 225 • Email: tbinesh@proteusperformance.com
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Teimaz joined Proteus as an Analyst in January 2011.
Teimaz received a Bachelor of Commerce (B.Comm) degree from Ryerson University in 2004, majoring in finance with a minor in economics. He continued his education by completing the Canadian Securities Course in 2004.
Most recently, Teimaz gained investment consulting experience having spent 4 years with a large, multi-national benefits consulting firm as a defined benefits analyst working with pension plans, endowments and foundations. He also previously worked as a client account representative in group retirement services with a large Canadian-based insurer. |
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Lewis Powell, Analyst
Ext: 221 • Email: lpowell@proteusperformance.com
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Lewis joined the Proteus team in 2011 with a background in investment portfolio management and credit analysis.
Graduating from Brock University’s Bachelor of Business Administration Honours program in 2008, Lewis began his career as a Private Debt Analyst with The Canada Life Assurance Company.
Having developed a passion for financial analysis, he is currently pursuing the CFA designation and is a Level III Candidate. |
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Isabella Cristello, Admin Assistant
Ext: 210 • Email: icristello@proteusperformance.com
Oakville Office
1540 Cornwall Rd, Suite 101
Oakville, Ontario
L6J 7W5
View Map
Tel: (905) 339-2600
Toll Free: 1-877-919-2600
Fax: (905) 339-3643
Email: proteus@proteusplanning.com
Alan Greenwood, Principal, CFP, CLU, Ch.FC.
Email: alangreenwood@proteusplanning.com
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A graduate of Bradford University in England in 1966 with a degree in Mechanical Engineering.
After assuming a number of different managerial roles, Alan emigrated to Canada in 1979 to take an executive position with a leading Canadian industrial organization, responsible for international sales and marketing.
In 1987, Alan made a career change to financial planning and joined Proteus in 1994. Together with his corporate experience and business acumen, Alan has extensive knowledge of financial markets and specializes in personal retirement and estate planning. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (Ch.FC.). |
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Heather Grant, Principal
Email: heathergrant@proteusplanning.com
James Simon, Consultant, CFP, FMA
Email: jamessimon@proteusplanning.com
Charlene Dipchan, Marketing Assistant
Email: charlenedipchan@proteusplanning.com
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