David Hawreluk, LLB, K.C.
Chief Executive Officer, General Counsel
David Hawreluk obtained his law degree from Queen’s University in 1993. Since that time, David has practiced as a partner at some of the largest Canadian and global law firms…
Michael Bishop, CFA
Portfolio Manager
Michael obtained his Bachelor of Commerce in Finance from the University of Alberta. He is a CFA Charter holder and has completed in-depth, post-graduate accounting courses at York University and through the Chartered Accountant…
Stephen Jacobson, CFA
Chief Operating Officer
Stephen Jacobson is the Chief Operating Officer at Union Financial, overseeing Union Lending’s underwriting and private lending operations, as well as providing financial and strategic guidance to Union Wealth Management and its subsidiaries.
Jonathan Fraser, LLB
Portfolio Analyst
Jon obtained a Bachelor of Commerce from University of Alberta, a law degree from the University of Calgary, and is working towards completing his Chartered Investment Manager…
Securities Analyst, Trader
Mitchell obtained a Bachelor of Arts in Economics. He is working towards completing his Certified Financial Planner designation, and is a Chartered Financial Analyst Level I Candidate…
Katherine Johnston
Relationship Manager
Katherine obtained a Business Management Accelerated diploma from MacEwan University and has completed Financial Planning 1 of her Personal Financial Planner designation…