Meet our family that will help take care of your family's investment needs
Management and Compliance / Operations
Portfolio Management
Sales & Marketing
Management and Compliance / Operations
David Jarvis,CFA, MBA
President & Portfolio Manager
David Jarvis is the founder and a principal of Corton Capital and acts as the firm’s Portfolio Manager. Mr. Jarvis is a veteran of the Canadian hedge fund and financial services industry with over 30 years in senior-level positions. As a founding partner of Spartan Fund Management, he conceived, designed and co-built one of the first incubator hedge fund platforms in Canada with over 15 funds and a wide array of investment strategies. Mr. Jarvis has provided expert witness consulting advice to various law firms and retail investors in respect of compliance and securities related matters as well as serving as a Chief Compliance Officer for various firms. He is active within the Canadian investment industry; serving on the Financial Administrators Section of the IDA (now IIROC) and was one of the co-founders and first Vice-Chairman of AIMA Canada (Alternative Investment Management Association).
Scott Eicher, CFA, CFP
Chief Compliance Officer & Portfolio Manager
Scott Eicher with over 20 years of investment industry experience, Scott Eicher specializes in portfolio management and compliance. He began his career at a national brokerage firm and later transitioned to boutique portfolio management firms, focusing on high-net-worth clients. His comprehensive knowledge of financial products and regulatory frameworks enables him to design and oversee effective investment strategies.
Moataz Elagami
Chief Risk Officer
Moataz Elagami is a certified risk management professional with over 10 years of experience in financial management, cost analysis, internal audit, and risk control. He has a proven track record of enhancing operational efficiency and ensuring compliance with regulatory frameworks. Moataz’s expertise includes leveraging data management to improve business decisions and streamline operations. He previously held finance leadership roles in a major Gulf-region food manufacturing company, where he implemented operational improvements and cost optimization strategies. Passionate about continuous learning, Moataz has completed Chief Compliance Officer and Exempt Market Proficiency exams, equipping him to navigate complex financial landscapes effectively.
Julian Clas
Chief Financial Officer & Dealing Representative
Julian Clas with over 10 years of experience in the financial services industry, Julian Clas educates investors—ranging from individuals to institutions—on alternative investment products that provide higher, risk-adjusted returns. His expertise in capital markets allows him to guide clients in diversifying their portfolios while mitigating risk. Julian is a Chartered Investment Manager (CIM) and is recognized for his ability to simplify complex investment concepts for a broad audience. His passion for wildlife conservation has also led him to become one of Canada’s youngest legacy donors to the World Wildlife Fund.
Greg Scholfield, CFA
Manager of Corporate Finance Activities & Portfolio Manager
Greg Scholfield, CFA has been a key player in the investment management field since 2014, gaining expertise in strategy, trading, and portfolio management. As a former strategist and trader at Spartan Fund Management, Greg transitioned to portfolio manager roles, where he demonstrated exceptional skills in aligning client goals with market opportunities. His background in property, casualty, and disability insurance further enhances his comprehensive understanding of financial services.
Joe Khalil
Operations Analyst
Joe Khalil brings over 6 years of expertise in operations, communication coordination, and workplace efficiency. He is skilled in optimizing processes and managing accurate documentation systems, leveraging advanced proficiency in tools like Microsoft Office and Excel. Multilingual in English, Arabic, and French, Joe excels in navigating diverse professional environments and fostering cross-cultural collaboration.
Alycia Cook
Independent Director
Alycia Cook is a National Manager in Business Development at Borden Ladner Gervais LLP (BLG), Canada’s largest law firm. With over a decade of experience in business development, Alycia has led firmwide initiatives, including experience management programs. Her background includes compliance and operations roles at Spartan Fund Management and an academic focus on aviation management. As a licensed pilot, Alycia brings a unique blend of discipline and strategic insight to her role.
Portfolio Management
Matthew Todman
Portfolio Manager, Corton Capital
Matthew Todman has over 20 years of experience in financial services, starting his career on Bay Street in Toronto, where he worked in wholesale banking and on trading floors. In 2019, he co-founded Theta Trading Corporation, a financial education company that has taught over 1,800 individuals about trading techniques and financial literacy. At Corton Capital, Matthew focuses on the Theta Alpha Fund, where his deep understanding of trading strategies and investment education plays a key role in the fund’s success.
Muhammad Kamran Daniyal, MBAFinancial / Investment Analyst
Muhammad Kamran Daniyal, MBA
Financial / Investment Analyst
Daniyal has over 10 years of experience in financial analysis, risk management, equity research, and portfolio management. His diverse professional background spans roles in brokerage firms, multinational credit rating agencies, and banks. At Corton Capital, he applies his expertise to analyze complex financial markets and provide actionable insights to clients, ensuring their investment strategies align with market trends.
Brenda Katan
Manager of RDSP Investment Program
Brenda Katan brings nearly a decade of experience in navigating disability benefits with government agencies, specializing in providing compassionate and efficient support to clients. As the Manager of the RDSP Investment Program, Brenda leverages her extensive knowledge of operations and processes to help Canadians with disabilities maximize the benefits of their Registered Disability Savings Plans (RDSPs). Previously, she served as Director of Operations at Canada’s largest Disability Benefits service provider, where she streamlined client onboarding and application processes. Brenda’s dedication to improving financial security for individuals with disabilities underscores her role as a trusted advocate in this space.
Derek Li, CPA, CA, CFA
Associate Portfolio Manager, Corton Capital
Derek Li is a registered Associate Portfolio Manager with over a decade of experience in financial services, specializing in private markets and alternative investments. He began his career at Deloitte and EY as an Audit and Assurance professional before transitioning to an investment analyst role at a prominent family office in Toronto. Derek later served as Head of Research for a leading private wealth platform, where he spearheaded institutional-quality investment research. Outside of work, Derek is passionate about sports and enjoys playing football, squash, and badminton.
Sales & Marketing
Juliano D'Ettorre, CIM
Dealing Representative
Juliano D’Ettorre is an investment professional with a client-focused approach and a broad range of experience spanning traditional banking, private lending, and fintech. He has contributed to the success of numerous large-scale projects by developing and managing investor communication strategies. Juliano is dedicated to helping clients allocate their capital effectively, offering tailored solutions that align with their financial objectives. His credentials from the Canadian Securities Institute, including courses in derivatives and conduct practices, reflect his deep understanding of financial markets and investment strategies.
Omar Khan
Dealing Representative
Omar Khan’s career spans more than 20 years in the financial services industry. Starting out in the brokerage arm of a Big Five Canadian bank, he quickly rose through the ranks of the industry to Regional Vice President in a widely known mutual fund company. He then shifted his focus, becoming a full-time real estate investor and options trader. He currently spends his professional life trading options, building his real estate portfolio, and promoting the core values of Theta IQ.
Waseem Qaraguli
Dealing Representative, Corton Capital
Waseem Qaraguli combines 25 years of experience in tech innovation with investment-focused consulting. An early advocate of blockchain technology, Waseem specializes in disruptive innovations, Bitcoin, and digital asset strategies. He is a trusted advisor on emerging technologies and their application in financial markets. His expertise bridges the gap between engineering and finance, offering clients a unique perspective on cutting-edge investments.
Keith Pangretitsch
President, Relevance Wealth Management
Keith Pangretitsch, is an industry leader with over 30 years of experience in the Canadian investment sector, known for delivering innovative and relevant financial products to clients. As President of Relevance Investments, he focuses on addressing unique client needs and helping them build wealth and peace of mind through tailored solutions. Previously, Keith was Managing Director of Russell Investments’ $12 billion Private Client Business in Canada. His thought leadership is showcased in his contributions to various financial publications, where he shares insights on investing and business management.
Terence Cheng
Dealing Representative
Terence Cheng has 17+ years of expertise in real estate investing and private capital markets. As a former Vice President at Fundscraper Capital Inc., he facilitated over $550M in investment capital deployment across vetted market products. At RioCan REIT, Terence managed a multi-million-dollar development pipeline, showcasing his skills in real estate strategy and financial modeling. His background spans Canadian and Asia Pacific markets, adding a global perspective to his work.
Baseer Khan
Dealing Representative, Corton Capital
After graduating as the top surgeon in his class in 2005, Baseer quickly established himself in the ophthalmology field as an industry leading surgeon, educator, humanitarian and consultant to the biomedical industry. Concurrently, Baseer founded and established the largest ophthalmology group in Ontario. Supporting this growth, Baseer completed an MBA level certificate from the Kellogg School of Business, designed specifically for physicians, and then went on to do his Master of Finance from the Smith School of Business at Queens University.
Peter Schloo, CPA, CA, CFA
Dealing Representative, Corton Capital
Peter Schloo has over 12 years of progressive experience in capital markets, operations, and assurance, with a particular focus on the natural resource sector. He has been instrumental in raising over C$90 million in capital and managing multiple public company transactions, including listings on major exchanges like TSX and CBOE. Peter is also a licensed prospector in Ontario, combining his financial expertise with hands-on industry knowledge.
Shabab Mirza, MBA
Sales & Marketing
Shabab Mirza has 20+ years of experience leading national sales and distribution teams for mutual funds, ETFs, and structured products. Known for his consultative sales strategies, he has successfully driven growth through innovative approaches and strong client relationships. Shabab is passionate about financial markets and works diligently to align investment solutions with clients’ long-term goals.