Our Team

Our portfolio management team is driven by top experts in the financial services sector who have over 60 years of combined experience. Our sales & marketing team is dedicated to providing financial advisors with the information and care required to help their clients succeed in meeting their investment goals.

Investment Management Team

Jennifer Mersereau

FSA, CFA, ACIA

Partner & Co-Founder

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Jennifer Mersereau

FSA, CFA, ACIA

Partner & Co-Founder

Jennifer Mersereau is Partner and co-founder of Hamilton ETFS and a co-manager of the firm’s actively managed ETFs. Specializing in the financial services sector for her entire professional career, Jennifer performs on the ground research visiting financial services firms around the globe. Prior to the founding of Hamilton ETFs (formerly Hamilton Capital), Jennifer worked with Rob Wessel at the dealer arm of a Big-6 Canadian bank first in the capacity of Associate Analyst, Financial Services (assisting in the equity research coverage of the large-cap Canadian banks and life insurance companies), and later as co-manager of a successful internal long-short strategy specializing in financial services stocks.
Jennifer began her career at a major Canadian insurance company, where she held various roles of increasing responsibility in the Life Insurance New Product Pricing, Corporate Actuarial, and Investment Product Financial Management departments. She has a Bachelor of Science in Mathematics and a Diploma of Engineering, both from the University of Prince Edward Island. Jennifer is a Fellow of the Society of Actuaries, an Associate of the Canadian Institute of Actuaries and a CFA charterholder.
Robert Wessel, Managing Partner & Co-Founder

Robert Wessel

CA, CFA

Managing Partner & Co-Founder

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Robert Wessel, Managing Partner & Co-Founder

Robert Wessel

CA, CFA

Managing Partner & Co-Founder

Rob Wessel is Managing Partner and Co-Founder of Hamilton ETFs and has specialized in the financial services sector since 1995. Prior to co-founding Hamilton ETFs in 2009 (formerly Hamilton Capital), Rob worked for 15 years in various roles in the financial sector, including experience in corporate finance, investment banking plus senior roles in proprietary trading and equity research at a bank-owned investment dealer, the latter as a top ranked financial services and Canadian bank analyst each and every year.

At Hamilton ETFs, Rob assists in the management of the firm’s ETFs including overseeing overall investment strategies. Rob is recognized as one of Canada’s leading experts in the financial services sector, frequently speaks at industry events and has presented to management teams and boards of directors of many of Canada’s largest banks and insurers. Over the past 20 years he has also been a frequent commentator on the financial sector on BNN and in the Globe and Mail.

Rob has a Bachelor of Business Administration from Wilfrid Laurier University and is a Chartered Accountant and a CFA Charterholder.

Babak Assadi

CFA

Managing Director, Portfolio Manager

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Babak Assadi

CFA

Managing Director, Portfolio Manager

Babak is Managing Director, Portfolio Manager, a partner of Hamilton ETFs and an integral member of the firm’s investment management team since its inception. As portfolio manager and head of trade execution, Babak assists in the management of Hamilton ETFs' actively managed ETFs, with an emphasis on quantitative and technical analysis. Babak is also responsible for all trading related functions, from trade execution to communicating with market makers and clients for bulk orders of Hamilton ETFs. Babak holds a Bachelor of Applied Science in Honours Systems Design Engineering from the University of Waterloo and is a CFA charterholder.
Aditi Thapliyal, Portfolio Manager

Aditi Thapliyal

CFA, MBA

Managing Director, Portfolio Manager

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Aditi Thapliyal, Portfolio Manager

Aditi Thapliyal

CFA, MBA

Managing Director, Portfolio Manager

Aditi is a Portfolio Manager with Hamilton ETFs, assisting in the management of the firm’s ETFs with an emphasis on bottom-up security selection and fundamental equity research. Prior to joining Hamilton ETFs in 2018, Aditi spent almost 10 years on the buy and sell-sides covering the global financial services sector, specializing in Europe and Asia. Most recently, in the role of Global Equity Analyst, Aditi helped manage the financial sector allocation of the equity funds for a leading Canadian asset manager. There she provided analytical coverage of the global financials and REIT sector. Aditi began her career in equity research in India where she covered the Indian financials sector including banks, insurers, and diversified financial institutions for almost 6 years. She has an MBA from the Ivey Business School at Western University and is a CFA charterholder.
Jessica Grove, Associate Analyst

Jessica Grove

Research Associate

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Jessica Grove, Associate Analyst

Jessica Grove

Research Associate

Jessica is a Research Associate with Hamilton ETFs. As the newest member of the portfolio management team, Jessica supports the analytical and fundamental research needs of senior staff while also assisting with the firm’s trading operations. Jessica rejoined Hamilton ETFs in 2018, having previously completed a co-op term with the firm as an Equity Trading Associate. Jessica holds a Bachelor of Business Administration from Wilfrid Laurier University.

Marketing & Operations

Derek Smith, Director of Operations

Derek Smith

CFA

Managing Director, Chief Financial Officer

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Derek Smith, Director of Operations

Derek Smith

CFA

Managing Director, Chief Financial Officer

Derek is Managing Director, Chief Financial Officer and a partner of Hamilton ETFs and is responsible for all aspects of the firm’s operations and financial functions. Derek manages the firm’s regulatory reporting, performance monitoring, supports the firm’s marketing and shareholder needs and is the firm’s Chief Compliance Officer. In previous roles at Hamilton ETFs, Derek helped manage the firm’s operations in addition to providing fundamental research support. Derek has a Bachelor of Applied Science in Honours Systems Design Engineering with an Option in Management Sciences and specialization in Intelligent Systems from the University of Waterloo. Derek is a CFA charterholder.
Patrick Sommerville, Business Development

Patrick Sommerville

Partner, Business Development

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Patrick Sommerville, Business Development

Patrick Sommerville

Partner, Business Development

Pat is Partner, Business Development with Hamilton ETFs and is responsible for all forms of firm’s sales and marketing activities. Since joining the firm in 2013, he has contributed to the firm’s asset growth through his close work and partnership with portfolio managers and investment advisors across Canada who integrate Hamilton ETFs' actively managed ETFs into their portfolios. Pat has 13 years of experience in the financial services sector in progressive sales and marketing roles, and has an Honours Bachelor of Arts from Queen’s University.

David Kidane

Regional Director, Business Development

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David Kidane

Regional Director, Business Development

David is Regional Director, Business Development with Hamilton ETFs and is responsible for the firm’s sales and marketing initiatives in Western Canada. David has worked in the financial services sector since 2016 in progressive sales and marketing roles at several leading Canadian asset managers. He has a BCom from the University of Guelph, and is currently working towards a Master of Finance degree from Queen’s University.

Board of Directors

Howard Atkinson

CFA

Board Member

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Howard Atkinson

CFA

Board Member

Howard has over 30 years in the investment industry and brings extensive expertise and insight particularly as the retired President and co-founder of Horizons ETFs Management (Canada) Inc. Throughout his career, Howard has held executive positions at some of Canada’s largest investment firms including Horizons ETFs and Barclays Global Investors (Canada) Ltd. Viewed as a pioneer in the ETF field in Canada, Howard is the author of several of books on ETFs, including the world’s first on the subject entitled “The New Investment Frontier: A Guide to Exchange Traded Funds for Canadians“. Over the years, he has been an active advisor in the industry, serving on several public and private boards including Wealth Bar, a full-service online financial advisor that was recently acquired by CI Financial. He is also the past Founding Chair of the Canadian ETF Association, a past president of the CFA Society Toronto, and a firm consumer advocate, a commitment for which he was awarded the 2010 ‘Top Educator’ title for fostering financial literacy among Canadians by ACTIF.

Bob Brooks

Board Member

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Bob Brooks

Board Member

Bob is the former Vice Chair and Group Treasurer of the Bank of Nova Scotia, where he enjoyed a 40 year career in a succession of senior investment banking, finance, and treasury roles. Throughout his career, Bob has also served on a number of boards of directors including Canada Pension Plan Investment Board, Integrated Asset Management and numerous Scotiabank subsidiaries including Scotia Discount Brokerage and Scotia Life Insurance Company. He brings substantial financial industry experience dealing with finance, risk management, pension fund asset mix, investment strategies, treasury functions and international operations. Bob has also been actively involved in community service, having served as the board chair of the Heart & Stroke Foundation of Ontario and the board chair of the Heart and Stroke Foundation of Canada.

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