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Ronald Landry, CGA | President

Mr. Landry has ten (10) years of Financial Industry experience. Mr. Landry started his career at one of the largest direct-to-client and non-load mutual fund companies in Canada, Altamira Investment Services Inc. Initially working in the Fund Accounting Department, Ron was a Fund Accountant involved in the pricing and the reconciliation of funds, ranging from fixed income and money market to global equity. He also gained valuable experience in preparing monthly working papers and financial statements.

Mr. Landry quickly moved into a Senior Fund Accountant position where he worked with “Closed-End Funds”, maintaining all accounting records and producing all regulatory reports for the securities commissions, pricing, as well as audit and statistical analysis and reporting.

Eventually, Mr. Landry moved to the Corporate Finance Department as a Senior Accounting Clerk and later a Financial Analyst. There he was actively involved in regulatory reporting, maintaining monthly analysis records on all Balance Sheet and Profit and Loss accounts, projecting cash flow, monitoring and reporting daily on the Altamira’s investments and debt situations, budgeting for departments and analyzing variances between actual and budgeted figures and maintenance and support of the accounting system and reporting to the CFO and other senior management.

Mr. Landry also served as Senior Compliance Officer. In this role he was responsible for monitoring mutual funds ensuring that they were in compliance with National Instrument 81-102 and the funds prospectus’, reviewing all daily trading activity, including monitoring for high closes. He also pre-cleared all Access Personnel trading and maintained records in accordance with Altamira’s Personal Trading Rules. He was instrumental in the automation of compliance testing of Institutional Client’s portfolios and the introduction of internal audits of the trading desk to ensure trading procedures were followed.

Mr. Landry was recruited by Felcom Data Services Inc. as the Executive Vice President and Chief Operating Officer. He is responsible for the conversion of client fund accounting, system selection, operations, budgeting and staffing. Mr. Landry was instrumental in the development of Felcom’s marketing materials and new corporate logo used on all letterhead and business cards. He also plays a pivotal role in preparing proposals for potential clients, meeting with potential clients, and maintaining those relationships.

Dennis E. MacPherson | Executive Vice President & C.O.O

Mr. MacPherson has 12 years experience in investment fund operations. He began his career with TD Bank Financial Group in 1995 supporting Greenline Investor Services (now TD Waterhouse Canada). After the TD acquisition of the third-party investment fund transfer agency business from Stardata (now CGI), he was requested in June 2000 to lead the business as Manager, Shareholder Services. In this role, he was responsible for all day-to-day operations of the transfer agency. In February 2002, the TD business was purchased by AGF Management Ltd., and Mr. MacPherson successfully transitioned over 100 employees and hundreds of business processes. With the migration complete in June 2002, he accepted the role of Director, Dealer Relations for Unisen Inc. (now owned by Citigroup) and had the opportunity to travel across Canada for several weeks of the year to meet, in person, with senior operations contacts at brokers and dealers having significant assets with AGF and other Unisen clients.

In September 2004, Mr. MacPherson returned to TD Bank to run the Client Transfer Services area, for all products and business lines of the Wealth Management Division. Through a management team of 14 and staff numbering 150, Mr. MacPherson worked to reduce cost and risk from the multi-million dollar budget under his responsibility. He then accepted a senior management role in Investment Fund Operations in April 2006, where he was responsible for transaction processing for all TD brokerage and retail distribution channels, and all TD Mutual Funds products.

Additionally, Mr. MacPherson has over the years been an industry leader in process improvement change as a Member or Chair of several Committees and Working Groups, and is currently an active Member of the FundSERV Standards Steering Committee (SSC), and the IDA FAS Mutual Fund Dealers Sub-Committee. He has also participated in several high-profile speaking engagements, including the annual IFIC Conference, and CCMA Information Sessions on Straight-Through Processing (STP). Mr. MacPherson was recruited to join Felcom Data Services Inc. in April 2007 as the Executive Vice President & Chief Operating Officer. He is responsible for the day-to-day operations, budgeting, and staffing.

Paul Pedersen | Vice President, Fund Accounting

Mr. Pedersen has 12 years of experience in the financial industry. He started his career as a Fund Accountant at State Street and was promoted to Senior Fund Accountant, then Manager and eventually Senior Manager, Investment Accounting. During this time, Mr. Pedersen worked on over 20 client accounts, many of them key accounts used to reference new business. He oversaw the administration of multi-class and multi-managed funds with an asset base of several billion dollars.

Mr. Pedersen became an expert on Structured Products, working closely with the counterparty for these funds and representing State Street at new fund deal closings. He oversaw all aspects for the Fund Accounting operations including client service, procedural design and implementation, financial statement reporting, distribution calculation, tax reporting, risk reporting, conversions, and the accurate and timely delivery of daily valuations. He instituted and was the Chairman of the Best Practice Committee, ran monthly Self-Testing Audits for the department and was the point person for Internal Audits, Global Controls Audits and Annual Client Audits.

Mr. Pedersen is a dynamic leader with many years experience spearheading successful teams in the Mutual Fund Accounting Business. He is an expert strategist, trouble-shooter, planner, and business driver who has delivered dramatic results. He has a participative leadership style with excellent communication skills. He responds to business challenges with confidence, resolve, and focus.

Mr. Pedersen has an Honours Bachelor of Commerce and has completed the Canadian Securities Course.

Currently, Mr. Pedersen is the Vice President of Fund Accounting for Felcom Data Services Inc. He is responsible for all aspects of the Fund Accounting Operation.