Jared Wolk

Jared oversees investment related operations for client families and is a registered Portfolio Manager with GENn Investment Counsel Ltd., a subsidiary discretionary investment management firm designed to serve specific investment needs for our client families. He has over 15 years of industry experience having held various roles in equity and derivatives trading, 8 years in an advisory capacity with a boutique national firm and 3 years in the risk analytics division of Markit Ltd. Jared joined our firm to bring institutional risk management and evidence-based investment discipline to serve families.

Jared holds a Bachelor of Arts from the University of Calgary, a Master of Science in Finance from Simon Fraser University and is a CAIA and CFA charterholder.

Jared spends his time on the board for a charitable microfinance group and enjoys traveling, skiing, and reading.

The GENn Team:

Kevin D. Algar, JD, CIMA®, CIM®, CFP®, CLU®, TEP, FEA

President & CEO

Dennis Nerland, Q.C.

Advisory Board Member

David V. Richards, FCPA, FCA

Advisory Board Member

Dr. Lloyd Steier, Ph.D.

Advisory Board Member

Aly Pain

Family Council Lead

Robert (Bob) Tien, CPA®, CA, BComm, BSc

Chief Financial Officer

Valerie Leibel

Senior Accountant

Jared Wolk, CFA®, CAIA®

Portfolio Manager & Chief Investment Officer *

Maximilian (Max) Fortmuller, BAA

Analyst *

Rustem Jamburbayev, CFA®

Portfolio Analyst *

Robert (Rob) Koski, CFP®

Director of Financial Planning and Risk Management

Annette Kassner

Office Manager

Larisa Wilson

Office Manager

*Denotes employees of GENn Investment Counsel Ltd.

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