Investment Professionals

Lloyd E. Rowlett, CFA

Lloyd is President and Lead Portfolio Manager. He has had overall responsibility for Scheer Rowlett’s Canadian equity portfolios since the company’s inception in 1998. Lloyd was previously Vice President, Canadian Equities at the firm’s predecessor company, Crown Life Investment Management Inc. Lloyd is also a member of the asset mix committee.

Lloyd brings to the firm over 25 years of investment experience with a background in commercial banking, venture capital, fixed income and asset liability management, the later as Assistant Vice-President, Asset Liability Management at Crown Life Insurance Company.

He received a Bachelor of Commerce degree from the University of Saskatchewan and is a CFA charterholder.

Rob Dionne, CFA, CMA, DMS, FCSI

Rob is Vice president and Portfolio Manager. He joined Scheer Rowlett at its inception in 1998 and is also a member of the asset mix committee. Prior to the formation of Scheer Rowlett, Rob was an equity analyst for the firm’s predecessor company, Crown Life Investment Management Ltd., and an investment analyst in asset/liability risk management for Crown Life Insurance.

Rob received a Bachelor of Administration degree from the University of Regina, has a CMA designation, is a CFA charterholder and has a DMS (Derivative Market Specialist) designation.

Scott Merriman, CFA

Scott is Vice President and Portfolio Manager. He joined the Scheer Rowlett Canadian equity team in 2003 and is a member of the asset mix committee. Scott’s diverse background includes experience at Merrill Lynch Canada Inc., where he was Associate, Equity Research; UBS Global Asset Management Canada, as Associate, Canadian Equities; and Crown Life Insurance Company.

Scott has a Bachelor of Commerce from the University of Saskatchewan and is a CFA charterholder.

Sarosh Nanavati, CFA

Sarosh joined the team in 2011 as an Analyst with primary coverage responsibilities for the Materials Sector. Over the past 14 years he has worked with Wellington West Capital Markets, UBS Global Asset Management and Sun Life of Canada in a variety of roles encompassing both the “buy-side” and “sell-side” of the investment industry.

Sarosh received his BComm. degree from the University of Toronto and earned his MBA at the University of British Columbia. He is also a CFA charterholder.

Drew Thiessen

Drew joined the team in 2008 from a Canadian chartered bank and is an equity analyst. He earned his Bachelor of Commerce at the University of Saskatchewan.

Tim E. Bradshaw, CFA

Tim joined the Scheer Rowlett team as a Vice President in 2009. His responsibilities include client service and portfolio strategy. Tim has gained 23 years of financial experience with RBC Dominion Securities, the Toronto-Dominion Bank, where he held a variety of senior positions, as well as with Gemini Consulting and MSB International in London, England. Most recently he was Senior Vice President with Connor, Clark & Lunn Capital Markets in Toronto.

Earning a BComm from McGill University, Tim went on to receive an MBA at the London Business School and is a CFA charterholder.

William (Bill) C. Mullett

Bill became a member of Scheer Rowlett as Vice President in 2007. His role on the team includes responsibility for client relationships, strategic alliance partnerships and input on portfolio strategies. His 25 years’ experience in the investment industry includes being AVP, National Investment Services with Great-West Life and a fixed income portfolio manager at Canada Trust.

Bill graduated with a Bachelor of Commerce from the University of Toronto.