Cory Venable CIM, FCSI,CMT

Vice President, Portfolio Manager           

Technical Market Analyst

A Fellow of the Canadian Securities Institute with over 20 years of market experience, Cory is the technical analyst for the practice.

A Chartered Market Technician(CMT), Cory developed the quantitative risk management method used by the firm to address price risk. Cory is a member of the Canadian Society of Technical Analysts (CSTA), The American Finance Association (AFA), and the Market Technicians Association (MTA) based in New York.  cory@venablepark.com

Danielle Park LL.B., CFP, CFA
President, Portfolio Manager

Danielle is a regular guest on North American media and a popular keynote speaker on investment markets and money.  She is the author of the best-selling book "Juggling Dynamite." and a popular financial blog:  www.jugglingdynamite.com. 

She is a member of the internationally recognized CFA Institute, The Toronto Society of Financial Analysts (TSFA), and continues to be a member of the Law Society of Upper Canada.   danielle@venablepark.com

Colleen McHale-Harvey, CIM, FCSI

Senior Portfolio Assistant

Colleen brings to the team, over 17 years of experience in the portfolio administration and support area. Colleen is a graduate of the Canadian Investment Manager Course (CIM) and Professional Financial Planning Course (PFP) and is a Fellow of the Canadian Securities Institute. 

 colleen@venablepark.com

Beth Duncan, CIM

Senior Office Administrator

Beth has more than 20 years of experience in the investment administration and support area. Beth is licensed by the Canadian Securities Institute, and as a Branch Manager with the Investment Funds Institute of Canada. She is also a graduate of the Canadian Investment Manager Course (CIM).

beth@venablepark.com

Wendy McGean, CIM

Administrative Assistant   

wendy@venablepark.com