Our Principals

Cory Venable CIM, FCSI,CMT

Partner, Portfolio Manager           

Technical Market Analyst

A Fellow of the Canadian Securities Institute withover 18 years of market experience, Cory is the technical analyst for the practice.

A Chartered Market Technician(CMT), Cory has developed a 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
Partner, Portfolio Manager


With over 18 years of professional consulting experience, Danielle is a lawyer as well as a Chartered Financial Analyst (CFA) and finance author.

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-Hoey, CIM

Senior Portfolio Assistant


Colleen brings to the team, over 16 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).  colleen@venablepark.com

 

 

Beth Duncan

Senior Office Administrator

  

Beth has more than 18 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. 

beth@venablepark.com

 

 

Wendy McGean

Administrative Assistant    


Wendy brings over 8 years of experience in the client administration and support area. Wendy has a Bachelor of Science (Math & Chemistry) as well as a diploma in Computer Science.

wendy@venablepark.com