Georgina brings a wealth of knowledge and experience in the administration and settlement of First Nation Trusts. Georgina has over 24 years of experience in the trust industry and has been administering First Nation trusts for over 20 years.
Georgina earned an undergraduate degree in commerce from the University of Calgary and an MBA from the University of Regina. She obtained her MTI (Member Trust Institute) designation through the Institute of Canadian Bankers. Georgina is currently a member of NATOA, CANDO and AFOA.
Georgina completed the AFOA Harvard Program on Leading People and Investing to Build Sustainable Communities.
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Jeff joined Peace Hills Trust in August of 2012. His 25 years of experience in the investment industry gives Peace Hills an added dimension of depth in monitoring and reviewing external managers’ performance. One of his tasks is to provide training sessions on investment basics and investment policy statements to Trustees as part of Peace Hills’ ongoing commitment to capacity building for its clients.
Jeff started Ridgewood Capital Asset Management with his partners in 2008, where he was Vice President. He structured and managed discretionary accounts for his clients, which included First Nations, foundations and individuals. Prior to that he was a Portfolio Manager at Mulvihill Wealth Management, where he specialized in First Nation clients. Jeff began working with First Nations in 1996 while working with the Yukon Territorial Government. He helped develop investment policy statements and did training sessions for Chief and Councils and investment committees throughout the Yukon.
Jeff is a CFA charter holder, is a Fellow Chartered Professional Accountant (CPA) and graduated from the University of British Columbia.
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Audrey joined Peace Hills Trust in 2006 and quickly moved into the role of specialized reporting. Her strong accounting skills are an integral part of our ability to produce timely and accurate financial reports for our clients. Audrey is working towards completing her CGA and Specialist Trust Institute.
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Sarim Joined Peace Hills Trust in July 2019 as a Corporate Credit Analyst and is a recent addition to the Trust Services team. He has over 9 years of experience in financial services industry primarily in commercial lending and brokerage.
Sarim started his career with ScotiaMcLeod (part of Scotia Capital) in 2010 where he worked for 2 years assisting portfolio managers with marketing and investment administration. He switched to commercial banking in 2013 and progressed through senior roles with BMO Bank of Montreal, Roynat Capital (Scotiabank), and TD Commercial Banking. Working with various financial institutions has provided Sarim with a strong background in investment analysis and reporting.
Sarim is an MBA in Corporate Finance from the University of Windsor, Ontario, graduating in 2013. He is also pursuing the CFA designation and is currently a Level II Candidate. Sarim is committed to enhancing his knowledge in investment management, compliance and reporting in order to give Peace Hills Trust clients the expert service they have come to expect.
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Jacob recently joined the team as a Senior Trust Associate who brings a level of broad experience in financial management and legal administration from working as a Chief Operations Officer for TEFF.
Jacob completed his Bachelor of Business Administration majoring in Finance & Accounting at Okanagan College. He then completed a continuing studies Degree in Finance & Economics at the University of Hertfordshire in London, UK.
Jacob’s desire to be part of the Peace Hills Trust team stems from his family’s history of working with First Nations in Canada. Jacob’s great grandfather was made an honorary Chief (Musta Muskawa Chief Big Bear) of Onion Lake First Nation. As an integral part of the Trust Services team, Jacob’s operational and management background will assist the team in enhancing and expanding our products and service throughout Canada.
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