ROCKLINC Investment Partners Inc. commenced operation in January 2010. Although the company itself has a relatively short history, our lineage is rich in history and experience that goes far beyond the knowledge of the founding partners.
ROCKLINC as an organization is anchored to the time tested principles of value investing, buying assets below their long-term intrinsic value and patiently holding until the value has been realized.
Our investment strategy compels us to be patient and resolute investors, not short-term price speculators.
Successful investing requires us to ignore the crowd, step outside of the consensus and apply wisdom, discipline and understanding to each investment decision.
ROCKLINC is an independent research-driven investment management firm focusing solely on creating portfolios of high quality assets. Our portfolios are customized to meet the investment goals and objectives of our clients.
Our vision is to be known as a world class provider of prudent wealth management services for discreet investors. These include private individuals, families, corporations and foundations.
Our values are time-honoured and unwavering. The trust and confidence of our clients is our most valuable asset. We know that our long-term success depends on a reputation for honesty, transparency, confidentiality and consistent investment results.
Prior to founding ROCKLINC Investment Partners Inc., Jonathan began his investment career with Portland Investment Counsel (formerly AIC Investment Services) in 1990 and served as a member of the firm’s senior management team. In August 2002, he was appointed Chief Investment Officer and subsequently, in October 2006, Jonathan was appointed Chief Executive Officer.
During his tenure at Portland Investment Counsel, Jonathan managed the AIC Diversified Canada Fund as well as a number of equity mutual funds. He also co-managed a number of exchange-traded funds and was responsible for Portland’s Private Client business which included high net worth and institutional clients.
In 1995, Jonathan was named Fund Manager of the Year by the Investment Executive Magazine and in 1997 awarded Fund Manager of the Year at the Canadian Mutual Fund Awards Gala. In addition, Jonathan was a recipient of Canada’s Top 40 under 40.
Prior to establishing his career in the investment industry, Jonathan held positions in corporate accounting at Deloitte & Touche as well as CUMIS Insurance. He is currently an Advisory Board Member for the Oak Study Centre based in Hamilton, Ontario. Jonathan holds a Bachelor of Commerce and a Master of Business Administration degree from McMaster University, and Bachelor of Science degree from the University of Waterloo. He completed his formal education with a Master of Arts degree in Theology and Philosophy from Trinity Seminary (Chicago). He also holds the designation of Chartered Financial Analyst (CFA).
Prior to becoming a Partner with ROCKLINC Investment Partners Inc., Doretta commenced her career in the investment industry at Portland Investment Counsel (formerly AIC Investment Services) in 1996. During her time at Portland, she worked with the executive management team, in particular, with the Chief Investment Officer and Chief Executive Officer. In addition, she was responsible for managing client relations with financial advisors and private clients.
Doretta brings a wealth of practical knowledge to ROCKLINC along with a passion for investing. She is responsible for identifying client objectives and constraints and developing the appropriate investment policies and strategies.
Prior to joining Portland, Doretta worked as an accountant for a property management company. She also administered the back office network supporting a private client investment business including trade execution and settlement.
Doretta holds a Business Administration Diploma from Mohawk College and has completed the Canadian Securities Course. Also, she earned the Canadian Investment Management Designation which qualifies her to manage discretionary accounts, subject to regulatory approval. In addition, Doretta successfully completed the Partners, Directors and Senior Officers (PDO) Course.
Andrew joined ROCKLINC Investment Partners Inc in 2015. He is responsible for conducting both quantitative and qualitative financial analysis of publicly traded securities. He contributes to the investment decision making process by identifying, analyzing, evaluating and recommending potential investments for client portfolios.
Andrew earned a Bachelor of Science in Economics and Kinesiology from the University of Waterloo. He also holds the Chartered Financial Analyst® designation.
Jesse joined Rocklinc Investment Partners Inc in 2016. He is responsible for conducting both quantitative and qualitative financial analysis of publicly traded securities. He contributes to the investment decision-making process by identifying, analyzing, evaluating and recommending potential investments for client portfolios.
Prior to joining ROCKLINC, Jesse worked as an Associate for Millcroft Financial Group, a network of advisors under the Power Corporation group of companies.
Jesse earned an Honours Bachelor of Commerce from McMaster University and holds the designation of Chartered Financial Analyst (CFA).
Jonathan focuses on assisting the investment research team by conducting both quantitative and qualitative financial analysis of publicly traded securities and performing sector analysis to identify opportunities to inform investment decisions.
Jonathan earned an Honours Bachelor of Commerce degree from the University of Guelph and is a graduate of Sheridan's Advertising and Marketing Communications program. Jonathan has also completed the Canadian Securities Course.
Braden has been with ROCKLINC Investment Partners since 2020. Braden’s focus is on building long-term relationships with clients; working with them to develop strategies to help them achieve their financial goals. Prior to joining ROCKLINC, Braden worked in manufacturing sales with a specialization in product development.
Braden earned a Bachelor of Arts degree from Redeemer University. He also holds the Chartered Investment Manager Designation.
Jacob focuses on building relationships with new and existing clients in order to enhance the client experience and find new avenues for the ROCKLINC team to add value. Jacob will also be working with our institutional partners to find creative ways to continue to serve their unique needs. Prior to joining ROCKLINC, Jacob spent four years in relationship management at a large mutual fund company in Toronto.
Jacob holds a Bachelor of Commerce degree with a Finance Major from Dalhousie University. He also holds the Chartered Investment Manager designation.
We are an independent investment management firm focusing solely on creating portfolios of high quality assets customized to our client’s needs of protecting and growing their wealth efficiently.