PRIVATE CLIENT GROUP
Investment Team

Greg Latremoille, B.Sc, CA President, Private Client Group Greg founded the BG Private Client Group in 1979 to provide discretionary investment management for individuals, estates, trusts, foundations and endowments. In his capacity as president and portfolio manager, Greg provides leadership in the development and implementation of investment strategy for a diverse group of clients. Prior to creating the Private Client Group, Greg was the head of investments at the Mercantile Bank of Canada. He began his career as a C.A in public practice in Montreal and London, England during the late 1960s. He received a Bachelor of Science from McGill University, is a Chartered Accountant and also serves as a Director of Beutel Goodman and as a member of the Management Committee. Greg is a member of the Toronto Society of Financial Analysts.

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Stephen Clements, B.A., CFA Vice President, Private Client Group In addition to his role as portfolio manager, specializing in U.S. equity research, Stephen has been instrumental in developing the BG Private Client Group and maintaining relationships with clients since 1983. He draws upon more than 25 years of expertise in the investment industry to manage the BG Private Balanced Pooled Fund and individually managed portfolios. Prior to joining the Private Client Group, Stephen worked at Prudential Assurance as a Portfolio Manager specializing in U.S. equities. He was awarded the Chartered Financial Analyst (CFA) designation in 1982 and holds an Honours Bachelor of Arts degree in Economics from York University. Stephen is a member of the Toronto Society of Financial Analysts.

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Steven Smith, B.A., FCSI, CFA Vice President Steven joined the Private Client Group in 2001. He is responsible for developing and maintaining client relationships with individuals, estates, trusts, foundations and first nations. In providing investment management for clients, he draws upon extensive equity, fixed income and foreign exchange background, as well as account management experience gained from 25 years in the financial industry. Prior to joining the BG Private Client Group, Steven was Vice President Private Wealth at Acuity Investment Management Inc. He is a Chartered Financial Analyst (CFA) since 1994, a Fellow of the Canadian Securities Institute (FCSI) and received a Bachelor of Arts degree in English and Economics from the University of Toronto. Steven is a member of the Toronto Society of Financial Analysts.

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For more information on the Private Client Group,
contact Steven Smith at 416-480-6473 or
e-mail your inquiry to private@beutelgoodman.com