Our Firm

 

Our History

Cougar Global Investments was founded in 1993 by Dr. James Breech who had devoted the previous 12 years to developing the Cougar Global investment management platform.  Cougar Global manages assets for high-net-worth individuals, families, foundations, trusts and corporations in Canada, the U.S., and Europe.

Cougar Global’s proprietary investment process constructs globally diversified portfolios of ETFs designed to perform in accordance with clients’ investment objectives. The firm focuses on employing downside risk management methodology and tactical asset allocation to aim to protect clients’ assets in down markets. Cougar Global’s guiding belief is that the goal of investing is to generate consistent compound growth by seeking to minimize loss.

Cougar Global Investments is registered and regulated by the Ontario Securities Commission (OSC) as a Portfolio Manager and registered as a “non-resident” investment advisor with the United States Securities and Exchange Commission (SEC).

 

Our Team

Abe Sheikh, FSA MAAA

Abe Sheikh, FSA MAAA
Chief Investment Officer and Portfolio Manager

Dr. James Breech, PhD, MBA

Dr. James Breech, PhD, MBA
Chairman Emeritus

Susanne Alexandor

Susanne Alexandor
Vice President, Client Portfolio Manager

 

Irina Dorogan, CIM

Irina Dorogan, CIM®
Senior Research Analyst

Amy Steciuk, CFA

Amy Steciuk, CFA
Senior Research Analyst

Jason Richey, CFA

Jason Richey, CFA
Senior Research Analyst

 

Marketing and Sales

Atsuko (Annie) Hiraoka, MBA

Atsuko (Annie) Hiraoka, MBA
Chief Operating Officer

Susan Cunningham

Susan Cunningham
Senior Manager, Marketing and Sales

Kathryn Bakos, BSc

Kathryn Bakos, BSc
Internal Wholesaler

 

Client Services

Vicki Breech, CFP®, FCSI

Vicki Breech, CFP®, FCSI
Vice President, Human Resources
and Finance, Wealth Management Services

Compliance

Valerie Marseille, CFA

Valerie Marseille, CFA
Chief Compliance Officer

 

Operations

Emmy Mestancik

Emmy Mestancik
Portfolio Administrator

Adrienne Hollis

Adrienne Hollis
Vice President, Operations

Nat Maneechai

Nat Maneechai
Administrative Assistant