Rahim Chatur, CFA, DMS, B.Comm.
Senior Investment Advisor, Senior Portfolio Manager
Jeffrey Mackie, M.Eng.
Senior Investment Advisor, Senior Portfolio Manager
Cindy Parmelee
Assistant
Marilou Diwa
Assistant
Noah Wilkie, CFP®
Associate
Alex Letheren
Associate
Craig D. Basinger, CFA
Chief Market Strategist, Purpose Investments
Craig Basinger is the Chief Market Strategist at Purpose Investments. With over 25 years of investment experience, Craig combines an educational foundation in economics & psychology with years of experience in both fundamental and quantitative research. A long term student of the markets, Craig’s thoughts and insights can be seen in Market Ethos publications and is a regular contributor on BNN.
Craig and his team bring a transparent and cost efficient approach to investment management. The team provides asset allocation OCIO services and directly manages over $1 billion in assets. The team manages dividend mandates, quantitative risk reduction strategies and asset allocation services.
Derek Benedet, CMT, CFP
Portfolio Manager, Purpose Investments
As a Portfolio Manager at Purpose Investments Derek plays a major role in the ongoing management and execution of the group’s investment mandates. He has worked for the past seventeen years in the investment industry with experience at Richardson Wealth, CIBC Wood Gundy, TD Wealth Management as well as GMP Securities Inc. He graduated from Wilfrid Laurier University with a Bachelor of Business Administration (Honours) degree with a finance concentration. Derek is a Chartered Market Technician (CMT), a designation obtained through expertise in technical analyses and is granted by the Market Technicians Association. He is also a Certified Financial Planner (CFP) as well as a Chartered Investment Manager (CIM).
Derek brings a specialty in trading, technical analyses and behavioral finance. His unique investment approach combines a blend of technical analysis, quantitative finance and fundamental analysis. Paying careful attention to market technicals, Derek brings a unique aspect to new idea generation and risk management in portfolio management. Derek believes that managing risk and being opportunistic given market conditions are key tenants of our achieving long-term returns.
Brett Gustafson
Portfolio Analyst, Purpose Investments
Brett is a Portfolio Analyst at Purpose. He is responsible for relationship management and advisor support and focuses heavily on portfolio analytics for advisors, our own proprietary models and equity research. With over nine years of experience in the investment industry, Brett began his career as an Investment Advisor at a Canadian independent asset management firm where he worked with several high-net-worth families. Brett graduated from the University of Calgary with a Bachelor of Commerce degree. He is currently pursuing his CFA designation with the goal of becoming a Portfolio Manager.
Harj Takhar, MFA-P
Estate And Insurance Advisor
Harj specializes in helping high-net-worth and ultra-high- net-worth families protect and transition their wealth through sophisticated insurance and estate planning strategies.
He embraces the nuances and complexities surrounding intricate organizational structures and leverages his deep expertise in wealth preservation to design tailored insurance solutions. His advisory approach focuses on minimizing tax, optimizing cash flows and integrating business and succession planning. Additionally, Harj helps implement appropriate trust, philanthropic, and estate planning strategies to fulfill family legacy objectives. He strives to provide clients with a sense of financial well-being and confidence in their family’s wealth stewardship.
Prior to joining Richardson Wealth in 2024, Harj spent nearly a decade advising affluent families and business owners on financial, tax, estate, succession, emigration, and cross-border planning in both the public accounting industry and financial services sectors.
Harj shares our team’s belief in lifelong learning and holds multiple designations – Chartered Professional Account (CPA), Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU) – and is currently pursuing his US Certified Public Accountant designation with an anticipated completion date of 2026.
Harj lives with his wife and their two children. When time permits, he can be found playing basketball, enjoying live theatre, or trying the newest restaurant in the city.