Our CLIENT SUPPORT Team
Building relationships with clients is our top priority. This is why we limit the number of families and organisations we work with, allowing us to provide more targetted and robust service.
Our approach represents a return to a different kind of service model, one where you are comfortable reaching out at any time for answers to any questions. We establish and build more meaningful relationships with clients, providing them value beyond the ongoing management of their investment portfolios.
We take pride in developing a deep understanding of our client needs.
CRAIG SWISTUN, CIM®, CAFA, RGD, MFA-P
Craig brings over 20 years of experience in the wealth management industry to the table. Over his career, he has held leadership roles in a variety of organizations that have focused on meeting the needs of both individuals and their families as well as foundations, and charities. He is the lead Portfolio Manager and Founder of Lexicon Financial Group, establishing a relationship with Raymond James Investment Counsel in August of 2020.
Craig has extensive experience writing and speaking about issues related to the wealth management business. He holds the Chartered Investment Manager, Certified Agricultural Farm Advisor, Registered Graphic Designer (Emeritus), and Master Financial Advisor-Philanthropy professional designations.
Since 2020, Craig is a member of the Development Advisory Committee for Prosper Canada (a national charity dedicated to expanding economic opportunity for people with low incomes in Canada). In 2022, Craig became a board director for the Canadian Association of Farm Advisors.
Born in Northwest Territories, Craig went to school in Winnipeg. He currently lives in Toronto with his wife and two children. Craig also speaks French.
Wayne Hendry
Wayne focuses on building relationships. For him, providing the right solutions and client service is good, but delivering a superior client experience based on a strong client relationship is better.
Originally from South Africa, Wayne graduated from the University of Cape Town with a Bachelor of Social Science in political science and economics. He has an international perspective, having lived on three continents. He has significant experience in implementing successful business development strategies across a wide variety of industries. As a diplomat, Wayne did business development and relationship-building for the new South Africa. During his time at the South African Embassy in Washington, D.C., he had the honour of writing speech notes for President Nelson Mandela during his first visit to the United States in 1994.
Wayne is working towards his Certified International Wealth Manager (CIWM) designation. In his free time, he enjoys being a foodie. He speaks English, with a dash of Romanian, Afrikaans and Xhosa thrown in for good measure.
OUR INVESTMENT TEAM
Lexicon Financial Group is part of the Raymond James Investment Counsel Ltd family of companies. As such, we have access to the full scope of investment tools, research and support of the entire Raymond James organisation. While we are fiercely independent and responsible for managing our client accounts, we collaborate with investment colleagues in other offices and have strong relationships with other investment management teams, allowing us to build custom portfolios for investors.
We meet regularly with other investment committee members to discuss discuss changes taking place in the capital markets and to review client investment strategies. Sharing information in this way makes each of us stronger, which ultimately benefits our clients.
Antoine Natale, CIM®, FSCI
Antoine is a portfolio manager at Raymond James Investment Counsel Ltd. with over 20 years of experience in asset management, looking after both individual client portfolios and managing a global multi-strategy alternative fund.
Antoine is a regular speaker for the Montreal Exchange and the Options Industry Council (OIC) at conferences or options training sessions. Antoine has contributed for many years to the development of the derivatives and alternative investment community. Antoine is certified in derivatives trading, is a Fellow of the Canadian Securities Institute (FCSI®), and a Certified Investment Manager (CIM®).
Louis Gervais, M.Sc
Louis holds a Master’s degree in Finance (M. Sc.) from the Université de Sherbrooke. Currently a candidate for the final exam of the CFA designation, Louis has a great passion for finance. Prior to joining Raymond James Investment Counsel, Louis worked as a financial analyst for an important Canadian alternative asset manager.
Passionate about economic news, Louis spends his free time reading financial magazines. He can also be found on the golf greens during summer, or reading about the art of collecting wine.