SciVest brings together both science and investing – in our name and in our portfolio management.
SciVest is a fast-growing, London Ontario based investment manager and financial technology (“FinTech”) company founded by a Western University PhD in Finance, and Professor of Portfolio Management and Investments, Dr. John Schmitz.
Scivest's mission is to deliver efficient, technology-enabled, investment management solutions and services directly to the Canadian mass market, across a wide range of diversified, superior quality investment strategies, at a client cost-structure that is amongst the lowest in Canada.
John J. Schmitz, PhD, CFA
Portfolio Manager, CEO
John has been professionally managing global equity and equity derivative investment portfolios for over 20 years, and prior to that he acted as a consultant to investment management firms and funds. John has managed many different types of investment portfolios ranging from long-only mutual funds and pooled fund trusts to market neutral equity, net short equity and long-short equity hedge funds. He has also managed portable alpha strategies, as well as several arbitrage-based and event driven hedge strategies. John’s expertise is the portfolio management of global equities and global equity derivatives using both highly sophisticated quantitative models, as well as traditional fundamental methods. John’s current professional focus is his firm’s global, common equity,
fundamental, growth of dividends investment strategy which is often implemented with an options writing income generating overlay. John is also considered an expert in asset allocation and portfolio formation.
John has received several top money manager awards including the global GAIM awards for Best Early and Best Mid Stage Market Neutral Equity Manager in the World (2003), as well as a couple of Canadian Investment Awards for the Best Relative Value Hedge Fund (2004). In addition, John was the top performing Global Equity fund manager in Canada for calendar 2016 (out of the 747 unique Global Equity funds tracked by Fundata).
John has held Senior Vice President level portfolio management positions at Financial Concept Group (a subsidiary of Midland Walwyn Inc., and later Merrill Lynch Canada) and Maxxum Fund Management (later Mackenzie Financial, each subsidiaries of Investors Group). However, John is an entrepreneur at heart and since 2002 he has been President and CEO of SciVest Capital Management Inc., a London, Ontario, based registered portfolio management firm which he founded and holds majority ownership. At SciVest and its affiliates, John has managed teams of professionals and launched numerous investment products. While John has extensive Canadian experience, he also has offshore experience having previously been professionally based in The Bahamas for nine years overseeing Bahamas and Cayman Islands based investment entities, as well as the Canadian operations.
In addition to his professional duties, John is currently an Associate Professor of Finance (part-time) at the Richard Ivey School of Business at the University of Western Ontario teaching MBA-level Portfolio Management in one of the top MBA programs in the World. Previously, he taught a senior-level Investments course for a number of years at the Rotman School of Management at the University of Toronto. John has authored a number of refereed academic publications and practitioner articles, and has been a presenter at numerous academic and practitioner conferences and events. John is also currently a member of the Investment Committee at the London Community Foundation, one of Canada’s larger community foundations.
John holds a BESc (Mechanical Engineering), a BA (Economics) and a DHS (Honors Economics) from the University of Western Ontario, a MA (Economics) from the University of Toronto, and a PhD (Finance) from the Richard Ivey School of Business at the University of Western Ontario. He also holds the Chartered Financial Analyst (CFA) designation.
Carolyn Schmitz, BComm, CIM, CFP
Client Relations Management Specialist
Carolyn has been an Investment Advisor (Chartered Investment Manager, CIM) and Certified Financial Planner (CFP professional) for over 25 years. Having gown up in London, Ontario she attended Western University (BA, Finance) and the University of Windsor (BComm, Finance).
Sahil is an aspiring Chartered Financial Analyst (CFA) candidate who has a keen interest in financial markets. He completed his Bachelor’s degree in Business Administration (Finance), then pursued an Master of Business Administration (MBA, Finance) from Brock University. Sahil performs various portfolio and investment research, data analysis, and day to day operational tasks.
Daniel Hart
Advisory Board Member
Daniel Hart is the co-founder and principal consultant at EV Angels, where he leverages his entrepreneurial experience in the start-up community to help founders scale their businesses in the Canadian market. Known for his strategic vision and expertise in scaling companies, Daniel has led organizations through periods of rapid growth and transformation, positioning them as industry leaders in competitive markets. As the former CEO of Masterkey and founder of Airlist, two pioneering real estate software companies based in Dubai, he played a key role in redefining the digital landscape for the real estate industry across the Middle East.
Outside of work, Daniel is an avid traveler, son-of-a-pilot and is passionate about a wide range of topics including space, personal finance, technology and sustainability.
Background:
20 years experience in technology start-ups
Former Tech CEO and sold two software companies (2017)
Angel Investor in Electric Vehicle Network (EV Net) (2021)
Education:
Western University - Bachelor of Science in Computer Science and Software Engineering
Brad Farquhar is an experienced senior corporate executive and director of several publicly traded companies, serving on numerous board committees. He is the co-founder, director, CFO, and Executive Vice President of Security Services Corp. (TSXV: SSC) which employs over 3,000 people and provides physical, cyber and electronic security services across Canada. In addition to his senior corporate and board experience, Brad is also a trained financial planner, thereby bringing a unique collection of skills and experiences to SciVest. He received a Master of Public Administration degree in Electoral Governance from Griffith University in Australia, studied political science at Carleton University, and completed a BA in Liberal Arts at Providence College. Brad is the lead minority shareholder of SciVest, representing the interests of all minority shareholders.
