Leadership

Leadership Team

Sanjeet Dhari, CFA

President

Sanjeet has 9 years of experience in the investment industry. Currently at BCI, Sanjeet invests in public companies that are enablers of the energy transition. He holds a Bachelor of Commerce degree from the University of British Columbia and is a CFA Charterholder.

Brent Beagle, CFA

Vice President 

Brent B​​eagle currently works as a Realtor® and has helped over 500 people buy and sell their homes and investment properties. Brent enjoys helping others as a volunteer. He really adores teaching high school students about entrepreneurship and financial literacy as part of the Junior Achievement program. Prior to his life in real estate, Brent was employed in various management positions including the general manager of a private business college. Brent attended school in Victoria in the 1980s and has lived about half his life in this fabulous city. Brent loves his life with his beautiful wife Joanne in this paradise we are so lucky to call home.​

Graham Whitwell, CFA

Secretary

Graham Whitwell is a time-tested wealth advisor with 27 years of experience in investment management, tax and estate planning. He helps conservative, income seeking investors and their families achieve all of their financial goals with peace of mind.  In addition to being a Chartered Financial Analyst (CFA), Graham holds a Business Commerce degree from the Metropolitan University in Toronto.  Away from the office, Graham is busy as a member of the CFA Financial Literacy committee as well as a volunteer with Junior Achievement of British Columbia.

Yan Lyesin, CFA

Treasurer 

Mr. Lyesin joined BCI in 2017. His most recent position is Business Solutions Analyst at Data Services team working on data integrations solutions for Investment Operation, Compliance, Finance, Performance and Public Markets. Before joining BCI in 2017, he was Manager, Planning and Analysis (2015-2017) and Senior Financial Analyst at DFC Global (2006-2015), building forecasting models and analyzing major KPIs. He also worked for Raiffeisen Bank and other commercial banks in Donetsk, Ukraine (1994-2002) before moving to Canada.  Mr. Lyesin has a Master of Arts in Economics degree (2006) from the University of Ottawa and is a CFA® charter-holder.
In the past, Mr. Lyesin served on board of CFA Victoria as Technology Chair from 2008 to 2013.

Asif Chinoy, CFA

Past President 

Asif Chinoy, CA, CFA is a Senior Director with the Investment Operations team at BCI, which brought him to Victoria in 2017.  Asif has over 25 years of experience in the middle and back office space in the investment management industry. Prior to BCI,  he was a Senior Manager within the Operations Department at the Abu Dhabi Investment Authority.







Sean Dixon, CFA

Programming

Sean has 19 years experience in financial services with international exposure.  For 12 years Sean held senior roles with investment banks in London U.K. gaining extensive experience in portfolio investments and risk management.  Sean is an experienced fundamental investor and has worked closely with individuals as well as public and private companies across a spectrum of industries.  In 2018, Sean returned home to Victoria with his family and has managed discretionary investment portfolios for high-net-worth individuals. With a vision for a tailored, professional service to clients, Sean established Oneforest Investment Management in 2021. Sean is a CFA® charterholder and a member of the Victoria CFA Society.  He holds a Bachelor of Science degree in Economics from the University of Victoria.

Hayden Ford, CFA

University Relations

Hayden works within BCI's Investment Operations on the Derivatives, Collateral & Engineering team. He graduated from the University of Victoria in 2019 with a BSc in Financial Mathematics and Economics and a Minor in Computer Science. After graduation he worked at the Bank of Canada as a Research Assistant in their Financial Markets Department. He has passed all three levels of the CFA Program.

Rebecca Duron, CFA

Candidate and Membership Services

Rebecca has over 14 years of investment experience.  As an Investment Counsellor with RBC Phillips, Hager & North Investment Counsel, she provides discretionary comprehensive wealth management to high net worth individuals, families, and businesses.  Rebecca has a special interest in managing intergenerational wealth and ensuring financial literacy for her client’s families.  Rebecca has a Bachelor of Science in a combined major of Bio-Psychology from the University of Victoria and became a CFA Charterholder in 2016. 

Board of Directors

Sanjeet Dhari, CFA
Brent Beagle, CFA
Graham Whitwell, CFA
Yan Lyesin, CFA
Asif Chinoy, CFA
Sean Dixon, CFA
Hayden Ford,CFA
Rebecca Duron, CFA

Committee Chairs

Programming 
Sean Dixon, CFA
Email: Sean

​Forecast Dinner 
Brent Beagle, CFA
Email: Brent

C

Financial Literacy 

University Relations
Hayden Ford, CFA

Email: Hayden

Admin and Communications Coordinator

Amama Chinoy
Email: Amama

Event Coordinator

Charlotte Macaulay
Email: Charlotte

Past Presidents

Thomas G. Williams, CFA 1997
Thomas G. Williams, CFA 1997-1998
Thomas G. Williams, CFA 1998-1999
Charles Volkovskis, CFA 1999-2000
Joan M. Wiggins, CFA 2000-2001
Peter McCrodan, CFA 2001-2002
Geoff Douglas Parkin, CFA 2002-2003
Sue-Anne Fimrite, CFA 2003-2004
Sue-Anne Fimrite, CFA 2004-2005
Sue-Anne Fimrite, CFA 2005-2006
Maria Nemeth, CFA 2007-2008
Andrew Shortreid, CFA 2008-2009
Andrew Shortreid, CFA 2009-2010
Andrew Shortreid, CFA 2010-2011
Jeffrey Hunter, CFA 2011-2012 
Donna Jones, CFA  2012-2013
Donna Jones, CFA 2013-2014
Patrick O. Ngo, CFA 2014-2015
Patrick O. Ngo, CFA 2015-2016​
Johann L. Kuntze, CFA  2016-2017​
Johann L. Kuntze, CFA 2017-2018
Chelsea Kittleson, CFA 2018-2019
Chelsea Kittleson, CFA 2019-2020
Christian Mattenley, CFA 2020-2021
Christian Mattenley, CFA 2021-2022
Asif Chinoy, CFA 2022-2023
Asif Chinoy, CFA 2023-2024