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 how to set up a business 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.​

Lindsay Wakelin, CFA

Secretary

Lindsay Wakelin is an investment professional with over ten years of experience in banking and capital markets. Lindsay holds a Bachelor of Commerce in Finance from the University of Alberta and is a CFA Charterholder. In Lindsay's current role as Senior Manager of Cash Solutions at BCI, she manages a team of Analysts who support system implementations, process improvements and technology solutions for Investment Operations. She has previously held roles within other areas of BCI, including Proxy Voting, Private Equity and Corporate Actions. Lindsay was a participant in the Women in Capital Markets Emerging Leaders Program in 2021-2022. She is also a member of Vox Humana Chamber Choir and has a passion for the performing arts.

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.







Matthew Ellis, CFA

University Outreach

Matthew has diverse background in Finance, having held roles in FP&A, Investment Banking, Portfolio Strategy, and Investment Risk. Currently, he works at BCI as an Associate on the Transaction & Total Portfolio Risk team, providing transaction advisory services to BCI's private market groups. In his free time, Matthew is actively involved in giving back to students as a member of BCI’s Financial Literacy Program; as well as participation in Junior Achievement BC and tutoring / mentoring CFA candidates through an approved CFA prep provider.

Sean Dixon, CFA

Programming

Sean has 17 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.

Harlan Enns, CFA

Communications

Harlan Enns has worked at BCI since 2007.  Currently, he is the Director of Cash Operations and prior to that he worked as the lead relationship manager on the Municipal Pension Plan within Client Services at BCI.  Harlan graduated from Simon Fraser University with a business degree.  In the 25+ years since he has worked on all sides of the pension triangle: liabilities, administration and investment.  First at Towers Perrin where his responsibility was to perform actuarial valuations, then at the BC Pension Corporation where he was responsible for service to Public Service Pension Plan members and employers and finally at BCI.  Harlan became a CFA charter holder in 2018, well past his cognitive “prime”, so Harlan hopes that may inspire other 40 somethings to pursue their professional dreams!  In his spare time, Harlan volunteers as chaplain to the Victoria Grizzlies Junior A hockey team and as high school volleyball coach.  

Graham Whitwell, CFA

Membership/ Candidate Services

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.

Officers

President
Sanjeet Dhari, CFA
Email: Sanjeet

Vice President
Brent Beagle, CFA
Email: Brent

C

Secretary
Lindsay Wakelin, CFA
Email: Lindsay

Treasurer
Yan Lyesin, CFA
Email: Yan

Board of Directors

Sanjeet Dhari, CFA
Brent Beagle, CFA
Lindsay Wakelin, CFA
Yan Lyesin, CFA
Asif Chinoy, CFA
Harlan Enns, CFA
Sean Dixon, CFA
Graham Whitwell, CFA
Matthew Ellis, CFA

Committee Chairs

Membership | Candidate Services
Graham Whitwell, CFA
Email: Graham

Programming 
Sean Dixon, CFA
Email: Sean

​Forecast Dinner 

C

Financial Literacy 

University Relations
Matthew Ellis, CFA
Email: Matthew

Communications
Harlan Enns, CFA
Email: Harlan

Executive Director

Camille Juraj, CMP
Email: Camille

Admin and Communications Coordinator

Amama Chinoy
Email: Amama

Event Coordinator

Tina Rocklin-Nagasaki
Email: Tina

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