Biographies

Dr. Sunil Vidyarthi, Ph.D, MBA. BSc.Hons., MSc.

A noted investment counselor, author and scientist based in Oakville, Ontario, Canada. Dr. Vidyarthi has over 20 years of investment and technology research experience, is the President and Chief Counselor of Value-Sciences Investment Counsel, and is a well known investment columnist and contributor to Investor’s Digest. He also provides investment research on the Financial Post Universe of 500 stocks. Check out his blog.

His background and experience also includes:Past Chairman - Finance Committee of McMaster University Board of Governors, responsible for the proper management and use of significant public and personal capital.

Gary Butts

Mr. Butts has over 25 years of experience analyzing investment markets and the factors that influence them. His use of fundamental and technical studies provide helpful input in determining asset allocation mix and areas of particular focus at various stages of the business cycle. He is well-known in the investment community for his refreshing and insightful views based on his breadth of analysis across many industries as well as long-term trends in asset classes and currencies.

Value Sciences Inc. has benefited from his work in these areas for over two years.

J. Patrick L. Magee, MBA, CFA, BA.HONS

Patrick has over a decade of investment experience managing investment portfolios for individual private clients and acting as portfolio manager for a number of mutual funds focused on dividend paying equities. Prior to his investment industry experience, he worked in management consulting, finance and accounting. He has an undergraduate degree from Queen’s University in economics and a Master of Business Administration from McMaster University. He is a member of the Toronto CFA Society and holds the designation of Chartered Financial Analyst

As Senior Vice President & Portfolio Manager, Patrick is responsible for investment research and portfolio management for individual private clients.

Frances M. Connelly, CFA, MBA, BA

Frances has been managing investment portfolios for over 25 years.Her clients have included pension funds, mutual funds, corporations and private individuals. She has a wide knowledge of the investment industry, having been a portfolio manager with the pension fund of a large public company, and a fund manager with a large mutual fund company.

Frances’s focus is on helping clients to define and achieve their investment goals, using her broad experience in managing risk and working with portfolios of different types of assets, including equities, bonds, preferred shares and convertible securities.

Frances’s educational background includes a BA and MBA from Queens’ University. She holds the Chartered Financial Analyst designation and is a member of, and past Director of, the Toronto CFA Society. She sits on the Board of Directors of the Schizophrenia Society of Ontario and PEN Canada.

As Senior Vice President & Portfolio Manager, Frances is responsible for investment research and portfolio management for individual private clients and non-profit organizations.

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