About Us – Treegrove Investment Management Inc.

About Us

We believe in personal service—not automated advice.

As a boutique firm with a select roster of direct clients, we place a premium on caring, responsive service. Unlike automated robo-advisors and corporate mega-firms that treat clients as just another number in an indifferent system, we believe in the personal touch. Rather than choosing your investments solely based on an inflexible, narrow algorithm, we add the wisdom that we believe comes from decades of real-world, human experience. Our intelligent approach marries rigorous data analysis and economic modeling with the deep insight and understanding of our seasoned management team. Your portfolio manager is always available to discuss your needs and can be contacted at anytime.

Whatever your investment goals, we can develop and implement solutions to help get you there.

Treegrove offers a diverse range of investment choices to help you pursue your goals. We create customized portfolios that are tailored to your risk tolerance, diversification requirements demands, and other unique investment needs. Whether your focus is on seeking downside protection, income, growth, or something in between, we seek to provide the solutions you’re looking for today!

MEET OUR TEAM

The Team at Treegrove has over 200 years of combined experience

William (Bill) Shaw, MBA, CPA, CIM, CFP

Chief Executive Officer & Portfolio Manager

Alex Nayyar, CIM

Chief Compliance Officer & Portfolio Manager

Jennifer Schell, CIM, MBA

Partner and Portfolio Manager

CONTACT US

For more information or to be introduced to our Portfolio Managers, please fill in the following contact information

William (Bill) Shaw, MBA, CPA, CIM, CFP

Chief Executive Officer & Portfolio Manager

William (Bill) Shaw is Chief Executive Officer and Portfolio Manager of Treegrove Investment Management Inc. and a co-founder of the firm. He brings more than four decades of experience in investment management, portfolio construction, financial analysis and financial planning.

Bill’s investment approach is grounded in fundamental analysis and a disciplined, long-term perspective. His accounting and finance background provides a strong foundation for evaluating businesses, interpreting financial statements and identifying investment opportunities with an emphasis on value, quality and risk management.

Before co-founding Treegrove, Bill held senior roles in the Canadian investment industry, including portfolio-management experience at Mavrix Fund Management. His career has included managing investment portfolios and advising private clients through a wide range of market and economic environments.

Bill holds an MBA and the CPA, CA, Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. He also holds the ICD.D designation from the Institute of Corporate Directors and Rotman School of Management at the University of Toronto.

At Treegrove, Bill combines investment-management, financial-analysis and planning experience to help clients build portfolios aligned with their objectives while maintaining the firm’s focus on disciplined investing, independent thinking and personalized service.

Alex Nayyar, CIM

Chief Compliance Officer & Portfolio Manager

Alex Nayyar is Chief Compliance Officer and Portfolio Manager of Treegrove Investment Management Inc. and a co-founder of the firm. He brings more than two decades of experience in the Canadian investment industry, with expertise in portfolio management, client relationships, business development and investment-firm operations.

As Chief Compliance Officer, Alex oversees Treegrove’s compliance program and supports the firm’s adherence to applicable securities laws, regulatory requirements, internal policies and standards of conduct. He works with management and investment professionals to promote a strong culture of compliance throughout the organization.

As a Portfolio Manager, Alex works closely with clients and Treegrove’s investment team to develop and manage portfolios tailored to individual investment objectives, risk profiles and long-term financial goals. His approach emphasizes disciplined investing, transparency, strong relationships and responsive client service.

Prior to co-founding Treegrove, Alex held senior roles in the Canadian investment-management industry, including with Mavrix, and developed extensive relationships with financial advisors and investment professionals across Canada.

Alex holds the Chartered Investment Manager (CIM) designation and studied at the University of Toronto, where he was a member of the Varsity Blues football program and the 1993 Vanier Cup championship team. He has also completed the Partners, Directors and Senior Officers Course through the Canadian Securities Institute.

Jennifer Schell, CIM, MBA

Partner and Portfolio Manager

Jennifer Schell is a Partner, Portfolio Manager and Portfolio Strategist with Treegrove Investment Management Inc. She brings extensive experience in wealth management, portfolio strategy and financial planning, combining investment analysis with an interest in behavioural finance and innovation in financial services.

Throughout her career, Jennifer has worked with clients to develop customized wealth-management strategies designed around their individual circumstances, financial priorities and long-term objectives. Her approach incorporates market and macroeconomic analysis while emphasizing disciplined portfolio construction and an understanding of the behavioural factors that can influence financial decision-making.

Prior to joining Treegrove, Jennifer gained experience with major Canadian financial institutions, including CIBC Wood Gundy. She joined Treegrove in 2019 and has since contributed to the firm’s portfolio strategy, client advisory and investment-management activities.

Jennifer holds a Bachelor of Commerce degree in Finance and a Master of Business Administration (MBA) from Laurentian University and holds the Chartered Investment Manager (CIM) designation.

At Treegrove, Jennifer combines investment-management experience, portfolio strategy and a strong client focus to help individuals and families develop and maintain investment strategies designed to meet their long-term financial objectives.

William (Bill) Shaw, MBA, CPA, CIM, CFP

Chief Executive Officer & Portfolio Manager

William (Bill) Shaw is Chief Executive Officer and Portfolio Manager of Treegrove Investment Management Inc. and a co-founder of the firm. He brings more than four decades of experience in investment management, portfolio construction, financial analysis and financial planning.

Bill’s investment approach is grounded in fundamental analysis and a disciplined, long-term perspective. His accounting and finance background provides a strong foundation for evaluating businesses, interpreting financial statements and identifying investment opportunities with an emphasis on value, quality and risk management.

Before co-founding Treegrove, Bill held senior roles in the Canadian investment industry, including portfolio-management experience at Mavrix Fund Management. His career has included managing investment portfolios and advising private clients through a wide range of market and economic environments.

Bill holds an MBA and the CPA, CA, Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. He also holds the ICD.D designation from the Institute of Corporate Directors and Rotman School of Management at the University of Toronto.

At Treegrove, Bill combines investment-management, financial-analysis and planning experience to help clients build portfolios aligned with their objectives while maintaining the firm’s focus on disciplined investing, independent thinking and personalized service.

Alex Nayyar, CIM

Chief Compliance Officer & Portfolio Manager

Alex Nayyar is Chief Compliance Officer and Portfolio Manager of Treegrove Investment Management Inc. and a co-founder of the firm. He brings more than two decades of experience in the Canadian investment industry, with expertise in portfolio management, client relationships, business development and investment-firm operations.

As Chief Compliance Officer, Alex oversees Treegrove’s compliance program and supports the firm’s adherence to applicable securities laws, regulatory requirements, internal policies and standards of conduct. He works with management and investment professionals to promote a strong culture of compliance throughout the organization.

As a Portfolio Manager, Alex works closely with clients and Treegrove’s investment team to develop and manage portfolios tailored to individual investment objectives, risk profiles and long-term financial goals. His approach emphasizes disciplined investing, transparency, strong relationships and responsive client service.

Prior to co-founding Treegrove, Alex held senior roles in the Canadian investment-management industry, including with Mavrix, and developed extensive relationships with financial advisors and investment professionals across Canada.

Alex holds the Chartered Investment Manager (CIM) designation and studied at the University of Toronto, where he was a member of the Varsity Blues football program and the 1993 Vanier Cup championship team. He has also completed the Partners, Directors and Senior Officers Course through the Canadian Securities Institute.

Jennifer Schell, CIM, MBA

Partner and Portfolio Manager

Jennifer Schell is a Partner, Portfolio Manager and Portfolio Strategist with Treegrove Investment Management Inc. She brings extensive experience in wealth management, portfolio strategy and financial planning, combining investment analysis with an interest in behavioural finance and innovation in financial services.

Throughout her career, Jennifer has worked with clients to develop customized wealth-management strategies designed around their individual circumstances, financial priorities and long-term objectives. Her approach incorporates market and macroeconomic analysis while emphasizing disciplined portfolio construction and an understanding of the behavioural factors that can influence financial decision-making.

Prior to joining Treegrove, Jennifer gained experience with major Canadian financial institutions, including CIBC Wood Gundy. She joined Treegrove in 2019 and has since contributed to the firm’s portfolio strategy, client advisory and investment-management activities.

Jennifer holds a Bachelor of Commerce degree in Finance and a Master of Business Administration (MBA) from Laurentian University and holds the Chartered Investment Manager (CIM) designation.

At Treegrove, Jennifer combines investment-management experience, portfolio strategy and a strong client focus to help individuals and families develop and maintain investment strategies designed to meet their long-term financial objectives.