Erica Lau, CFA

CEO and LEAD PORTFOLIO MANAGER

 

Erica was appointed CEO and Lead Portfolio Manager in 2019. She has been a key member of the portfolio management team since the company opened its doors in 1998.

Erica began working for Rudy North at Phillips Hager & North after earning a Bachelor of Commerce (Finance) from the University of British Columbia in 1997. She received the Kiwanis Club Medal for being the top graduate in her class.

A busy mom and wife with two girls at home, Erica looks forward to the day when piano practices can run themselves. She volunteers at her children’s elementary school PAC, and squeezes in gym time and a good novel whenever she gets the chance.

Rudy North

Chair and Founder

 

Rudy North started the company in 1998 with one Fund, the U.S. Equity Fund, and the desire to manage money according to his “growth at a reasonable price” philosophy. He is one of the founders of Phillips, Hager & North Investment Management Ltd., and has devoted his investment skills almost entirely to the management of US equity portfolios since 1964.

A longstanding and active supporter of a wide variety of social, environmental and educational causes in B.C., Rudy has been conferred with an honorary Doctor of Laws by Simon Fraser University and an honorary Doctor of Technology by BCIT. He was named a member of the Order of Canada in 2010 and received the Order of British Columbia in 2014.

Rory North, CFA

Consultant

 

Rory led North Growth Management from 2000 until November 2019, when he became a consultant to ensure a smooth leadership transition to his successor, Erica Lau.

After graduating from UBC with a Bachelor of Commerce (Finance) in 1993, he spent two years in Hong Kong working for Daiwa Securities Inc. as an equity analyst covering companies in the emerging markets of Asia. He then moved home and was a corporate finance analyst with RBC Dominion Securities prior to joining North Growth in 1998.

Outside of work, Rory spends time with his wife and three boys, fishes, and cooks amazing meals with local ingredients. He is also involved in a variety of environmental and social causes, including marine protection, autism awareness, and youth mental health.

Cynthia Yen, CFA

Portfolio Manager

 

Cynthia joined the North Growth portfolio management team in October 2003.

Prior to joining North Growth, Cynthia was an associate portfolio manager with TAL Global Asset Management. This followed several years of working as a research associate for Sprott Securities Ltd. and Lévesque Beaubien Geoffrion Inc. Cynthia holds a Bachelor of Commerce degree with a major in finance.

Outside of the office Cynthia and her husband are kept busy with their young daughter . When she has the chance she gardens, goes to aerobics, skis and golfs and is known to bake some amazing cakes.

Alex Joshi

Financial Analyst

 

Alex joined the portfolio management team in June 2017.

Prior to joining North Growth, Alex was an analyst at Antares, where he worked on management consulting engagements with private and public sector clients. He graduated with a Bachelor of Commerce from the University of British Columbia’s Sauder School of Business with a specialization in marketing and a minor in economics. He is currently pursuing his Chartered Financial Analyst (CFA) designation, having passed Level II of the CFA Program.

Alex enjoys discovering hidden gems in the city, building his ever-expanding tea collection and trying out new sports in his spare time.

Rachid Nayel, CPA, CA

Chief Financial Officer

 

Rachid originally joined the firm as the Accounting Manager in 2011, and has been moved into progressively more responsible roles since then.

Prior to joining North Growth, Rachid worked for Deloitte in Ottawa and in Vancouver where he earned his Chartered Professional Accountant designation and Certified Internal Auditor accreditation. He graduated from University of Ottawa’s Telfer School of Management with a specialization in accounting in 2006.

An avid cyclist, Rachid lives with his wife and three sons in North Vancouver, where he has the opportunity to enjoy the great outdoors.

Chris Lee

Chief Legal and Compliance Officer

 

Chris began providing legal and regulatory compliance advisory services to North Growth as a consultant in the Spring of 2019, and joined the firm on a permanent basis later that year.

Prior to joining North Growth, Chris enjoyed a diverse law practice having held law firm and corporate counsel roles in both Canada and Asia, including Regional Legal Counsel (Asia Pacific) with Texas Instruments Inc., Director, Head of Business Legal (Taiwan) with Fidelity International Limited and General Counsel and Corporate Secretary with Qtrade Financial Group (now Aviso Wealth Inc.). Chris holds a Bachelor of Arts degree in Philosophy from Huron College, University of Western Ontario and a Bachelor of Laws degree from the University of British Columbia. He is called to the bar in British Columbia and New York State.

Cycling is Chris’ favoured recreational activity and mode of transport, including to and from the office, and he also likes to dabble in photography, pottery, woodworking and cooking.

Ying Keung

Director of Information Technology

 

Ying worked as a contract project manager for North Growth Management from 2003 to 2009 overseeing its software development projects, and is now responsible for our 3 person in-house IT team.

Prior to joining North Growth Management, Ying worked for various consulting firms in different roles ranging from computer programmer to technical leader in the development and implementation of specialized accounting and financial systems. Ying graduated from the University of Manitoba in October 1989 with a Master of Sciences degree specializing in Management Sciences and Information Systems. He earned the Microsoft Certified Solution Developer (MCSD) designation in 2000.

Ying lives in Kits with his wife and two kids. He is famous around the office for his upbeat personality and amazing lunches that could feed a family of four.

Anthony Wu

Software Developer

 

Anthony joined North Growth’s IT team in May 2007.

Prior to joining North Growth, Anthony worked for Ericsson as a software engineer. He graduated from University of Victoria and holds a Bachelor of Science degree in Software Engineering.

Outside of work, Anthony and his wife are kept busy with their two young boys. He also does volunteer works for Scouts Canada and the local community. In his spare time (if any left), he enjoys building iOS/Android mobile apps.

Chris Lasting

Software Developer

 

Chris became a permanent part of North Growth’s IT team in 2013 after having done contract software development work for us, on and off, since 2005.

After graduating from SFU with a degree in Psychology in 1998, Chris worked in various jobs in tech support, systems integration and software and web development. He even worked in the games industry as a video game designer, realizing a childhood dream.

Chris lives with his wife and two very active daughters in Surrey and still manages to squeeze in a couple of nights a week at the dojo. Fun Fact: Chris has been collecting Star Wars action figures since he was 4 years old.

Caroline North

Director of Administration

 

Caroline helped open the office in 1998 and has been responsible for its administration ever since.

She graduated from McGill University with a Bachelor of Arts in Geography (with Distinction), then went to law school at the University of Victoria, and got called to the British Columbia Bar in 1996. Currently, she balances the role of Director of Administration at the firm with her role as Executive Director of the North Growth Foundation.

Outside of work she is extra busy with two active teenage kids and yet still finds time to exercise, ski, and work on a variety of important issues including transitioning to a low carbon economy and children’s education.

Kelsie Lengert

Graphics Coordinator

 

Kelsie joined North Growth full-time in May 2019 after working with us as a contractor on special projects since 2012

After graduating from the IDEA School of Design program at Capilano University in 2009, she worked in the tech industry while freelancing after hours.

Outside of the office Kelsie enjoys being creative at her local pottery studio, mountain biking in the north shore mountains, and testing new recipes in the kitchen.