OUR STORY

Lorica is a specialty bond manager, with a focus on the Canadian market, serving institutional, managed account and private clients.

We are committed to providing a complete investment counselling service to our clients, including portfolio management, client communications and compliance.

Our investment team and process is characterised by stability, security and consistency and an ongoing commitment to delivering superior results.

We are not bound by benchmarks and understand that our clients’ goals are to achieve superior fixed income returns while ensuring capital preservation.

 

OUR TEAM

Lorica is made up of an experienced team of investment professionals led by Gary Morris and Thomas Gomes, who have over 40 years of combined investment experience and have collaborated for over 15 years.

Gary Morris BASc, MBA, CFA

PRESIDENT

 

Gary is the president and founder of Lorica which was launched in the fall of 2010. He is responsible for the overall management and direction of the firm and together with Thomas Gomes manages fixed income investments for Lorica’s clients.

Gary has been part of Canada’s fixed income community for over 30 years and has a 25-year track record as a lead bond manager. He began his investment career with McLeod Young Weir (now Scotia Capital Markets), after which he joined Canada Life Investment Management Inc. (the predecessor to Laketon Investment Management Ltd., now GLC Asset Management Group).

Gary graduated with a Bachelor of Applied Science (EngSci.) from the Faculty of Engineering at the University of Toronto in 1986 and an MBA from the Schulich School of Business in 1989. He earned the CFA designation in 1992. He is an avid cyclist and has combined his love of cycling with a variety of charitable causes.

Thomas Gomes BComm, CFA, CPA

PORTFOLIO MANAGER

 

Thomas joined Lorica as its inception in 2010; he subsequently became a shareholder and a director. Together with Gary Morris, he is responsible for the management of fixed income assets for Lorica’s clients. He specializes in the analysis and management of credit investments including provincial and corporate bonds and asset and mortgage backed securities.

Prior to joining Lorica, Thomas was employed at Laketon Investment Management, having collaborated with Gary Morris since joining Laketon in 2000. Thomas began his investment career with Canada Trust in securities lending and relationship management.

Thomas graduated from the University of Toronto in 2000 with a BComm (double major in finance and accounting). He received his CFA designation in 2003 and US CPA designation in 2007. Outside of the office, Thomas enjoys running, astronomy and travel.

Karen Laredo BA

CHIEF COMPLIANCE OFFICER

 

Karen is Lorica’s Chief Compliance Officer and is also a Director of the firm. She is responsible for the management, implementation and supervision of Lorica’s compliance policies, process and framework.

Karen has 15 years of compliance experience, having held a variety of positions at several different firms. Her experience has allowed her to gain knowledge in compliance as well as risk management and operations. Prior to joining Lorica, Karen was a Senior Compliance Officer at Dundee Securities Ltd; she was appointed the firm’s Designated Complaints officer, Alternate AML Officer, the Firm’s Registrations officer and acted as a back-up to the Chief Compliance Officer. Karen also worked in compliance for TD Asset Management and BMO Nesbitt Burns.

Karen has completed several industry related courses at the Canadian Securities Institute and has a BA from York University. When Karen is not at work, she enjoys cooking and drinking wine, but more importantly, spending time with her family, taking piano lessons with her son, attending toy conventions and classic car shows. Karen is also active in her community on her condo board and at her son’s school.

Joanne Nahibuan  

MANAGER, MARKETING & CLIENT SERVICES

 

Joanne is Lorica’s Manager, Marketing & Client Services, having joined the firm at its inception. She is involved in many areas of Lorica’s business including marketing and operations.

Joanne has over 29 years of experience working in the financial services industry. Throughout her career she has shown an affinity for new technologies, using them to improve the overall client experience. Prior to joining Lorica, Joanne was Assistant Vice President Marketing & Business Development at Laketon Investment Management (now a division of GLC Asset Management Group Ltd.) where she became the central contact for all clients, managing the production of all outgoing marketing material, and responsible for all outside reporting. Joanne began her career in investment management with The Guardian Group of Funds in client service and marketing and then left to join a predecessor of Laketon where she was a marketing coordinator for separately managed accounts and institutional clients.

Joanne has taken many marketing related courses at both Ryerson University and George Brown College. When Joanne is not at work, she spends her time trying new boot camp classes.

OUR STORY

Lorica is a specialty bond manager, with a focus on the Canadian market, serving institutional, managed account and private clients.

We are committed to providing a complete investment counselling service to our clients, including portfolio management, client communications and compliance.

Our investment team and process is characterised by stability, security and consistency and an ongoing commitment to delivering superior results.

We are not bound by benchmarks and understand that our clients’ goals are to achieve superior fixed income returns while ensuring capital preservation.

 

OUR TEAM

Lorica is made up of an experienced team of investment professionals led by Gary Morris and Thomas Gomes, who have over 40 years of combined investment experience and have collaborated for over 15 years.

Gary Morris
BASc, MBA, CFA

PRESIDENT

 

Gary is the president and founder of Lorica which was launched in the fall of 2010. He is responsible for the overall management and direction of the firm and together with Thomas Gomes manages fixed income investments for Lorica’s clients.

Gary has been part of Canada’s fixed income community for over 30 years and has a 25-year track record as a lead bond manager. He began his investment career with McLeod Young Weir (now Scotia Capital Markets), after which he joined Canada Life Investment Management Inc. (the predecessor to Laketon Investment Management Ltd., now GLC Asset Management Group).

Gary graduated with a Bachelor of Applied Science (EngSci.) from the Faculty of Engineering at the University of Toronto in 1986 and an MBA from the Schulich School of Business in 1989. He earned the CFA designation in 1992. He is an avid cyclist and has combined his love of cycling with a variety of charitable causes.

Thomas Gomes
BComm, CFA, CPA

PORTFOLIO MANAGER

 

Thomas joined Lorica as its inception in 2010; he subsequently became a shareholder and a director. Together with Gary Morris, he is responsible for the management of fixed income assets for Lorica’s clients. He specializes in the analysis and management of credit investments including provincial and corporate bonds and asset and mortgage backed securities.

Prior to joining Lorica, Thomas was employed at Laketon Investment Management, having collaborated with Gary Morris since joining Laketon in 2000. Thomas began his investment career with Canada Trust in securities lending and relationship management.

Thomas graduated from the University of Toronto in 2000 with a BComm (double major in finance and accounting). He received his CFA designation in 2003 and US CPA designation in 2007. Outside of the office, Thomas enjoys running, astronomy and travel.

Karen Laredo
BA

CHIEF COMPLIANCE OFFICER

 

Karen is Lorica’s Chief Compliance Officer and is also a Director of the firm. She is responsible for the management, implementation and supervision of Lorica’s compliance policies, process and framework.

Karen has 15 years of compliance experience, having held a variety of positions at several different firms. Her experience has allowed her to gain knowledge in compliance as well as risk management and operations. Prior to joining Lorica, Karen was a Senior Compliance Officer at Dundee Securities Ltd; she was appointed the firm’s Designated Complaints officer, Alternate AML Officer, the Firm’s Registrations officer and acted as a back-up to the Chief Compliance Officer. Karen also worked in compliance for TD Asset Management and BMO Nesbitt Burns.

Karen has completed several industry related courses at the Canadian Securities Institute and has a BA from York University. When Karen is not at work, she enjoys cooking and drinking wine, but more importantly, spending time with her family, taking piano lessons with her son, attending toy conventions and classic car shows. Karen is also active in her community on her condo board and at her son’s school.

Joanne Nahibuan  

MANAGER, MARKETING & CLIENT SERVICES

 

Joanne is Lorica’s Manager, Marketing & Client Services, having joined the firm at its inception. She is involved in many areas of Lorica’s business including marketing and operations.

Joanne has over 29 years of experience working in the financial services industry. Throughout her career she has shown an affinity for new technologies, using them to improve the overall client experience. Prior to joining Lorica, Joanne was Assistant Vice President Marketing & Business Development at Laketon Investment Management (now a division of GLC Asset Management Group Ltd.) where she became the central contact for all clients, managing the production of all outgoing marketing material, and responsible for all outside reporting. Joanne began her career in investment management with The Guardian Group of Funds in client service and marketing and then left to join a predecessor of Laketon where she was a marketing coordinator for separately managed accounts and institutional clients.

Joanne has taken many marketing related courses at both Ryerson University and George Brown College. When Joanne is not at work, she spends her time trying new boot camp classes.