As part of Canadian Family Offices’ mission to provide readers with in-depth, relevant and timely content, the editorial team seeks to continually deepen our knowledge of and contacts within the family office ecosystem. To that end, the Canadian Family Offices Editorial Advisory Board comprises experts in the field who contribute their experience and perspective, both informally and in structured meetings, to improve our editorial offerings and provide informed feedback. The current Editorial Advisory Board members, who generously donate their time and expertise to this publication’s mission, are:
Sam Reda, CFA
Sam is a member of multiple boards and investment committees, and acts as a strategic advisor to several organizations. Sam sits on various boards, including both private companies and not-for-profit organizations, and serves on several investment committees representing both institutional investors and family offices. Notably, he is the Chair of the Investment Committee for the Concordia University Employee Pension Plan.
With over 40 years of experience in investment management, Sam has held senior leadership positions at prominent money managers, including as first vice-president and partner at TAL Global Asset Management, President and Chief Operating Officer at Natcan Investment Management, Executive Vice-President at Fiera Capital, and Chairman of the Board at Triasima Portfolio Management. He is the President of Maralex Capital Inc., a firm he founded in 2011 that provides strategic advisory services, and the co-founder of AlphaCCO.
Sam holds a Bachelor of Commerce degree from McGill University and is a CFA charterholder. He has also completed the Directors Education Program, offered jointly by the Institute of Corporate Directors (ICD) and the Rotman School of Management at the University of Toronto.
Dan Riverso, CFA
Dan is Chief Executive Officer and Chief Investment Officer at Jesselton Capital Management Inc., where he brings 20 years of experience advising Canada’s wealthiest families. Dan specializes in portfolio construction, investment manager selection and multigenerational wealth strategy.
Before Jesselton, he was co-founder and CIO of Continuum Private Wealth Partners Inc., a Toronto-based boutique family office. At Continuum, he led the firm’s investment function, overseeing portfolio management, building an institutional-grade database of investment managers, and developing a proprietary due diligence framework focused on long-term performance and alignment. Earlier in his career, Dan was Vice-President and Director of Research at I3 Advisors Inc. (later BNY Mellon Wealth Management, Advisory Services Inc.), a multi-family office serving ultra-high-net-worth households. Dan is a CFA charterholder.
Bill Healy, CFA
Bill is an investment professional, corporate director and strategic advisor. He serves as an investment committee member for family offices, providing oversight on investment policy design, portfolio construction, asset allocation and manager selection. With over 35 years of experience in investment counselling and portfolio management, he has invested extensively in both public and private markets.
Bill has held senior roles throughout his career, including serving as a Senior Consultant at Prime Quadrant and as Chief Investment Officer and Chief Experience Officer at Portfolio HiWay. He also co-founded Patrimonica Asset Management Inc., the investment arm of a multi-family office based in Montreal, where he was President and Chief Investment Officer. Previously, he was Vice-President and Portfolio Managerat TAL Private Management Inc. and McLean Budden Ltd., managing portfolios for wealthy families, family offices, foundations, endowments and corporate pension plans.
Bill holds a BComm in Finance from Concordia University and an MSc in Financial Economics from the University of London. He is a CFA charterholder and has been actively involved with the Kenneth Woods Portfolio Management Program at Concordia’s John Molson School of Business since its inception in 2000.
Adriana Arrillaga, CFA, FCSI
Adriana is founder, president and portfolio manager of One Summit Capital, a family office registered as Portfolio Manager with Quebec’s AMF (Autorité des Marchés Financieres). Adriana has an extensive career in the investment management industry, including as president and senior portfolio manager with Fleming Asset Management, in charge of North American mandates for foreign pension funds, and work with institutional asset managers and major Canadian financial institutions.
A graduate of the John Molson School of Business at Concordia University, with a major in finance, she was conferred the FCSI designation (Fellow of the Canadian Securities Institute) and she is a holder of the CFA designation. Adriana is also a member of CFA Montreal and former member of the organization’s Women in Investment Management Committee. She has led the CFA Montreal Scholarships Selection Committee since 2019 and has been a guest speaker at the Goodman Institute of Investment Management Mentor Circles at Concordia University and a guest lecturer at the John Molson School of Business.
Adriana values the importance of women’s financial education. In 2018, she established an annual scholarship for female students with Concordia University to encourage them to pursue their CFA designation. The scholarship helps empower the next generation of women in this field and promotes greater representation of women in finance. In 2025, Adriana was awarded the CFA FIAM honorary prize for her leadership and impact on women in finance in Montreal. Adriana was one of the founding donor members of the Women Impact Montreal fund, and is a former member of Tiger 21. She is a voting member of Conservation Manitou, a charity dedicated to protecting the natural environment of Lake Manitou in Quebec.