Executive Team

 

John Richardson, CPA, CA, CBV, MBA

(416) 203-7331 ext. 228

Since founding B.E.S.T. Funds in 1996, Mr. Richardson has been heavily involved in all aspects of the firm and its funds.  As Chief Executive Officer and Director of B.E.S.T. Funds, Mr. Richardson has been the individual ultimately responsible for the performance of B.E.S.T. and its clients’ portfolios.  Mr. Richardson is involved with all transactions and also ensures that the firm operates efficiently and in compliance with all regulatory requirements.  Mr. Richardson holds a Master of Business Administration degree from the State University of New York.  He also has a certificate pratique de langue francais from University de Savoie, an Accounting Diploma from Wilfred Laurier University and a Bachelors of Arts from The University of Western Ontario.

 

Tom Lunan, CPA, CA, CFA

(416) 203-7331 ext. 230

Since joining the firm in 2000, Mr. Lunan has been involved in portfolio management and is the Chief Financial Officer for each of B.E.S.T.’s mutual fund clients.  Mr. Lunan is also involved in the on-going compliance procedures and obligations of the B.E.S.T. Funds group.  Prior to joining B.E.S.T., Mr. Lunan held positions as Manager of Corporate Listings at the Toronto Stock Exchange and in the Corporate Finance Branch of the Ontario Securities Commission.  Mr. Lunan is a past director of the Toronto Society of Financial Analysts and chair of the Candidate Education Program of this society. Mr. Lunan is also a director of the Canadian World Fund Limited, a TSX listed closed-end fund and a director of several private companies.  Mr. Lunan holds a Bachelors of Arts with a major in economics and accounting from Wilfred Laurier University.  Mr. Lunan is also a Chartered Accountant and a Chartered Financial Analyst Charterholder.

 

Mark Donatelli, CPA, CA, CFA, CBV

(416) 203-7331 ext. 227

As Vice President of B.E.S.T. Funds, Mr. Donatelli is involved in portfolio management, conducting due diligence on prospective opportunities, business development, strategic planning, and regulatory compliance.  Prior to joining B.E.S.T. Funds, Mr. Donatelli was involved in a range of business functions, including managerial roles in finance and accounting at Wave Financial Inc., Northbridge Financial Corp., a Fairfax Company, PricewaterhouseCoopers LLP and OpenText Corp.  He is a Chartered Financial Analyst, Chartered Accountant, Chartered Professional Accountant and Chartered Business Valuator.