Patrick brings over 30 years of experience in the investment industry, managing high-net-worth businesses and client portfolios. He began his career as an Investment Advisor at Nesbitt Burns in 1993 and quickly became a top producer, earning membership in the President’s and Chairman’s Council. Patrick served as National Sales Manager at Charles Schwab Canada, President of BMO’s full-service brokerage firm in Chicago, and Head of U.S. Sales for BMO’s Private Client Group. In 2005, he was appointed President of RBC Private Counsel and later became Co-President of RBC Phillips Hager & North Investment Counsel. He then served as Managing Director of Gluskin Sheff before joining Inukshuk Capital Management as President.
In August 2024, Patrick acquired Seven Hills Capital, a values-based HNW boutique.
Patrick’s achievements include being named one of Canada’s Top 40 Under 40 in 2006 and one of Bishop’s University’s Top 10 After 10 in 2009. He is a member of the Young Presidents’ Organization (YPO) and serves as the Chairman of Polar Bears International. Patrick has extensive volunteer experience, including serving on the advisory board of Simon Fraser University’s Global Asset Management MBA Program, as a board member of Canadian Stage, and on the development committee of Princess Margaret Hospital. He has been a top fundraiser for cancer research, twice earning the title of top fundraiser for Road Hockey to Conquer Cancer, and has been a top 10 fundraiser on multiple occasions for the Walk to Conquer Cancer.
Patrick is a licensed Portfolio Manager and lifelong stock investor, holding a BA in Psychology and Economics. As a grateful cancer survivor, he has a deep passion for supporting cancer research and volunteers extensively at Princess Margaret Cancer Centre. In his spare time, he enjoys spending time in nature, working out at the gym, fishing, and going on long hikes with his wife, Victoria, and their dog, Gordie. Patrick is the proud father of Annie and Parker .
With over 25 years of experience in Wealth Management, Caroline specializes in driving transformational business strategies focused on improving and strengthening the quality of financial and wealth advice for individuals and families.
She has led teams in both Canada and the U.S. and established BMO Financial Group’s Wealth Advisory Services team to provide the full range of HNW Planning Services including advanced financial planning, tax, estate and insurance advisory services to successful families and individuals in Canada. Caroline has also held senior roles in Wealth Management spanning distribution and spent over a decade leading the Marketing & Client Strategy teams for the BMO’s Private Client Group.
Her decades in wealth management are also matched by an equally long commitment to being an endurance athlete and she is equally passionate that investing in health and financial wealth go hand in hand.
Caroline is also an experienced board member having chaired both non-profit and for-profit boards including Women in Capital Markets, BMO Trust Company and BMO Estate and Insurance Services Inc. She has served on the board of the Financial Planning Standards Council of Canada (now FP Canada) and currently serves on the global board of Financial Planning Standards Board Ltd., based in Denver and the Canadian Centre for Financial Planning, an organization focused on improving access to financial planning advice. Caroline also has the ESG designation (GCB.D) focused on board governance and oversight around sustainability.
Caroline is a certified Family Enterprise Advisor and earned her Bachelor of Journalism, Honours from Carleton University in Ottawa. She is based in Toronto with her family.
With over a decade of experience advising high-net-worth individuals, families, and cross-border investors, Grant Laschowski brings a rare blend of investment expertise, entrepreneurial drive, and deep client focus to his role at Seven Hills. He is widely recognized for his work with business owners, professional athletes, entertainers, and internationally mobile clients navigating complex wealth planning challenges.
Before joining Seven Hills Capital, Grant was a key member of one of Raymond James Ltd.’s fastest-growing advisory practices - where he helped grow assets under management by over 400% and led the transition to a 100% fee-based cross border discretionary business model. He played a central role in portfolio construction, investment research, and client strategy, while also overseeing operations and business development.
Earlier in his career, Grant held a senior leadership role at one of Canada’s premier emerging markets investment firms. As one of the youngest senior managers in the company’s history, he was instrumental in launching a proprietary emerging markets mutual fund and driving sales across Central and Eastern Canada. He also gained experience as an equity trader, sharpening his technical analysis and risk management skills in high-volume environments.
Academically, Grant holds an MBA from Athabasca University, a BBA from the Goodman School of Business at Brock University, and a Diploma in Business from Niagara College. He also holds the prestigious Chartered Investment Manager (CIM) designation and is in the process of finalizing his portfolio manager registration with both the Ontario Securities Commission (OSC) in Canada and the Securities Exchange Commission (SEC) in the United States - reflecting his commitment to serving clients seamlessly on both sides of the border.
Driven, principled, and relentlessly client-focused, Grant is committed to delivering personalized, data-driven advice with clarity, transparency, and care.
Chris brings over 30 years of experience in the High-Net-Worth Wealth Management industry, both public and private, to Seven Hills, specializing in the establishment and continuous improvement of operational standards within Asset Management firms.
Starting his career with the Toronto Dominion Bank, Chris gained operational experience by working in several diverse business units and later continued this practice at Gluskin Sheff + Associates Inc. During his time at GS+A, he earned his MBA from the Richard Ivey School of Business in 2012 and was later named Chair of the Change Advisory Board/Project Management Office, Director of Client Communications and served on the firm's Operations Steering Committee. Most recently Chris helped establish and grow Waypoint Investment Partners into a boutique HNW Portfolio Manager, Investment Fund Manager and Exempt Market Dealer, where he held the roles of Director of Operations & Client Service and Chief Compliance Officer.
Chris enjoys his spare time travelling with family, loves all types of music, is a proud “Girl dad” and volunteers for causes close to his heart when time permits, such as serving as Chair for his daughter’s high school parent council.
Connor is a skilled portfolio and security analyst with a strong foundation in economics, finance, and computer science. He earned a Bachelor of Commerce (Honours) degree from Toronto Metropolitan University (formerly Ryerson), majoring in Economics with a minor in Computer Science. Complementing his academic achievements, Connor is a Chartered Financial Analyst (CFA) charterholder, underscoring his dedication to the financial industry and commitment to continuous professional development.
Prior to his university education, Connor spent five years playing in the Ontario Hockey League (OHL) for the Sarnia Sting. This experience honed his resilience, leadership, and teamwork skills, which he seamlessly integrates into his professional career. Drawing on his unique background, Connor is passionate about empowering athletes to achieve financial literacy, secure their long-term financial futures, and navigate the transition to life after sports. His firsthand experience in athletics combined with his financial expertise uniquely positions him to guide athletes in defining and pursuing their next chapter, ensuring sustained success beyond their athletic careers.
In his professional journey, Connor has leveraged his quantitative and programming skills to make significant contributions in areas such as risk management, portfolio optimization, and the development of systematic trading strategies. Proficient in Python and other programming languages, he applies advanced analytical techniques to solve complex financial problems and enhance operational efficiency. His ability to integrate technology with finance allows him to stay ahead in a rapidly evolving industry.
Outside of his professional pursuits, Connor is dedicated to health and wellness, believing that a strong body and mind are essential for peak performance in all facets of life. His commitment to a healthy lifestyle fuels his professional drive and underpins his approach to achieving excellence. With his diverse skill set, quantitative expertise, and unwavering dedication, Connor is poised to continue making impactful contributions in the financial industry.
Gail is the founder of the predecessor portfolio management business to Seven Hills. Prior to establishing the firm, she served as President, First Medical Realty, Inc, a wholly owned entity of First Capital Realty, Inc. (TSX:FCR). In 2010, Gail was appointed as the Chief Executive Officer of Gazit America Inc, a former TSX-listed company until its privatization. She also served as director of Gazi America, a company with more than $500 million of direct real estate and securities investment. Gail earned an MBA from Wilfrid Laurier University and is a designated Certified Investment Manager.
Allan Ritchie is the Managing Partner of Loopstra Nixon LLP. He oversees a broad business law practice covering all aspects of corporate law, taxation, mergers & acquisitions, finance, real estate, as well as wealth management and succession planning.
He is well versed in all aspects of corporate law, complex tax-driven reorganizations and succession planning, public and private market mergers and acquisitions as well as all aspect of real property acquisition and finance and commercial lending. He is actively engaged overseeing complex commercial disputes and facilitating out of court resolution. He is supported by a multi-faceted team of skilled lawyers, law clerks and professionals who work tirelessly to deliver results for clients.
A trusted advisor to many of Canada’s most successful multi-generational entrepreneurial families as well as general corporate counsel to some of Canada’s largest privately held businesses, Allan is sought after by financial institutions to lead their cross-border initiatives and is a go-to counsel for international private capital players making acquisitions in the US and Canada.
Allan serves on the boards of directors of several private and not-for-profit organizations and is a frequent speaker on matters of law firm management, strategy and talent development.
Allan has received numerous accolades for his work in both Canada and the U.S. Most recently, he was recognized as Managing Partner of the Year at the 2024 Canadian Law Awards and was listed as one of Canada’s 25 Most Influential Lawyers.
In 2020, he was awarded the Ontario Bar Association’s Lauren Rachlin Award for Excellence in International Business Law as well as being named to the Buffalo Law Journal’s ‘Legal Elite’ list of the most influential lawyers in Western New York. He has been frequently listed among Lexpert Magazine’s leading Corporate & Finance Lawyers in Canada and in 2020 was named to Canada’s Legal Top 40 Under 40. In 2022 Allan was awarded the Ted Rogers School of Management Trailblazer Award for lifetime achievement in Canadian Business.
Allan holds degrees from Queen’s University (BA), Toronto Metropolitan University (MBA), University of Toronto (JD), Osgoode Hall (LLM Tax), Oxford University (MSc Tax), and Harvard Business School (GMP).
Mike earned his Bachelor of Business Administration from the University of Toronto in 2009. He achieved his Chartered Accountant designation in 2012 and further enhanced his expertise by completing both the Certified Financial Planner (CFP) and Trust and Estate
Practitioner (TEP) designations in 2021.With this broad and specialized knowledge, Mike brings a well-rounded approach to advising clients. He draws on his CA training to provide strong financial and tax expertise, leverages his CFP designation to support clients with strategic financial planning, and utilizes his TEP credentials to offer guidance on complex estate and succession planning matters. Mike is passionate about working with entrepreneurs and owner-managed businesses, helping them achieve their goals and grow sustainably. Outside the office, Mike enjoys playing sports, reading, and travelling with his family and friends.
With over a decade of experience as a business owner and leader in the hospitality industry, Daniel brings a unique ability to foster lasting relationships built on trust, respect, and a deep understanding of individual needs. Now, as a dedicated advisor, he specializes in helping entrepreneurs and family-owned businesses map out their financial futures while protecting their legacies.
In this role, Daniel partners with entrepreneurs and family-owned businesses to create tailored financial strategies that protect their legacies and optimize wealth. His approach emphasizes trust, collaboration, and a deep understanding of each client’s unique goals, ensuring long-term success for their families and businesses.
His expertise spans strategic planning, business development, and operational management. His leadership style focuses on aligning people, processes, and goals to achieve measurable outcomes, whether in financial advising or broader operational contexts.
Core areas of expertise include:
• Estate planning to reduce or eliminate capital gains taxes and provide liquidity.
• Risk mitigation to ensure businesses thrive despite challenges.
• Aligning corporate structures with long-term goals in collaboration with professional advisors.
Outside of his professional pursuits, Daniel is an avid swimmer and runner, passionate home cook, and dedicated family man who continually seeks new opportunities to grow and contribute to the success of others.
Through his expertise and genuine care for clients, Daniel helps entrepreneurs and families achieve financial clarity, security, and prosperity.
Victoria has been a wellness professional and lifestyle coach for 25 years. She has worked with individuals and groups ranging from beginners to competitive athletes. She designs nutrition and exercise plans, combining her many years of experience with a deep level of knowledge and training. She is passionate about helping others and lives a healthy, balanced life of indoor and outdoor activities. She makes fitness approachable and loves to help her clients reach their full potential.
Dr. Sapna Sriram, DC, MBA - is a seasoned healthcare entrepreneur and operator with over 18 years of experience leading innovative, patient-centered healthcare businesses in Canada. She is the Founder & CEO of Integra Health, a leading provider of integrated healthcare services, and the Founder of Circle, a membership-based health platform designed to simplify access to whole-person care.
Throughout her career, Dr. Sapna has been focused on building systems that improve health outcomes and patient experience, working with leading corporations, governments, and institutions to deliver modern, sustainable care solutions. Her leadership has extended beyond clinical operations into workforce development, addressing healthcare staffing shortages through nationwide initiatives.
Dr. Sapna brings to Seven Hills Capital a unique and valuable perspective on the intersection of health, wealth, and longevity. Her deep understanding of preventative care, healthcare navigation, and wellness optimization supports Seven Hills' holistic approach to Longevity Management - helping clients not only preserve their financial assets but also invest in their health and well-being for the long term.
A recognized thought leader and trusted media health expert, Dr. Sapna is passionate about advancing integrative care models that empower individuals to thrive at every stage of life.
Norm Trainor is the President and CEO of The Covenant Group, referred to by many as “The Business Builder.” He formed The Covenant Group (TCG) in 1995, where his team has amassed and diagnosed research on top-performing professionals, distilling that research into The 8 Best Practices & Business Builder concepts. TCG educates and coaches entrepreneurs, providing them with the necessary business tools to enhance their performance and achieve new levels of profit and productivity.
TCG works with some of the world’s largest institutions and has client networks across North America, Europe and the Caribbean. TCG specializes in helping financial services organizations grow market share and increase productivity by improving the practice development capability of their owners, managers, advisors and agents
Norm is an international speaker;the author ofthe best-selling books, The8 Best Practices of High- Performing Salespeople, The Entrepreneurial Journey and The BusinessBuilder; and has written articles for various leading publications in NorthAmerica and internationally. Norm was named one of “The 20Most Innovative People in Insurance” by LifeHealthPro in 2015.
Allan Ritchie is the Managing Partner of Loopstra Nixon LLP. He oversees a broad business law practice covering all aspects of corporate law, taxation, mergers & acquisitions, finance, real estate, as well as wealth management and succession planning.
He is well versed in all aspects of corporate law, complex tax-driven reorganizations and succession planning, public and private market mergers and acquisitions as well as all aspect of real property acquisition and finance and commercial lending. He is actively engaged overseeing complex commercial disputes and facilitating out of court resolution. He is supported by a multi-faceted team of skilled lawyers, law clerks and professionals who work tirelessly to deliver results for clients.
A trusted advisor to many of Canada’s most successful multi-generational entrepreneurial families as well as general corporate counsel to some of Canada’s largest privately held businesses, Allan is sought after by financial institutions to lead their cross-border initiatives and is a go-to counsel for international private capital players making acquisitions in the US and Canada.
Allan serves on the boards of directors of several private and not-for-profit organizations and is a frequent speaker on matters of law firm management, strategy and talent development.
Allan has received numerous accolades for his work in both Canada and the U.S. Most recently, he was recognized as Managing Partner of the Year at the 2024 Canadian Law Awards and was listed as one of Canada’s 25 Most Influential Lawyers.
In 2020, he was awarded the Ontario Bar Association’s Lauren Rachlin Award for Excellence in International Business Law as well as being named to the Buffalo Law Journal’s ‘Legal Elite’ list of the most influential lawyers in Western New York. He has been frequently listed among Lexpert Magazine’s leading Corporate & Finance Lawyers in Canada and in 2020 was named to Canada’s Legal Top 40 Under 40. In 2022 Allan was awarded the Ted Rogers School of Management Trailblazer Award for lifetime achievement in Canadian Business.
Allan holds degrees from Queen’s University (BA), Toronto Metropolitan University (MBA), University of Toronto (JD), Osgoode Hall (LLM Tax), Oxford University (MSc Tax), and Harvard Business School (GMP).
Mike earned his Bachelor of Business Administration from the University of Toronto in 2009. He achieved his Chartered Accountant designation in 2012 and further enhanced his expertise by completing both the Certified Financial Planner (CFP) and Trust and Estate
Practitioner (TEP) designations in 2021.With this broad and specialized knowledge, Mike brings a well-rounded approach to advising clients. He draws on his CA training to provide strong financial and tax expertise, leverages his CFP designation to support clients with strategic financial planning, and utilizes his TEP credentials to offer guidance on complex estate and succession planning matters. Mike is passionate about working with entrepreneurs and owner-managed businesses, helping them achieve their goals and grow sustainably. Outside the office, Mike enjoys playing sports, reading, and travelling with his family and friends.
With over a decade of experience as a business owner and leader in the hospitality industry, Daniel brings a unique ability to foster lasting relationships built on trust, respect, and a deep understanding of individual needs. Now, as a dedicated advisor, he specializes in helping entrepreneurs and family-owned businesses map out their financial futures while protecting their legacies.
In this role, Daniel partners with entrepreneurs and family-owned businesses to create tailored financial strategies that protect their legacies and optimize wealth. His approach emphasizes trust, collaboration, and a deep understanding of each client’s unique goals, ensuring long-term success for their families and businesses.
His expertise spans strategic planning, business development, and operational management. His leadership style focuses on aligning people, processes, and goals to achieve measurable outcomes, whether in financial advising or broader operational contexts.
Core areas of expertise include:
• Estate planning to reduce or eliminate capital gains taxes and provide liquidity.
• Risk mitigation to ensure businesses thrive despite challenges.
• Aligning corporate structures with long-term goals in collaboration with professional advisors.
Outside of his professional pursuits, Daniel is an avid swimmer and runner, passionate home cook, and dedicated family man who continually seeks new opportunities to grow and contribute to the success of others.
Through his expertise and genuine care for clients, Daniel helps entrepreneurs and families achieve financial clarity, security, and prosperity.
Victoria has been a wellness professional and lifestyle coach for 25 years. She has worked with individuals and groups ranging from beginners to competitive athletes. She designs nutrition and exercise plans, combining her many years of experience with a deep level of knowledge and training. She is passionate about helping others and lives a healthy, balanced life of indoor and outdoor activities. She makes fitness approachable and loves to help her clients reach their full potential.
Dr. Sapna Sriram, DC, MBA - is a seasoned healthcare entrepreneur and operator with over 18 years of experience leading innovative, patient-centered healthcare businesses in Canada. She is the Founder & CEO of Integra Health, a leading provider of integrated healthcare services, and the Founder of Circle, a membership-based health platform designed to simplify access to whole-person care.
Throughout her career, Dr. Sapna has been focused on building systems that improve health outcomes and patient experience, working with leading corporations, governments, and institutions to deliver modern, sustainable care solutions. Her leadership has extended beyond clinical operations into workforce development, addressing healthcare staffing shortages through nationwide initiatives.
Dr. Sapna brings to Seven Hills Capital a unique and valuable perspective on the intersection of health, wealth, and longevity. Her deep understanding of preventative care, healthcare navigation, and wellness optimization supports Seven Hills' holistic approach to Longevity Management - helping clients not only preserve their financial assets but also invest in their health and well-being for the long term.
A recognized thought leader and trusted media health expert, Dr. Sapna is passionate about advancing integrative care models that empower individuals to thrive at every stage of life.
Norm Trainor is the President and CEO of The Covenant Group, referred to by many as “The Business Builder.” He formed The Covenant Group (TCG) in 1995, where his team has amassed and diagnosed research on top-performing professionals, distilling that research into The 8 Best Practices & Business Builder concepts. TCG educates and coaches entrepreneurs, providing them with the necessary business tools to enhance their performance and achieve new levels of profit and productivity.
TCG works with some of the world’s largest institutions and has client networks across North America, Europe and the Caribbean. TCG specializes in helping financial services organizations grow market share and increase productivity by improving the practice development capability of their owners, managers, advisors and agents
Norm is an international speaker;the author ofthe best-selling books, The8 Best Practices of High- Performing Salespeople, The Entrepreneurial Journey and The BusinessBuilder; and has written articles for various leading publications in NorthAmerica and internationally. Norm was named one of “The 20Most Innovative People in Insurance” by LifeHealthPro in 2015.
We are active risk managers. We do not make bold predictions or chase headlines. Instead, we follow a clear, evidence-based approach that starts with broad market exposure at the core of every portfolio. From this foundation, we selectively allocate to non-traditional asset classes to further enhance resilience and reduce correlation.
Our investment committee meets regularly to asses risk, challenge consensus thinking, and make informed, forward-looking portfolio decisions grounded in research and experience.
Seven Hills is a privately held, OSC-registered Longevity Management firm that blends institutional-grade investment expertise with deeply personal wealth management. Our independence is central to our identity: we do not offer proprietary products, and our team receives no commissions or incentives to sell specific investments.
As fiduciaries, we are fully aligned with our clients - focused solely on delivering outcomes that serve their long-term interests.
Through our Estate & Financial Planning division, clients gain access to an integrated suite of services including financial and retirement planning, tax strategy, estate and legacy planning, and insurance and risk management.
These services are fully embedded in the client relationship and coordinated proactively. Our goal is to ensure your financial plan evolves alongside your life, values, and priorities.
At Seven Hills, each client holds a personalized portfolio of individual securities tailored to their goals, risk profile, and time horizon. Assets are held in your name at a major Canadian custodian, providing full transparency and control.
This structure allows for more precise tax management, risk control, and greater flexibility than pooled or fund-based approaches.
At Seven Hills, we believe that true wealth is about more than just money - it’s about living well for as long as possible. That’s why we apply a longevity lens to everything we do.
Longevity Management is our holistic approach to helping clients live well - financially and personally - for as long as possible.
It starts with sustainable investment strategies and disciplined risk management but extends into all areas of life. We support clients through a multidisciplinary team that includes a Family Enterprise Advisor (FEA), estate lawyer, CPA, and Certified Financial Planner (CFP). Together, we address complex planning needs across wealth, health, family, purpose, and legacy.
Ultimately, Longevity Management means aligning your financial decisions with the life you want to live - and the legacy you want to leave behind.
Our fee model is transparent, aligned, and performance-sensitive. We charge a straightforward management fee based on assets under our care. We receive no commissions, referral fees, or compensation from third-party products.
This means we do not benefit from recommending high-cost or underperforming investments. If your portfolio declines in value, so does our compensation - keeping our focus squarely on protecting and growing your wealth.
