William Shupe, CFA, M.Sc., J.D.

William (Bill) Shupe, President and Chief Investment Advisor, is a Chartered Financial Analyst (CFA) and has over 30 years of extensive investment advisory experience.  He was formerly President of Crown Life Investment Management and Vice President, Corporate & Government Finance, of Pemberton Houston Willoughby.  Since 1996, Mr. Shupe has provided investment advisory services to prominent businesses, institutions, governments and First Nations across Western Canada.  From 2006 to 2010, Mr. Shupe served as Executive-in-Residence and Lecturer (Finance) at the Paul J. Hill School of Business, University of Regina.  He was awarded Professor of the Year by the Business Students Society in both 2007 and 2010. 
 
Bill Shupe is a Sloan Fellow and Masters graduate of the London Business School and holds a Law Degree (J.D.) from the University of Saskatchewan.  He is a member of the CFA Institute and the Law Society of Saskatchewan.  He is and has been a Director of several private companies and is currently a Director of PRD Energy Inc. (a publicly traded oil & gas company) and the Observatory Credit Markets Fund Limited, a Cayman-based Hedge Fund managed out of London, U.K. 
 
Catherine Milligan, B.A., J.D.   Catherine Milligan provides legal and administrative support services for the firm.  Ms. Milligan has worked for Shupe & Company since 1996, and is a former legal counsel for Crown Investments Corporation of Saskatchewan.  Ms. Milligan holds a Law Degree from the University of Saskatchewan (J.D.) and a Bachelor of Arts Degree from the University of Regina. She is also an Honours Graduate of the Canadian Securities Course and a Member of the Law Society of Saskatchewan.