EXPAND YOUR CAPACITY
Leverage our team of technology, data science, accounting, finance, asset-liability management (ALM), capital markets, business intelligence, and communications experts.
Advisory
Andrew Clauson
CFA
President
Andrew oversees all aspects of PRO's business and strategy, leads the design and implementation of all client-facing analytics and business intelligence tools, and assists clients with policy development, ICAAP, and long-term strategic performance analysis.
Filip Jakobs
CFA
Chief Investment Officer
Filip leverages extensive derivatives and fixed income trading, investment, and treasury management experience at chartered banks and credit unions as he develops and executes active risk management and capital market strategies for clients.
Scott McCaffrey
BBA
Chair
Head, Executive Strategy
Scott facilitates and develops financial strategy with client executives, drawing upon his nearly three decades of senior leadership experience in Treasury, ALM, and governance across multiple financial institutions.
Financial Modelling
Judy Sam
CPA, CMA
Financial Modelling
Model Development
With vast experience implementing and operating financial models at various credit unions, Judy leads PRO’s modelling team and provides valuable quality assurance for all updates to the Empyrean model.
Andy Yan
CPA, CGA
Financial Modelling
Hedge Accounting
In addition to working with client data and financial modelling, Andy utilizes his tremendous financial experience in banks and credit unions to handle all hedge accounting documentation for client derivatives.
Antony Rutter
ACMA, CGMA
Financial Modelling
Process Improvement
Antony adds a unique perspective to PRO, drawing upon his years of experience in FP&A across numerous industries in his work with client data and modelling and process automation.
Technology
Michael Paone
BSC (1st Hon)
Manager, Systems and Technology
Michael manages and maintains all of PRO’s information technology and systems architecture, including the development of custom end user applications that streamline workflows and enhance processes.
Kurt Laitner
Blank
Systems Architecture
Kurt oversees and coordinates PRO’s overall technology strategy, sourcing solutions and ensuring the systems architecture remains suitable for our needs.
Client Experience
Michelle Muselius
MFA
Head, Client Experience
With a MFA in creative writing, Michelle puts her stamp on all PRO communications to ensure all analysis and recommendations are conveyed clearly, concisely, and consistently.
Partners
Empyrean Solutions
ALM Model Software
Empyrean’s ALM modelling software is the backbone of PRO’s workflow, calculating the granular future cash flows that underpin our forecast and risk analytics. The software is certified for accuracy and is the system of choice for major banks and credit unions across North America.
empyreansolutions.com
Conner, Clark & Lunn (CCL)
Investment Management
CCL is a Vancouver-based investment firm, offering a managed fund product with an allocation of 70% fixed income and 30% in a market neutral equity strategy. PRO client investments are pooled to reduce management fees.
cclfg.cclgroup.com
Phillips, Hager, North (PHN)
Investment Management
PHN is a Vancouver-based investment firm, offering a managed fixed income fund employing a variety of credit exposure techniques to enhance yields. PRO client investments are pooled to reduce management fees.
phn.com