Our Team

Adam Norman

Assistant Vice President, Operations

Adam brings over 10 years of experience in fintech, including analysing client needs, managing client implementations, process improvement reviews, working with partners to develop software solutions that meet their needs, and building client relationships.

As Assistant Vice President of Operations, Adam has had the pleasure to work on all aspects of developing and delivering solutions to Canada’s top mutual fund distributors and insurance agencies.  At Winfund, Adam oversees requirements, development, quality assurance, and application support for the W.investment and W.insurance suites of products.

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Jason Hewitt

Assistant Vice President, Client Solutions

As Assistant Vice President, Client Solutions Jason is responsible for ensuring that the strategy and execution of the Winfund team aligns with client goals including business growth and operational efficiency.

Jason came to Winfund with over 15 years of leadership in business consulting, outsourcing, and software implementations in the investment and pension industries at Charles Schwab, Fidelity Investments, CPAS Systems, and Mercer.

Now with Winfund, Jason is part of Winfund’s senior leadership team, is head of the Client Solutions Group, and is the Account Executive to Winfund's top clients.

Jason is an avid sports enthusiast, Director of the Snowboard School for the NTSC, and proud graduate of the Honours B.Commerce - Management Economics and Finance program at the University of Guelph.

 

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Eric Tegelaar

Assistant Vice President, Sales

Eric is a client-focused financial services executive with extensive and diverse experience having worked for Canada’s top financial institutions, technology companies and global fund administrators. Prior to joining Winfund, Eric held senior sales, product and operational roles at RBC Investors Services, Citco Fund Services and IFDS.

As a Sales Executive with Winfund, Eric’s role is to drive and expand Winfund’s overall footprint within Canada focusing on sales and business development. Eric brings 20 years of knowledge across all sectors of financial markets including Mutual Funds, Wealth Management, Alternatives and Hedge Funds and Pension Services.

Iesang Ung-Tang

Assistant Vice President, Projects and QA

Iesang joined Winfund in May 1998 as a member of the Technical Support staff. Prior to joining Winfund, she worked for a non-profit organization for eight years as a network administrator/database manager. She completed the System Support Specialist Certification with honours at Algonquin College in Ottawa and earned her Microsoft Certificate Professional + Internet Certification.  During her 18 year career with Winfund, she attained various positions, such as Manager of Technical Support for 4 years.  Currently she has been managing the Projects & Quality Assurance team for more than 10 years and acts as the senior subject matter expert. With her experience in the financial industry, she has participated in Fundserv's Seg Fund working group and Fundserv Standards working group.

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Yuriy Maystruk

Assistant Vice President, Development

Yuriy joined Winfund in 2003.  Since then, he has advanced to his current position as head of the software development team, building Canada's leading investment and insurance back office software solutions.  Yuriy's focus is on providing high quality software that meets the needs of over 60 mutual fund dealers and insurance MGA's, while ensuring the solution is flexible for individual needs.

Philippe St-Onge

Account Executive

Philippe is a trained educator, having earned his teaching degree in the 1990's.  Since then, he has gone on to a career in the technology field, working for such firms as Canoe & CGI.  At Winfund, Phil originally managed the W.investment product and all associated projects.  Since 2013, Philippe has been the lead Winfund Account Executive and has managed all of Winfund's Quebec based clients, along with all of Winfund's Insurance/MGA clients.  Philippe is the Senior Client Solutions team member in our Ottawa office and as such plays a leadership role for our entire Ottawa Research & Development Centre.  Phil lives in Ottawa with his wife & daughter.

Alastair Mitchell

Account Manager and Client Implementation Specialist

Alastair is a graduate of the University of Ottawa’s Telfer School of Management and is fluently bilingual in Canada's two official languages. At Winfund, Alastair carries the dual role of Account Manager and Client Implementation Specialist, and has extensive experience with both new and existing clients in implementing Winfund software and building their practices.

Our partners

Fundata Feeds

As Canada's leading source for Investment Fund data and analysis since 1987, Fundata offers their clients the most accurate and comprehensive information on Canadian Investment Funds available in the market. At the core of Fundata's service offerings is a comprehensive database containing over 800 data points on more than 4500 funds. As a result, Fundata can literally put over 95% of the Industry at your fingertips.

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Equisoft

EquiSoft is an IT consulting services firm specializing in the design and development of business solutions, including web solutions, software development/integration and technical analysis.
Their expertise ranges from business requirements analysis to the integration and deployment of complex technological architecture. They also specialize in web marketing with consulting services such as content analysis, information architecture, search engine optimization and web analytics.

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FormDepot

FormDepot is the industry’s leading supplier of Insurance forms to busy sales professionals.

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