About Us
Brownstone Asset Management is an investment firm based in Calgary, Alberta. The firm was established in 2003 and manages investments for high-net-worth individuals, corporations, and family offices across Canada. Brownstone is employee-owned and partners and employees are invested alongside clients, collectively representing about 10% of the firm’s invested capital.
Brownstone utilizes a fundamental, bottom-up research process to select stocks and combines this with a disciplined risk management framework to construct portfolios. The firm is focused on long-term wealth creation, with a bias towards businesses that have a track record of generating cash and paying dividends. The firm specializes in Canadian and US equities and manages three primary equity mandates; two Canadian-focused mandates and one US-focused mandate, all of which can invest across a range of sectors and market capitalizations, or company sizes. The firm also offers fixed-income solutions for select clients that require exposure to this asset class.
The firm offers these investment solutions through Brownstone’s proprietary pooled funds, as well as through customized portfolio solutions for clients with a minimum of $1 million investment. Ancillary services such as financial planning and estate planning are also available through Brownstone’s partner network.
Our Team
Our team has experience in diverse backgrounds across equity research, portfolio management, wealth management, private equity, and capital markets and investment banking. Our combined experience positions us to adapt to changes in the markets and business environment while maintaining best-in-class client service levels. Our people are our biggest assets, and we are fortunate to have built a talented group of people who share similar values.
Jill Angevine
President & CEO
CPA, CA, CFA, ICD.D
Jill is the President and Chief Executive Officer of Brownstone Asset Management. Jill directs corporate strategy, business development, and portfolio management at Brownstone.
Jill has over 25 years of professional experience in the investment management industry including portfolio management, capital markets and equity research roles. Prior to joining Brownstone, Jill was a Portfolio Manager at two asset management firms managing diversified portfolios across a range of investment strategies. Prior to this, Jill was Vice President and Director, Institutional Research at FirstEnergy Capital Corp.
Jill is a graduate of the University of Calgary (B.Comm) and has earned the Chartered Public Accountant (CPA, CA) designation, the Chartered Financial Analyst (CFA) designation and the Institute of Corporate Directors (ICD.D) designation.
Jill currently serves on the Board of Directors of Tourmaline Oil Corp. along with additional public board positions in the energy, mining and animal care health sectors. Jill is an active member of the community and serves on the Opportunity Calgary Investment Fund (OCIF) Board and The Fraser Institute. In 2020, Jill received the Calgary Influential Women in Business Award in the Professional Services category.
In her free time, Jill enjoys spending time with her family, getting outdoors and travelling.
Direct: 403-266-1172
Jill Angevine, CPA, CA, CFA, ICD.D
President & CEO
Mario Vachon
Chief Investment Officer
LLP, MBA
Mario is a co-founder and the Chief Investment Officer of Brownstone. Mario is responsible for the investment activities of the firm and oversees the management of the firm’s investment strategies. Mario leads the firm’s Investment Committee and oversees the research activities at Brownstone.
Prior to founding Brownstone, Mario was a partner with Phillips, Hager, and North (PH&N) Investment Counsel, where he was Vice President and Portfolio Manager. Mario’s expertise is in Canadian equities, where he managed several investment mandates across Canadian large and small cap equities, including microcap and special situations. Prior to PH&N, Mario was a research analyst with Burns Fry (Nesbitt Burns) where he focused on Canadian special situation equities.
Mario holds a Bachelor of Law in 1982 and a Master of Business Administration in 1985 from the University of Western Ontario.
In his free time, Mario enjoys spending time with family, staying active, and travelling.
Direct: (403) 262-6598
Mario Vachon, LLP, MBA
Chief Investment Officer
Bill Bonner
Senior Portfolio Manager
PFP
Bill is a Senior Portfolio Manager at Brownstone and participates on the Investment Committee.
Prior to joining the firm, Bill was the founder and President of Brickburn Asset Management, a Calgary-based investment firm that merged its portfolio management business with Brownstone in 2016. Bill has over 40 years of professional experience in the investment management and capital markets industries, where he has actively managed portfolios for individuals, trusts, mutual funds, and limited partnerships. Prior to founding Brickburn, Bill was a senior partner with Peters & Co. Limited, a Calgary-based investment dealer.
Bill holds a Bachelor of Commerce degree, with a Finance major, from the University of Calgary. He has also earned the Professional Financial Planning (PFP) designation.
Bill has always been an active volunteer member of the community, having served as a board member for the Boys and Girls Clubs of Calgary, Calgary Minor Lacrosse and other local community programs. He is currently a board member of the Columbia House Enhancement Society and an active Rotarian in the West Kootenays. In his free time, Bill is an avid outdoorsman and enjoys skiing, golfing, fly-fishing, and biking (with pedals and motors).
Direct: (403) 444-7404
Bill Bonner, PFP
Senior Portfolio Manager
Jay Simmons
Director
CPA, CA, ICD.D
Jay is a Director and Shareholder of Brownstone Asset Management, where he takes an active and supporting role in strategy and business development.
Jay is the Founder and Chief Executive Officers of Durum Capital Inc., a Calgary-based private equity firm that is affiliated with Brownstone. Jay began his career in the Financial & Special Services group at Deloitte & Touche. From this base, Jay migrated to private equity where he has originated and served as lead investor and director in a spectrum of businesses and industries over the past 25 years.
Jay holds a Bachelor of Commerce degree from Dalhousie University and has earned the Chartered Accountant (CA) designation and the Institute of Corporate Directors (ICD.D) designation. Jay currently serves on the Board of Directors for a number of private companies across a diverse range of industries, including real estate, land development, energy and environmental, and energy services.
In his free time, Jay enjoys travel and spending time with his family on the lake during the summers and the mountains during the winters.
Jay Simmons, CPA, CA, ICD.D
Director
Noah Curry
Manager, Financial Reporting
Noah is the Manager of Financial Reporting at Brownstone. He supports and oversees Brownstone’s financial reporting, budgeting, as well as tax and regulatory compliance.
Prior to joining the firm, Noah worked for a Big 4 accounting firm in Calgary and gained experience working with the IFRS and US GAAP accounting frameworks, as well as tax and regulatory compliance matters.
Noah holds a Bachelor of Commerce in Accounting and has earned the Chartered Professional Accountant designation. In his free time, Noah enjoys spending time at the lake, playing golf, and spending time with family & friends.
Noah Curry
Manager, Financial Reporting
Julian Pierce-Lord
Analyst
Julian is an Analyst at Brownstone. He supports trading activities, operations and equity research for portfolio construction.
Julian graduated from Western University with a degree in Management and Organizational Studies, specializing in Finance. He received the Western Scholarship of Distinction and graduated in 2024 on the Dean's Honor List. Prior to joining Durum Brownstone, Julian worked as an Intern Investment Analyst at Prime Quadrant in Toronto, where he conducted research and due diligence on a range of alternative investment funds.
Outside of work, Julian is a competitive tennis player and regularly competes in local tournaments. He is also pursuing his CFA designation.
Julian Pierce-Lord
Analyst
Giovanni Crescenzi
Investment Advisor, CIM, QAFP
Giovanni Crescenzi is a relationship-centered Investment Advisor with over 10 years of experience in the wealth management industry, having worked with both major bank-backed brokerage firms and leading independent investment firms.
Known for his client-first approach, Giovanni believes his value extends far beyond investment selection — helping clients make confident financial decisions, simplifying complexity, protecting families, coaching behavior during uncertainty, and delivering thoughtful long-term planning guidance. His focus is on building deep, trusted relationships that support clients through every stage of life and wealth creation.
At Brownstone Asset Management, Giovanni works closely with clients to develop personalized wealth management strategies tailored to their goals, risk tolerance, and long-term objectives. His approach combines investment management with comprehensive financial planning to provide clients with clarity, confidence, and peace of mind.
Giovanni completed his Bachelor of Commerce degree in Risk Management and Finance from the University of Calgary. He also holds the Chartered Investment Manager (CIM) designation and is currently pursuing the Chartered Financial Analyst (CFA) designation.
Outside of work, Giovanni is a former semi-professional soccer player who remains actively involved in the Calgary soccer community as a coach.
Giovanni Crescenzi
Investment Advisor
Becoming a Client
We look to partner with clients for the long-term. To ensure the right fit, clients are carefully considered and an in-depth conversation takes place to understand a client’s investment objectives and personal circumstances. Our clients receive regular portfolio updates, access to a Portfolio Manager, and periodic meetings to review the portfolio and investment strategy, while staying up to date on any changes that occur in their life. Through our partner network, clients have access to ancillary services such as financial planning, estate planning, business planning, as well as accounting, legal, and insurance services and solutions. At our clients’ request, we collaborate with their existing financial and business professionals, including accountants and lawyers, to best assist in achieving their goals.
If you are interested in learning more, please email clientservices@brownstoneam.com and we will be in touch.