Management Team
Accretive's Executive Management team has more than 100 years of combined experience in the wealth management industry, and its members are renowned as leaders for their innovative financial solutions and product offerings.
Randy Ambrosie
Founder & Chief Executive Officer 
@AccretiveRandy
Prior to founding Accretive in 2009, Randy was the President of AGF Funds, a global investment management firm, where he was responsible for all aspects of AGF's retail and institutional businesses. Among his many responsibilities he led the effort to solidify and grow AGF's 26,000 Advisor relationships in Canada. During his time as President, AGF was chosen as Advisors Choice Fund Company of the Year for 2006 and 2008.
Over the last 20 years, Randy also held senior leadership positions at HSBC Securities and HSBC Brokerage USA, CIBC Wood Gundy, Merrill Lynch and Midland Walwyn.
Robert Hines
Executive Chairman, Accretive 360 Inc.
Rob is Managing Partner, Canada, with CTPartners, a global executive search firm listed on the New York Stock Exchange. He joined CTPartners from Heidrick & Struggles, where he held a number of senior leaderships, including Managing Partner, Global Operations, where he was responsible for oversight of global operations in Asia Pacific, Europe, Latin America and North America.
Before joining the executive search industry, Rob held a number of senior positions in investment banking including: Managing Director, Co-Head of Mergers and Acquisitions, CIBC World Markets; President and Chief Executive Officer, Credit Suisse Canada; Executive Vice-President, Head of Investment Banking, Midland Walwyn Inc.; and Vice-Chairman, Merrill Lynch Canada.
Rob is a member of the Board of Directors of Accretive 360 Inc.; the Board of Directors of Gran Colombia Gold Corp.; the Independent Review Committee of the Mackenzie Financial Corporation Mutual Funds; and the International Advisory Council of the Schulich School of Business at York University.
Jeff Marsden
President @Jeff_Marsden
Jeff has been an advocate for and advisor to the Wealth Management industry in North America since 1995. Prior to joining Accretive, he was the co-founder and Vice-President of PriceMetrix Inc., provider of leading scalable practice management solutions for Financial Advisors in North America.
Jeff also served in the past as Senior Consultant at The Taddingstone Consulting Group, a boutique strategic management consulting firm specializing in the Wealth Management Industry. There he led numerous projects covering investments distribution, investment manufacturing, growth strategy and organizational design.
Julie Littlechild
Managing Director, Research
President and Founder, Advisor Impact
Julie Littlechild is President and Founder of Advisor Impact, an Accretive 360 company, and a leading provider of research, training and tools for Financial Advisors, broker-dealers, custodians and investment management firms across North America and the United Kingdom.
Founded in 1998, Advisor Impact conducts extensive, on-going research with Financial Advisors and Investors. In addition to on-going best practices research among Advisors, the company conducts a major Investor loyalty study called the Economics of Loyalty and draws on input from tens of thousands of Investors through the Client Audit, an out-sourced client feedback program designed to help Advisors improve profitability by enhancing client loyalty and revenue.
As a recognized expert on client loyalty, Julie is a frequent speaker at sales and industry conferences and contributes to a wide range of publications, including Financial Planning, Investment Advisor, horsesmouth.com and Investment Executive. She is also the author of the Business Success Kit, a comprehensive guidebook to assist Financial Advisors in efficient practice management. Julie serves as an elected member of the Financial Planning Association's Board of Directors. Julie was named one of the 25 most influential people in the U.S. Advisor community by Investment Advisor magazine.
Martin Sims
Managing Director, National Sales @MartySims1
Prior to joining Accretive, Marty was Executive Vice President and National Director of HSBC Securities (Canada) Inc., where he was the head of their private client organization in Canada. He has also held senior executive roles with several large world class organizations including HSBC, Charles Schwab and Merrill Lynch. Marty started his career as an Investment Advisor at Investors Group before moving to Merrill Lynch. As someone who over the years progressed from Investment Advisor to Senior Executive roles, he knows the business from the ground up.
Karen Hudson
Managing Director, Product & Delivery
Karen brings advanced skills and a strong track record in management consulting, relationship management and service delivery to Accretive. Karen began her career as a Senior Consultant at Andersen Consulting, where she found her passion for relationship building.
Prior to joining the Accretive team, Karen was Director of Client Management for PriceMetrix Inc., where she led the team responsible for delivery to clients, oversaw operations, and spearheaded the development of client management programs.
George Hartman, MBA
Managing Director, Advisory Services
President & CEO, Market Logics Inc.
George is CEO of Market Logics Inc., an Accretive 360 company, that provides intelligence-based solutions to organizations and individuals looking to take their business to new levels. George is a recognized industry authority on building high-calibre wealth management practices and author of three best-selling books — two on portfolio design for Investors and the most recent on practice management for Financial Advisors.
George is a featured speaker at numerous conferences, including the Million Dollar Round Table (MDRT) Annual International Conference and MDRT’s Top of the Table. Currently, George writes a monthly column called The Coach’s Forum for the trade journal Investment Executive and appears regularly on IE:TV to address the subject of practice management. George serves as a judge for the Investor Education Award given each year at the Canadian Investment Awards and sits on the board of directors of PlanPlus Inc., a global wealth management software developer.
Jay Palter
Managing Director @jaypalter
Jay is a social media strategist and personal branding expert specializing in building and growing social networks for practice professionals. His experience spans two decades in financial services, software development and marketing during which he has held a variety of senior positions.
Jay is a sought-after public speaker at financial industry conferences and events and writes a regular column for Advisor.ca on the topic of social media strategies for advisors. He is the chief editor of Accretive’s Investor Insights & Opinion website and maintains his own blog at jaypalter.ca.
Tom Reimer
Managing Director
Tom began his career in the financial services industry in 1984, following a five-year career with the Calgary Stampeders. At Merrill Lynch Canada, he built an investment consulting practice focused on high net worth investors and small institutional clients. He later worked in a number of senior capacities for AGF Funds Inc., including Vice President, Western Canada, and Vice President and Director of Asset Management in Singapore. Starting in 2001, Tom served as the National Director, Institutional Services for Brandes Investment Partners and was involved in both retail and institutional sales. Tom earned his bachelor’s degree (with Honours) from the University of British Columbia and is actively involved in UBC’s alumni activities as well as several charitable organizations.
