Ted Conrod serves as President and Co-Founder, bringing over 12 years of portfolio management experience with consistently top quartile performance prior to co-founding Focus in 2009. He was previously a Portfolio Manager at a large Canadian bank-owned investment counseling firm where he achieved top quartile performance over multiple years and is a CFA charter holder who currently serves on the investment committee of Ronald McDonald House Toronto. Michael Kosmalski serves as Co-Chief Investment Officer and Compliance Officer, holding the CFA designation with over 20 years of experience in capital markets, and was recently recognized at the 2025 Canadian Hedge Fund Awards. Jeff Hales serves as Co-Chief Investment Officer, co-founded Alignvest Capital, holds a CFA designation, and was appointed Lead Portfolio Manager of the Concentrated Equity strategy on May 1, 2020. The firm expanded its investment team in Q2 2025 with the addition of seasoned professionals Alexander MacDonald, CFA, as Portfolio Manager, and Kara Lilly, CFA, as Senior Investment Strategist. Focus Wealth Management announced four strategic appointments to its Advisory Board in June 2025, including Ira Gluskin (co-founder of Gluskin Sheff + Associates), Clare Sellers (experienced investment professional and governance expert), Kenneth Irving (executive known for long-term value creation), and Mary Abbott (Chief Legal Officer at Healthcare of Ontario Pension Plan). The leadership team demonstrates extensive experience in capital markets, portfolio management, and institutional investing, with multiple CFA charter holders and proven track records of top quartile performance across various market cycles.

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Focus Wealth Management's investment philosophy centers on 'Quiet Investing,' a philosophy that has helped clients successfully protect and grow their wealth for decades. The firm emphasizes portfolios that steadily compound wealth and mute market noise. The company describes itself as benchmark agnostic and systematically seeks diversification and value across public, private, and alternative markets, reflecting the standards utilized by the world's largest institutional investors. Their investment platform provides clients with a broad suite of private and public market asset classes, targeting absolute returns with the least risk, and providing real diversification like the world's most sophisticated investors have enjoyed. The approach encompasses three main components: public equities that provide tax-efficient growth and liquidity, fixed income that helps steady portfolios while providing yield and potential for attractive total returns, and alternative assets that provide returns that do not rely on the direction of stocks or bonds and dampen volatility of challenging investment environments. The firm operates The Focus Fund as a mutual fund that invests substantially all its assets in underlying funds, with certain underlying funds investing in third-party funds accounting for approximately 15% of total assets. Focus utilizes proprietary pooled funds such as the FAM Balanced Fund and Focus Dividend Equity Fund to provide access and economies of scale to clients. The firm maintains a disciplined approach to portfolio management focused on navigating uncertain markets and sustaining client wealth growth through all market cycles.

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