Our Team
The success of an investment counselling firm, as with all professional service organizations, is dependent upon the quality of its people- their credentials, experience, dedication, integrity and client focus.
Bush Associates Ltd. is proud of our extremely experienced investment counselors and client service staff and their considerable qualifications for their particular responsibilities. They all share a commitment to the long-term financial welfare of our clients and to the teamwork necessary to achieve it.
Executive / Portfolio Management
Tim G. Frantz, CFA
President
Tim G. Frantz is President and Lead Portfolio Manager of Bush Associates Ltd. and has over 35 years of industry experience. He joined the firm in 1993 and is responsible for the overall direction as well as investment management and strategy. Tim managed the development of proprietary asset valuation models that contribute greatly to the firms’ securities research capabilities. He is also an important member of the income tax and estate planning team.
Graduating in 1989 from McGill University with a Bachelor of Science degree, Tim then joined Steinberg Inc. where he presided over the analysis and valuation of corporate assets preparatory to the sale of the company. He then went on to acquire his MBA at Queens University. Tim became a CFA Charterholder in 1996 and has held several positions on the board of directors of the Montreal Society of Financial Analysts.
Tim G. Frantz, CFA
President
Vivian Schmidt, CFA
Portfolio Manager
Vivian Schmidt began her career in investment counselling when she joined Bush Associates Ltd. in 1985. As a Portfolio Manager, Vivian provides sound guidance and stewardship to our clients.
Following graduation with a B.A. from Smith College in Massachusetts, Vivian worked for two years for a German engineering firm in Montreal, before deciding that the financial world was her calling. She passed the Canadian Securities Course in 1986 and then the CFA designation.
Currently, she divides her time between Vancouver and Montreal.
Vivian Schmidt, CFA
Portfolio Manager
Samantha Frantz, CFA
Portfolio Manager
As a Portfolio Manager, Samantha manages client portfolios and works closely with clients to develop customized investment strategies aligned with their financial objectives and risk tolerance. Since joining Bush Associates in 2017, Samantha has become an integral member of the investment team, contributing fundamental research and security analysis to support investment decisions. Samantha is also actively involved in the firm’s compliance and operational initiatives and represents the firm at industry conferences and events.
Samantha Frantz, CFA
Portfolio Manager
Client Services
Maria Saluti
Accountant
Maria Saluti is the accountant of Bush Associates Ltd., having joined the firm in 2001. She is responsible for the accounting for the investment holding companies under our management as well as personal tax preparation for our clients.
Prior to joining the firm, Maria held several accounting positions including Senior Auditor, Accounting Supervisor and Assistant Controller.
Maria is a CGA and commerce graduate from Concordia University. She speaks English, French and Italian.
Maria Saluti
Accountant
Emon Ghosh
Portfolio Administrator
Emon Ghosh joined Bush Associates Ltd. in 2006 and following several career building positions within the firm, he is now Portfolio Administrator. Emon ensures client portfolios are current, works with the brokers we partner with and has a role within our research group.
A 1995 graduate of the University of Ottawa, Emon has bachelor degrees in both commerce and administration.
Emon Ghosh
Portfolio Administrator