Our History & Founders
Our name — Howard, Barclay & Associates Ltd. — is named for our founding partners, the late Charles J. Howard and Lorne R. Barclay. Prior to forming Howard, Barclay & Associates Ltd., Charles Howard served as Vice Chairman of Nesbitt Thomson Inc., and Chairman, President and CEO of F.H. Hodgson Inc. Lorne Barclay served as Chairman and CEO of Smith Packaging Limited and its group of companies. Their careers spanned more than three decades. Leaving us too early, Charles died in 2005. Lorne has retired, but continues to provide advisory consulting to the firm.

Our Team of Professionals
The professionals that serve our clients today are as dedicated as our founding partners. They bring both a wealth of experience gained through years of prudent investing as well as the insights to navigate the uncertainty of today’s markets.

Stephen W. Sisokin CPA, CA
President
Steven R. Wippersteg CFA
Portfolio Manager
Stephen Sisokin CPA, CA
President
Stephen Sisokin is the president of Howard, Barclay & Associates Ltd., (HBA) an investment counselling firm that builds equity for high net worth individuals, charitable foundations and pension plans. Prior to joining HBA in 1997 as a portfolio manager, Stephen spent five years with Nesbitt Burns and three years at Ernst & Young.

In addition to his position at HBA, Stephen currently serves as Vice President and treasurer on the board of the A.W.B. Charitable Foundation. Past appointments have included serving on the board of directors on Ausnoram Holdings Limited, a publicly traded investment holding company, and on the board of directors for the Halton Children’s Aid Foundation.

Stephen attended the University of Western Ontario, the University of Windsor and is a Chartered Accountant.
Steven Wippersteg CFA
Portfolio Manager
Steven has been with Howard, Barclay & Associates Ltd. since 2004. With more than 20 years of experience as a portfolio manager, Steven offers a detailed understanding of the assets Howard, Barclay & Associates, Ltd. recommends to its clients. Previous experience includes senior roles with Strategic Nova, T.A.L. Investment Counsel, and CIBC Investment Management. Steven holds a BCom (Honours) from the University of Windsor and is a Chartered Financial Analyst.
Sabrina Green
Portfolio Administrator
Sabrina Green
Portfolio Administrator
Sabrina joined Howard, Barclay & Associates Ltd. in November 2012 and hasn’t looked back. She brings to our team considerable experience in office management and financial accounting administration. Sabrina holds a Financial & Payroll Administration Diploma which she obtained with honours. She has also completed the Payroll Compliance Practitioner Program with the Canadian Payroll Association.