
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
Robert Taylor | Portfolio Manager | 2019 | bây giờ |
Tiểu sử | Robert Taylor, CPA, CA, CFA Senior Vice President & Portfolio Manager Mr.Taylor joined Canoe Financial in 2013. Rob leads a team of North American equity analysts. Rob also leads the asset allocation decisions and equity selections. Rob is a disciplined investor, who seeks value dislocations on quality companies with a strong growth profile. Mr. Taylor is a Chartered Accountant, Chartered Financial Analyst (CFA) Charterholder, and holds a Bachelor of Business Administration (Hons) degree from Wilfred Laurier University. | ||
Sajan Bedi | Portfolio Manager | 2019 | bây giờ |
Tiểu sử | Sajan Bedi, CFA Portfolio Manager Mr.Bedi is a Portfolio Manager assisting in managing fund. Mr. Bedi received an Honours Bachelor of Mathematics degree from the University of Waterloo and an Honours Bachelor of Business degree from Wilfrid Laurier University, graduating with High Distinction as an Alumni Gold Medalist. He has also earned his Chartered Financial Analyst (CFA) designation. | ||
Charles Lefebvre | Portfolio Manager | 2018 | 2019 |
Tiểu sử | Charles Lefebvre is responsible for Fixed Income strategy and quantitative tools for market and index management at Optimum Asset Management. He is a member of Optimum's Strategic Investment and Asset Allocation Committee. Charles began working at Optimum in 1996. Charles graduated from Laval University in 1992 with a master's degree in statistics. | ||
Alexandre Hocquard | Portfolio Manager | 2017 | 2019 |
Francois Bourdon | Portfolio Manager | 2010 | 2019 |
Tiểu sử | Mr. Bourdon is Associate Chief Investment Officer. He has over 17 years investment experience and shares responsibility for asset allocation decisions and for managing the Global Macro Fund. He also oversees the investment activities of Traditional and Non-Traditional Income strategies. Mr. Bourdon is a Chartered Financial Analyst, Fellow of the Society of Actuaries and the Canadian Institute of Actuaries and Professional Risk Manager. He graduated from Concordia University with a Bachelor in Mathematics. Prior to joining Fiera Capital in 2002, Mr. Bourdon was at Desjardins Financial Security. | ||
Nadim Rizk | Portfolio Manager | 2010 | 2019 |
Tiểu sử | Mr. Rizk is the Lead Manager of the U.S., International and Global Equity strategies at Fiera Capital Corporation (FCC), joined the firm in 2009. Prior experiences include positions as Head of Global Equities, Lead Manager for U.S. and Global Equity portfolios, as well as Senior Global Research Analyst positions at some of Canada's leading investment management firms. Mr. Rizk graduated from the American University of Beirut with a Bachelor's of Business Administration, majoring in Finance. Mr. Rizk later obtained an M.B.A. from McGill University and also obtained the CFA. | ||
Raymond Halley | Portfolio Manager | 2009 | 2019 |
Michael Chan | Vice president | 2008 | 2019 |
Tiểu sử | Michael Chan has been with the firm and a predecessor since 2008. Prior experiences include a position as Executive Director and Vice President of Canadian Equities at a major Canadian investment management firm. Mr. Chan obtained a Bachelor in Mathematics (BMath) from Dalhousie University, a Bachelor in Industrial Engineering (BEng) from the Technical University of Nova Scotia, and a Master of Business Administration (MBA) from Queen’s University. He also obtained the Chartered Financial Analyst (CFA) designation. | ||
Management Team | - | 1986 | 2010 |
Tiểu sử | Team Managed | ||
Suzann Pennington | CIO (Chief Investment Officer) | 2004 | 2009 |
Tiểu sử | Suzann Pennington is Head of Canadian Equities at CIBC Asset Management Inc. She is a highly respected investment manager with 24 years of industry experience. Prior to joining CIBC Asset Management, she was Senior Vice-President, Investments and Team Lead of the Saxon Funds at Mackenzie Financial Corp. Suzann began her career at OMERS, then managed portfolios at Prudential Assurance, and was Director of Canadian Equities at Mutual Group Insurance Co. before helping to build Synergy Mutual Funds. Suzann is a CFA charterholder. |
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