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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Ian Fung | Portfolio Manage | 2021 | now |
Geoff Johnston | Portfolio Manager | 2004 | 2021 |
自傳 | Geoff joined Empire Life in 2004 as Portfolio Manager, Fixed Income. He is a member of the Investment Team providing investment management for segregated funds and mutual funds. Geoff holds a Bachelor of Business Administration degree with a concentration in Finance from Bishop’s University. He has a Chartered Financial Analyst (CFA) designation and is a member of the Toronto CFA Institute. | ||
Mark Vallee | Portfolio Manager | 2012 | 2017 |
自傳 | Mark joins Co-operators after 8 years with major financial and investment management firms.His investment experience includes managing domestic and international fixed income assets in excess of $6 billion. Mark brings expertise in credit analysis, swap & repurchase agreements, international foreign exchange, asset-liability management, and optimization & modeling to the team. Mark has a Bachelor of Business Administration (Honours), majoring in Finance and Investment from Wilfrid Laurier University, completed numerous industry investment courses and attained his CFA designation in 2000. | ||
Paul Pathak | Other Executives | 1988 | 2012 |
自傳 | Paul has over 25 years of experience in the investment industry. He joined Empire Life in 1988 and has overall responsibility for all fixed income securities, including bonds, preferred and short-term in the general funds and segregated funds of Empire Life. | ||
Michael Shook | Other Executives | 2009 | 2010 |
自傳 | Michael Shook is Portfolio Manager, Fixed Income. Prior to joining Empire in November 1992. Michael spent 18 years in various administrative positions in the financial services industry. Michael has responsibility for the management of all ahort term and derivative investment. His achievements include a CFA designation. | ||
Joanne DallaVia | - | 1992 | 2009 |
自傳 | Ms. Dalla Via has extensive experience as a fixed-income market maker and trader in the Canadian brokerage industry. She is responsible for the bond portfolios of the general funds and the segregated bond funds of the Empire Life Insurance Company. |
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