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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Ian Fung | Portfolio Manage | 2021 | now |
Doug Cooper | Portfolio Manager | 2019 | now |
自傳 | Doug Cooper is an investment research analyst for Harbour Advisors with an emphasis on Harbour's foreign funds, and a Portfolio Manager on Harbour Voyageur Corporate Class. He joined Harbour in 2007. Prior to that, he worked for CI Investments in various roles in Sales and Marketing. He holds the Chartered Financial Analyst designation and graduated from Queen's University with an Honours BA in economics and philosophy | ||
Geoff Johnston | Portfolio Manager | 2010 | 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. | ||
Ian Hardacre | Vice President | 2016 | 2019 |
自傳 | Ian is Head of Canadian Equities for Trimark Investments, based in Toronto. Ian is from Toronto and began his investment career in 1991 as an account manager in the commercial banking division of the Hongkong Bank of Canada. He has also worked as a manager in corporate credit at The Bank of Nova Scotia. Prior to joining the company in 1997, he was an assistant portfolio manager at the Ontario Teachers’ Pension Plan Board. He earned an MBA and a B.Comm. from McMaster University, and he holds the Chartered Financial Analyst designation. | ||
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. | ||
Lieh Wang | Portfolio Manager | 2010 | 2016 |
自傳 | Lieh joined Sentry in 2017 and is focused on North American equities. He has many years of experience analyzing stocks, and managing institutional and retail portfolios spanning Canadian equity, U.S. equity, balanced, asset-allocation and dividend mandates. Lieh graduated with a Bachelor of Applied Science in Mechanical Engineering from the University of Waterloo and holds the Chartered Financial Analyst (CFA) designation. |
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