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Название | Заголовок | Год | До |
---|---|---|---|
Bryan Brown | Portfolio Manager | 2018 | Сейчас |
Биография | Bryan joined CI Global Asset Management in 2013 and has more than 15 years of experience in the financial industry. Prior to joining CI, he was an equity research analyst focused on the financial services sector at a global investment firm. He began his career as an auditor at one of the “Big Four” accounting firms, specializing in financial services. Bryan is a member of the User Advisory Council of the Accounting Standards Board (AcSB). He graduated with an Hon. BBA degree from Wilfrid Laurier University. He also holds his CA and CFA designation. | ||
Peter Hofstra | Vice President, Portfolio Manager | 2021 | 2023 |
Биография | Peter Hofstra joined CIGAM in July 2017 as Senior Portfolio Manager. Prior to joining CI, He was CIO and Managing Director of Investment Research at Manitou. He was also co-founder of a clean technology investment LP. Prior, Mr. Hofstra was PM at a mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science & technology fund. He has a B.Sc. in Chemistry and a PhD in Engineering Physics. He also spent 8 years with a technology firm, initially serving as a Senior Scientist and then becoming the VP of Research & Development. He holds the CFA designation. | ||
Michael Simpson | Senior Portfolio Manager | 2009 | 2019 |
Биография | Michael joined Sentry in 2002. He specializes in dividend- and income-paying securities with a focus on free cash flow to sustain reliable dividends. Michael is the lead manager of several funds including the company’s flagship fund, Sentry Canadian Income Fund, and co-manages Sentry Conservative Balanced Income Fund. In 2014, he was named Investment Executive’s Mutual Fund Manager of the Year.Michael earned a Bachelor of Arts degree from York University and holds the CFA designation. He is a fellow of the Canadian Securities Institution. | ||
Aubrey Hearn | Portfolio Manager | 2009 | 2019 |
Биография | Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation. | ||
Phil D'Iorio | Portfolio Manager | 2011 | 2017 |
Биография | Phil joined Sentry in 2016 and is a member of the equity-income portfolio management team. Phil D’Iorio is a senior research analyst for Harbour Advisors and a Portfolio Manager on Harbour Voyageur Corporate Class. Prior to joining Harbour in 2002, he worked as an analyst for a hedge fund manager and as an intern at GMP Capital in the Investment Banking Group. He holds the CFA designation and an MBA (Finance) from Rotman School of Management, University of Toronto and obtained his Bachelor of Arts (Economics and Political Science) degree from the University of Western Ontario. | ||
J.A.(Sandy) McIntyre | Other Executives | 2009 | 2012 |
Биография | J.A. (Sandy) McIntyre has over 30 years of experience managing portfolios for high net worth individuals and charitable foundations, and pooled fund portfolios. Prior to joining Sentry Select, Sandy spent 20 years with Jones Heward Investment Management Inc., a wholly-owned subsidiary of the Bank of Montreal, where he was a member of the Investment Policy Committee with responsibility for high yield investments including royalty and income trusts. |
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