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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Doug Cooper | Portfolio Manager | 2019 | now |
背景介紹 | 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 | ||
Greg Chan | - | 2020 | 2021 |
背景介紹 | Greg Chan joined Empire Life Investments Inc. as a Senior Investment Analyst in 2018. As a member of the Empire Life Investments Team he is responsible for providing research and support for our Canadian equity portfolios. Greg began his career in 2006 and has held progressive roles at a leading Canadian investment firm. His most recent experience as an investment analyst included covering and researching multiple sectors to support Canadian, Global and U.S. portfolios. | ||
Sara Shahram | Vice President | 2019 | 2021 |
背景介紹 | Sara joined Beutel Goodman in 2023 and has more than 20 years of investment industry experience. As Vice President, Canadian Equities, she has analytical and portfolio management responsibilities as part of the Canadian Equity team. Most recently, Sara was a portfolio manager at Empire Life Investments, with a primary focus on Canadian equities. She is a CFA charterholder and holds a Bachelor of Commerce degree and an MBA from the University of Toronto. | ||
Ian Hardacre | Vice President | 2016 | 2019 |
背景介紹 | 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. | ||
Lieh Wang | Portfolio Manager | 2010 | 2016 |
背景介紹 | 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. | ||
Dean Wilkinson | Co-Manager | 2009 | 2010 |
背景介紹 | Dean has over 17 years experience in the investment management industry, having worked as an analyst and portfolio managers at severl firms before joining Empire Life in August of 2008. He is reponsible for co-managing our Canadian equity investments. His achievements include a CFA designation. | ||
Raymond Halley | Portfolio Manager | 2006 | 2009 |
Deborah Frame | Other Executives | 2003 | 2009 |
背景介紹 | Deborah has an extensive background in managing investments and has held executive positions over the past 25 years at a number of major Canadian life insurance and investment companies, most recently as Chief Investment Officer at Empire Life. She received her Master of Business Administration degree from York University and her undergraduate degree in Economics from the University of Guelph. Deborah also holds the Chartered Financial Analyst designation. | ||
Romeo D'Angela | - | 1998 | 2009 |
背景介紹 | Romeo D'Angela joined Empire in December 1998. Romeo has 15 years experience in senior portfolio management position at several investment counselling firms including a major Canadian bank and the Hospitals of Ontario Pension Plan. | ||
Vince Zambrano | - | 1998 | 2009 |
背景介紹 | Vince Zambrano is Director, Equities. He has over 18 years of finance and investment experience and has a strong track record of equity performance. Prior to joining Empire in October 1998 Vince was with Guardian Insurance. Vince has overall responsibility for the equity investments of Empire. |
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