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Empire Life Balanced Portfolio - Class J (0P0000XRLA)
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14,477
+0,030
+0,24%
- Classificação da Morningstar:
- Ativos Totais: 96,42M
Empire Balanced Portfolio - Class J
14,477
+0,030
+0,24%
Empire Life Balanced Portfolio - Class J - Vista Geral
Nesta página encontrará um perfil aprofundado de Empire Life Balanced Portfolio - Class J. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de 0P0000XRLA, e mais.
Informações de Contacto
Endereço
259 King Street East
Kingston,ON K7L 3A8
Canada
Kingston,ON K7L 3A8
Canada
Telefone
613 548 1890
Fax
613 548 0357
Web
www.empire.ca
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Ian Fung | Portfolio Manage | 2021 | Agora |
| Greg Chan | - | 2020 | Agora |
| Biografia | 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. | ||
| David Mann | lead manager | 2019 | Agora |
| Biografia | David is the lead manager of the Empire Life International Equity GIF, manager of the Empire Life Global Dividend Growth GIF and co-manager of Empire Life Global Equity GIF and Empire Life Global Smaller Companies GIF. David has more than 10 years of investment industry experience, holding progressive roles at a Canadian independent wealth management firm. In addition to his role as Portfolio Manager, where he focused on investing in international equities in all markets outside North America, he was also Director of Equity Research. | ||
| Jennifer Law | Global Equity Group | 2017 | Agora |
| Biografia | Jennifer Law joined CIBC Asset Management Inc. in May 2003. Ms. Law is a member of the Global Equity group, operating from within the firms Investment Management Platform, and is responsible for the Canadian equity small cap growth product. She is also a CFA charterholder. | ||
| Doug Cooper | Portfolio Manager | 2017 | Agora |
| Biografia | 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 | ||
| Ashley Misquitta | Portfolio Manager | 2017 | Agora |
| Biografia | Ashley is a portfolio manager for Trimark Investments, based in Toronto. Ashley is from Toronto. He began his investment career in 2004 at BMO Capital Markets, where he worked as an equity research associate. After that, he worked in the same capacity at National Bank Financial. He joined the company in 2008 as an investment analyst and became a portfolio manager in 2012. He earned a BA in Economics from the University of Western Ontario and an MBA from the University of Notre Dame, and holds the Chartered Financial Analyst designation. | ||
| Sara Shahram | Portfolio Manager | 2019 | 2021 |
| Biografia | 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 | 2021 |
| Biografia | 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. | ||
| Geoff Johnston | Portfolio Manager | 2010 | 2021 |
| Biografia | 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. | ||
| Amber Sinha | Senior Portfolio Manager | 2010 | 2019 |
| Biografia | Mr. Sinha, Senior Portfolio Manager, Global Equities responsible for managing global and international mandates at CIBC Asset Management. Prior to joining CIBC in 2019, he worked at Empire Life Investments as a Senior Portfolio Manager, where he managed global and international equity mandates. He holds a Bachelor of Arts degree in Economics from the University of Delhi in India, a Master of Science degree from the University of Warwick in England, and an MBA from the Schulich School of Business at York University. He is a CFA charter holder and a member of the CFA Society of Toronto. | ||
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