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Co-operators équilibré Celi (0P00018KZ1)
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08/01 - En Différé. Devise en CAD
- Rating de Morningstar:
- Actif total: 181,08M
Co-operators Balanced Fund TFSA
231,597
-0,310
-0,13%
Vue d'ensemble 0P00018KZ1
Sur cette page vous trouverez un profil détaillé de Co-operators équilibré Celi. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de 0P00018KZ1 entre autres informations.
Stratégie d’investissement
L’objectif de placement est de réaliser un revenu d’intérêt élevé, de préserver le capital et d’offrir la possibilité d’une plus-value à long terme en investissant dans les sociétés canadiennes et américaines à moyenne et forte capitalisation et dans les titres à revenu fixe d’émetteurs canadiens publics et privés (principalement des émissions de qualité).
Contact
Adresse
1920 College Avenue
Regina,SK S4P 1C4
Canada
Regina,SK S4P 1C4
Canada
Téléphone
306 347 6200
Fax
306 347 6810
Principaux dirigeants
| Nom | Titre | Depuis | Jusqu’à |
|---|---|---|---|
| Kim Chafee | Senior Portfolio Manager | 2010 | Maintenant |
| Biographie | Before joining Addenda Capital, Kim Chafee was a senior member of the Canadian equity team at UBS Global Asset Management Canada, covering the Financial Services sector (2004-2010). Before joining UBS, Kim was a member of the Financials Research team at Scotia Capital (2000-2004) and had prior experience in investment banking and asset management. Kim holds a B.Sc. from the University of Western Ontario (1996), Master’s degree in Business from York University (2000) and is a CFA charterholder (2003). | ||
| Todd Kapala | Portfolio Manager | 2005 | Maintenant |
| Biographie | Todd Kapala was promoted to the position of Portfolio Manager, Canadian Equities in May 2006. Todd is responsible for effecting the decisions made by the Canadian Equity team for all of the insurance portfolios. Todd continues to be responsible for the analysis of certain sectors of the Canadian equity market and for the recommendation of sector weights and stock holdings within his sectors for both the pension and insurance accounts. | ||
| Ian Mckinnon | Executive Vice President | 2004 | Maintenant |
| Biographie | Ian McKinnon is Executive Vice-President of Core Fixed Income for Addenda Capital since 2018. Prior to joinning Addenda Capital in 2000, Ian was Vice-President for Alphaquest Investment Management. Ian holds a Bachelor’s degree in Economics and Business Diploma from Wilfrid Laurier University and is a Chartered Financial Analyst. | ||
| Scott Knight | Portfolio Manager | 2004 | Maintenant |
| Biographie | As Portfolio Manager, Scott Knight participates in the management of Addenda Capital’s US equity portfolios. Scott has served in varied positions in the course of his career, including Senior Investment Analyst with Healthcare of Ontario Pension Plan (HOOPP) (2001-2003) and Assistant Portfolio Manager with CT Investment Management (1998-2001). Scott earned a Bachelor of Commerce degree from Carleton University where he graduated with Honours (1993). He is a Fellow of the Canadian Securities Institute (FCSI), holds a FRM (Financial Risk Manager) designation and is a CFA charterholder. | ||
| Duncan Mathieson | Vice President | 2010 | 2021 |
| Biographie | Duncan Mathieson has worked for UBS Global Asset Management Canada, most recently as Head of Canadian Equities (2006-2010). Prior to that, he was Director of Canadian Research (2004-2006) and Energy Analyst (2003-2004). Prior to joining UBS, he was Director of Oil and Gas Research for Scotia Capital (1998-2003) and held various energy-related research roles over his career. Duncan holds a Bachelor’s degree in Commerce from Queen’s University (1982) and is a CFA charterholder (1989). | ||
| William Onslow | Vice President | 2013 | 2021 |
| Biographie | Bill is a Vice-President of US Equities for Addenda Capital since 2018. Prior to joining Adenda Capital in 2008. Bill was Senior Vice-President with Natcan, which he joined in 2004. Bill has a Bachelor of Arts in Economics from Memorial University, an MA from McMaster University and is a Chartered Financial Analyst charterholder. | ||
| James MacDonald | Other Executives | 1992 | 2013 |
| Biographie | Jim MacDonald joined Co-operators Investment Counselling Limited (Co-operators) in 1987 with 10 years investment experience, including 7 years with Crown Life where he advanced from Investment Analyst to Canadian and U.S. Equity Portfolio Manager. From 1987 - 2005, Jim served as Chief Operating Officer and CIO of Co-operators, responsible for the overall operation of the organization. In 2005, Jim focussed full time on CIO duties, responsible for Co-operators investment management process. Jim completed his M.B.A. at McMaster University in 1976 and attained his CFA designation in 1981. | ||
| Billy Siddiqui | Vice President, U.S. Equities | 2002 | 2009 |
| Biographie | Siddiqui is a portfolio manager and assistant treasurer with Canada Life of America Investment Management, his employer since 1988. Prior to joining the firm, he spent seven years in computer systems analysis, design, and programming. Siddiqui earned his Chartered Financial Analyst designation in 1986. | ||
| James Blake | - | 1999 | 2009 |
| Biographie | Jim Blake, CFA FLMI, brought 31 years' investment experience to the position of VP, Canadian Equities in 1996. His career included administrative and investment responsibility for mortgages, money market, bonds, and U.S. & Canadian equities.As Canadian Equity Team Leader, Mr. Blake directs the overall Candian Equity investment strategy and is a member of the Forecasting and Asset Mix Committees. | ||
| James Lorimer | Other Executives | 1992 | 2009 |
| Biographie | Mr. Lorimer joined Co-operators in 1986. He is Vice President, Fixed Income and is responsible for developing investment strategy and managing over $1 billion in bond investments on behalf of the firm's clients. He has over 30 years of investment industry experience and has worked at various trust, insurance and investment companies. | ||
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