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Empire équilibré élite Cat J (0P0000XRLE)
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17/12 - En Différé. Devise en CAD
- Rating de Morningstar:
- Actif total: 641,5M
Empire Elite Balanced - Class J
22,001
+0,020
+0,07%
Vue d'ensemble 0P0000XRLE
Sur cette page vous trouverez un profil détaillé de Empire équilibré élite Cat J. Vous y trouverez notamment des informations sur la gestion, le total des actifs, la stratégie d'investissement et les coordonnées de 0P0000XRLE entre autres informations.
Stratégie d’investissement
L'objectif de placement fondamental du Fonds équilibré Élite est la croissance à long terme grâce à un équilibre provenant d’une appréciation du capital de placements en actions principalement de sociétés canadiennes à forte capitalisation boursière, tout en obtenant des revenus grâce à des placements dans des titres à revenu fixe et des instruments du marché monétaire.
Contact
Adresse
259 King Street East
Kingston,ON K7L 3A8
Canada
Kingston,ON K7L 3A8
Canada
Téléphone
613 548 1890
Fax
613 548 0357
Web
www.empire.ca
Principaux dirigeants
| Nom | Titre | Depuis | Jusqu’à |
|---|---|---|---|
| Jennifer Law | Global Equity Group | 2021 | Maintenant |
| Biographie | 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. | ||
| Ian Fung | Portfolio Manage | 2021 | Maintenant |
| Ashley Misquitta | Portfolio Manager | 2021 | 2023 |
| Biographie | 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 | Vice President | 2019 | 2023 |
| Biographie | 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. | ||
| Greg Chan | - | 2020 | 2021 |
| Biographie | 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. | ||
| Doug Cooper | Portfolio Manager | 2017 | 2021 |
| Biographie | 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 | ||
| Ian Hardacre | Vice President | 2017 | 2021 |
| Biographie | 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 |
| Biographie | 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. | ||
| Mark Vallee | Portfolio Manager | 2012 | 2017 |
| Biographie | 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 | 2017 |
| Biographie | 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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