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Name | Title | Since | Until |
---|---|---|---|
Philip Harrington | Director & PM | 2018 | Now |
Biography | Philip joined BMO Asset Management Inc. in March 2012 and brings with him over 17 years’ experience in the investment industry. Philip is a member of the large cap portfolio management team at BMO AM responsible for the firm’s Canadian dividend and income strategies. Previously, he worked as both an analyst and portfolio manager at BMO Harris Investment Management. A graduate from the University of Toronto, Philip holds a Bachelor of Commerce degree, received his Master of Finance from the Rotman School of Business and is a CFA charterholder. | ||
Tyler Hewlett | Senior Vice President | 2018 | 2022 |
Biography | Tyler is a Portfolio Manager for Mackenzie Bluewater fundamental growth strategies including the Mackenzie US Growth Fund, the Mackenzie Global Growth Fund and Mackenzie Canadian Growth Fund, the Mackenzie Next Gen Growth Fund. Prior to joining Mackenzie, Tyler spent 15 years at BMO Global Asset Management where he was lead Portfolio Manager on a number of strategies with leadership responsibility within the Canadian fundamental equity team. Tyler is a multiple award-winning Portfolio manager including multiple Lipper awards and Fundgrade A+ awards. The strategies he was responsible for were consistently rated 4- and 5-star products with strong long-terms returns and enjoyed institutional success. He holds a Bachelor of Commerce from the Queen’s University and is a CFA charter holder. | ||
Greg Gipson | Vice President | 2017 | 2018 |
Biography | Greg Gipson, M. Econ, M. OR BMO Asset Management Inc. Greg Gipson is Vice President and Head of Portfolio Management, Quantamental Investments, at BMO Asset Management (BMO AM). Mr. Gipson began his investment career in 1997 and joined BMO AM in 2009. | ||
Kyle Hunter | Portfolio Manager | 2013 | 2017 |
Biography | Kyle Hunter, CFA, MBA, Portfolio Manager. Joined Canoe Financial in 2017. Master of Business Administration, Richard Ivey School of Business. Industry start date: 2007. Kyle is a member of the Canoe Energy team and assists in managing Canoe’s lineup of energy investment solutions. Prior experiences includes Vice President and Portfolio Manager, Canadian Equities at BMO Asset Management. | ||
Mark Serdan | Portfolio Manager | 2010 | 2017 |
Biography | Mark joined BMO Asset Management Inc. in the fall of 2009 and has over 17 years of investment industry experience. Mark manages Canadian equity portfolios, with an emphasis on the resource sector. Prior to joining the firm, he was responsible for investing in the Canadian materials sector at a major international investment management firm. Mark holds an Honours Bachelor of Commerce degree from the University of Windsor, received his CA from the Institute of Chartered Accountants of Ontario, and is a CFA charterholder. | ||
Robert Taylor | Portfolio Manager | 2005 | 2013 |
Biography | Robert Taylor, CPA, CA, CFA, Senior Vice President & Portfolio Manager. Joined Canoe Financial in 2013. Honours Bachelor of Business Administration, Wilfred Laurier University. Industry start date: 1998. Rob leads a team of North American equity analysts and the asset allocation decisions. Prior to joining Canoe Rob was at BMO Global Asset Management where he was responsible for managing more than $4 billion in Canadian Equities. | ||
Bill Belovay | Other Executives | 1998 | 2009 |
Biography | Bill joined the Jones Heward team as a portfolio manager in April 1998. Coupled with five years of practical mining experience and 19 years of industry experience, he has an extensive knowledge of international mining. Bill holds a B.Sc. in Geology from the University of Natal, Durban, an Honours B.Sc. and a Masters degree in Mineral Economics from Rand Afrikaans University, all located in South Africa. Bill is also registered as a Professional Geoscientist in Ontario holding the P.Geo designation. | ||
Michael R. Stanley | CIO (Chief Investment Officer) | 1993 | 2009 |
Biography | Michael joined the organization in 1994. He has oversight responsibilities for all of the firm’s fundamental active Canadian equity and fixed income strategies. In addition, he has direct portfolio management responsibilities for a number of Canadian equity mandates. Michael completed his MBA at the University of Toronto in 1979 and is a CFA charter holder. |
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