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Counsel Canadian Value Series I (0P0000PO7V)

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17.886 -0.133    -0.74%
21/04 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 32.39M
Counsel Canadian Value Series I 17.886 -0.133 -0.74%

0P0000PO7V Overview

 
On this page you'll find an in-depth profile of Counsel Canadian Value Series I. Learn about the key management, total assets, investment strategy and contact information of 0P0000PO7V among other information.
Category

Canadian Equity

Total Assets

32.39M

Expenses

Inception Date

Jan 14, 2009

Contact Information

Address Suite 700
Mississauga,ON L4W 5L6
Canada
Phone 905.625.9885
Fax 905.625.6184

Top Executives

Name Title Since Until
Dave Britton Portfolio Manager 2013 Now
Biography Dave joined Sionna in 2006 and is a portfolio manager. He earned his Bachelor of Business Administration from Wilfrid Laurier University, where he graduated with Distinction, and his MBA from the Rotman School of Management. Dave is a CFA charterholder and a member of the CFA Society Toronto.
Kim Shannon Founder 2009 Now
Biography Kim founded Sionna in the summer of 2002 and has 25 years of investment management experience. She was previously Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers Canada Inc. Kim is a past President of the Toronto CFA Society and is currently on the boards of the Canadian Coalition for Good Governance, the Accounting Standards Oversight Committee and the CFA Institute's Financial Analysts Seminar. Kim was awarded the Morningstar Fund Manager of the Year for 2005. She was also awarded the RBC Canadian Woman Entrepreneur Award.
Teresa Lee Portfolio Manager 2009 Now
Biography Teresa is a portfolio manager and managing director of equity investments at Sionna. She is also the lead portfolio manager for the firm’s Small Cap and Focused strategies. Prior to joining Sionna in 2003, Teresa spent one year with The Jim Pattison Group as a Senior Securities Analyst and seven years with Royal & Sun Alliance, where she managed their Canadian small-cap value fund. Teresa earned her Bachelor of Commerce with honours from the University of British Columbia and is a CFA charterholder. She is a member of the CFA Society Toronto.
Marian Hoffmann Portfolio Manager 2009 Now
Biography Marian joined Sionna in 2004 and is a portfolio manager. She is also the lead portfolio manager for the firm’s Income Focused strategy and is co-lead for the Large Cap strategy. Marian earned her Bachelor of Arts degree in Economics from Yale University and holds the CFA designation. She is a member of the CFA Society Toronto and currently serves as the Chair of the CFA Society Toronto Mentorship Committee.
Mel Mariampillai Portfolio Manager 2009 Now
Biography Mel joined Sionna in 2005 and is a portfolio manager. Prior to joining Sionna, he spent two years at RBC Dominion Securities as an associate program manager. Mel earned his Bachelor of Science in Microbiology and Immunology from McGill University and is a CFA charterholder. Mel is a member of the CFA Society Toronto.
Colum McKinley Portfolio Manager 2009 2011
Biography Colum McKinley joined CIBC Asset Management in May 2010, assuming a lead role as Portfolio Manager on the Investment Management Team managing key value mandates. He holds a Bachelor of Arts in Economics from the University of Western Ontario (London); and is a CFA charterholder. Prior to joining CIBC Asset Management, he was a Portfolio Manager at Sionna Investment Managers, 2005 to 2010, and Vice President and Director, Portfolio Manager at TD Asset Management (Toronto), 1999 to 2005.
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