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Name | Title | Since | Until |
---|---|---|---|
Suzann Pennington | CIO (Chief Investment Officer) | 2017 | 2022 |
Biography | Suzann Pennington is Head of Canadian Equities at CIBC Asset Management Inc. She is a highly respected investment manager with 24 years of industry experience. Prior to joining CIBC Asset Management, she was Senior Vice-President, Investments and Team Lead of the Saxon Funds at Mackenzie Financial Corp. Suzann began her career at OMERS, then managed portfolios at Prudential Assurance, and was Director of Canadian Equities at Mutual Group Insurance Co. before helping to build Synergy Mutual Funds. Suzann is a CFA charterholder. | ||
Imran Chaudhry | Portfolio Manager | 2005 | 2022 |
Biography | Imran Chaudhry is a Portfolio Manager, responsible for co-managing over $6 billion in fixed-income assets. Additionally, he is responsible for fundamental credit research for the utilities, pipelines, infrastructure and securitization sectors. Imran joined Aegon Capital Management in 2005 as a Fixed Income Analyst and with growing responsibilities has been promoted to Portfolio Manager. Prior to joining Aegon Capital Management, Imran worked as an Investment Accountant for the parent company, Aegon Canada. | ||
Kon-Yu Lau | Portfolio Manager | 2002 | 2022 |
Biography | Kon-Yu Lau is a Portfolio Manager, responsible for co-managing over $6 billion in fixed-income assets. Additionally, he is responsible for fundamental credit research for the financial, retail, and securitization sectors. Kon-Yu joined Aegon Capital Management as a Credit Analyst in 2002 and with increasing responsibilities, was later promoted to Portfolio Manager. Prior to joining Aegon Capital Management he was an Investment Accountant Valuations Specialist at our parent company Aegon Canada. | ||
Barbara Berry | Other Executives | 2015 | 2017 |
Biography | Barbara Berry, Senior Trader, Money Market, joined AEGON Capital Management Inc. in 1996, and is responsible for cash management for all funds. She began her career in 1991 as Assistant Manager, Investor Financing, at The Intellivest Group, and then moved to Northam Realty Ltd. in 1995. Barbara graduated from the University of Western Ontario with a BA In Administrative and Commercial Studies and Finance & Economics in 1991, and is a Level II candidate in the Chartered Financial Analyst (CFA) program. | ||
Gregory Ross | Senior Portfolio Manager | 2015 | 2017 |
Biography | Greg Ross joined the AEGON Capital Management Inc. investment team in 1998 as Senior Portfolio Manager, Fixed Income. He previously held the position of Senior Portfolio Manager at Elliot and Page Ltd., where he was responsible for co-managing $2 billion in total return fixed-income accounts. He also worked as a Trader for both G.E. Sanders Investment Management and Elliot and Page Ltd. Greg graduated from the University of Toronto with a BA in Philosophy in 1990. | ||
Marc Goldfried | CIO (Chief Investment Officer) | 2002 | 2015 |
Biography | Marc Goldfried, CFA, Chief Investment Officer and Head of Fixed Income. Joined Canoe Financial in 2015. BA in Economics, York University. Industry start date: 1991. Marc is responsible for oversight on Canoe’s entire suite of fixed income solutions, with lead portfolio manager responsibilities. Prior to joining Canoe, Marc was the CIO and Head of Fixed Income at Aegon Asset Management Inc. where he was responsible for the management of $11 billion. |
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