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Scotia Selected Balanced Income Portfolio Advisor Series (0P00009YC3)

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Scotia Selected Balanced Income Fund Advisor Serie historical data, for real-time data please try another search
12.995 0.000    0.00%
10/01 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.04B
Scotia Selected Balanced Income Fund Advisor Serie 12.995 0.000 0.00%

0P00009YC3 Overview

 
On this page you'll find an in-depth profile of Scotia Selected Balanced Income Portfolio Advisor Series. Learn about the key management, total assets, investment strategy and contact information of 0P00009YC3 among other information.
Category

Canadian Fixed Income Balanced

Total Assets

1.04B

Expenses

Inception Date

Feb 04, 2008

Contact Information

Address 40 King Street West
Toronto,ON M5H 1H1
Canada
Phone 416-750-3863
Fax 416-288-4455

Top Executives

Name Title Since Until
Judith Chan Director 2012 Now
Biography Judith Chan is Director, Portfolio Solutions - Canadian Banking at 1832 Asset Management L.P. With more than 10 years in the investment industry, she currently manages all Scotia Portfolios which encompasses asset allocation, fund selection, fund due diligence, and the day-to-day management of all portfolios. Judith has a Bachelor of Economics from Simon Fraser University in Vancouver British Columbia, and has been a CFA Charterholder since 2006.
Wes Mills Managing Director 2011 2012
Biography Wes Mills is Chief Investment Officer (CIO) of Scotia Asset Management (SAM). Wes joined SAM in 1993 and has been with Scotiabank for over 25 years. He is responsible for the overall investment policy for all assets managed by SAM including mutual funds, institutional accounts and private wealth management. Wes acts as the chairperson of the Investment Strategy Committee which is charged with setting the overall investment strategy for client portfolios.
John Vermeer Portfolio Manager 2009 2011
Biography John Vermeer is Vice President & Portfolio Manager at Goodman & Company, Investment Counsel Ltd, the sub-advisor of the fund. Prior to joining GCICL John was a member of the U.S. equity team at Scotia Asset Management (SAM). John is an honours graduate of the Bachelor of Mathematics program at the University of Waterloo and obtained a Master of Business Administration degree from Queen's University. Mr. Vermeer also holds the Chartered Financial Analyst (CFA) designation and is a member of the Toronto CFA society.
Management Team - 2003 2009
Biography Team Managed
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