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Invesco Canadian Fund Seriessc (0P000070V0)

Toronto

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39.833 -0.006 -0.02%

09/05 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Equity

Morningstar Rating:
Total Assets: 305.32M

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0P000070V0 Overview

On this page you'll find an in-depth profile of Invesco Canadian Fund Seriessc. Learn about the key management, total assets, investment strategy and contact information of 0P000070V0 among other information.

Contact Information

Address 5140 Yonge Street, Suite 900
Toronto,ON M2N 6X7
Canada

Phone +1 8008746275

Fax 800 631 7008

Web www.invesco.ca

Top Executives

Name	Title	Since	Until
Anthony Rago	Portfolio Manager	2022	Now
Clayton Zacharias	Portfolio Manager	2016	Now
Biography	Clayton is a vice president and portfolio manager for Trimark Investments at Invesco. Clayton began his career in the financial services industry in 1994 at PricewaterhouseCoopers, where he worked in progressively senior roles as a senior associate, manager and vice president in the corporate finance and investment banking group. He joined the company in 2002 as an investment analyst and became a portfolio manager in 2006. He earned a BBA from Simon Fraser University, and he holds both the Chartered Financial Analyst and Chartered Accountant designations.
Alan Mannik	Portfolio Manager	2010	Now
Biography	Alan Mannik is a senior portfolio manager at Invesco Canada. Mr. Mannik began his investment career in 2003 at Scotia Merchant Capital Corp., where he worked as a private equity associate. He joined Invesco in 2007 as an investment analyst and became a portfolio manager in 2010. Mr. Mannik earned an HBA and MBA from the Richard Ivey School of Business at the University of Western Ontario. He is a CFA charterholder.
Mark Uptigrove	Equity Research Associate	2016	2020
Biography	Mark Uptigrove is lead portfolio manager for Invesco Canada Ltd. Mr. Uptigrove joined Invesco in 2005 as an investment analyst and was promoted to portfolio manager in 2008. He began his career in 1998 as an equity research associate for CIBC World Markets. Mr. Uptigrove subsequently joined Goldman Sachs International in London and most recently worked as an equity analyst for Morningstar. He entered the industry in 1998. Mr. Uptigrove earned a BA degree from the University of Western Ontario and an MBA from the Richard Ivey School of Business. He is a CFA charterholder.
Eric Mencke	Portfolio Manager	2012	2016
Biography	Eric is a portfolio manager for Trimark Investments. He began his financial career in 1995 at Ernst & Young, LLP, where he worked as an audit and assurance manager. After that, he worked at TD Securities, where he was an equity research analyst. Before joining Invesco, Eric worked at UBS Securities Canada as an equity research analyst and then director. He joined the company in 2008 as an investment analyst and became a portfolio manager in 2012. He earned a BA from the University of Western Ontario and an Accounting Diploma from Wilfrid Laurier University,and holds the CFA and CA designations
Jason Whiting	Portfolio Manager	2005	2016
Biography	Jason is a vice president and portfolio manager for Trimark Investments, based in Toronto. Jason is from Toronto and began his investment career in 2000. Prior to joining the company as an investment analyst, he was a research analyst supporting the Canadian and global equity teams at Laketon Investment Management. He became a portfolio manager in 2005. Jason earned a BBA (Hons.) from Wilfrid Laurier University, and he holds the Chartered Financial Analyst designation.
Ian Hardacre	Vice President	1999	2016
Biography	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.
Rick Serafini	Portfolio Manager, CEO	1994	2009
Biography	Rick Serafini is Lead Portfolio Manager and Chief Executive Officer at Elmwood. As CEO, Rick oversees the strategic direction of the firm including business development and marketing efforts. As Lead Portfolio Manager, Rick is focused on the portfolio management process on a daily basis. This includes overseeing trading activity, risk management, and direction of sector and individual stock research.

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