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The Fund seeks to provide a steady flow of income with an emphasis on capital preservation by investing mainly in fixed-income securities issued in Canada by governments, government-related entities and corporations. The Fund will generally invest in high-quality fixed-income securities with relatively short terms to maturity. The portfolio manager may also invest in residential first mortgages insured or guaranteed by Canadian or provincial governments or crown corporations thereof, either directly or indirectly, through pooled mortgage investments, such as mortgage-backed securities.
Name | Title | Since | Until |
---|---|---|---|
Steven Locke | Senior Vice President | 2010 | Now |
Biography | Steve’s career in the investment industry began in 1995. He joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Steve’s work experience included five years managing insurance, pension, and retail segregated fund portfolios in Canada, as well as several years as a Credit Analyst and Bond Trader. Steve has a BA from York University and an MBA from the Schulich School of Business. He is also a CFA charterholder. | ||
Felix Wong | Director of Fixed Income Operations and Portfolio Compliance | 2010 | Now |
Biography | Felix’s career in the investment industry began in 1988. He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008. His previous roles included serving as Assistant Vice President of credit at a large international bank, where he analyzed corporate lending transactions to Canadian corporations, as well as acting as a Research Analyst covering Asian-Pacific industries and companies. Felix has BSc and MBA degrees from the University of Toronto. He is also a CFA charterholder. | ||
Chris Kresic | Head - Fixed Income & Asset Allocation | 2006 | 2010 |
Biography | Chris Kresic joined Jarislowsky, Fraser in 2010. Previously he was team lead of the Sentinel fixed income group at Mackenzie Financial and held the lead manager role for a number of funds. The team managed corporate bond, government bond and money market portfolios including the fixed income portion of the award winning Sentinel Income Fund. Chris began his career in 1988 as an analyst and trader with the Bank of Canada. Chris graduated from the University of Ottawa with a B.Com degree, and holds the Chartered Financial Analyst designation. |
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