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The portfolio’s objective is long term capital appreciation. It invests primarily in a diversified mix of equity mutual funds, with additional stability derived from investments in income mutual funds, managed by other mutual fund managers and by us.
Name | Title | Since | Until |
---|---|---|---|
Jenny Wang | Associate Portfolio Manager | 2024 | Now |
Craig Maddock | Vice President | 2022 | Now |
Biography | Craig Maddock is the Head of the Multi-Asset Management Team managing over $120 billion in assets. He started his career in financial services in 1987 and has been with 1832 Asset Management L.P. and its related companies since 1999. | ||
Yuko Girard | Director | 2022 | Now |
Biography | Yuko Girard is a Portfolio Manager on the Multi-Asset Management Team. She started in the investment industry in 1995 and has been with Scotiabank since 2008. She worked in various investment roles providing portfolio construction, asset allocation policy, manager selection and portfolio solutions. Within the Multi-Asset Management Team, she has lead responsibilities in total portfolio management of the Scotia PIC platform and all portfolio solutions. | ||
Wesley Blight | Assistant Vice President | 2022 | Now |
Biography | Wesley Blight is a Portfolio Manager on the Multi-Asset Management Team. He began working in the industry in 2002 and joined 1832 Asset Management L.P. and its related companies in 2004. He has been a member of the Multi-Asset Management team since 2009. | ||
Mark Fairbairn | Portfolio Manager | 2022 | Now |
Biography | Mark Fairbairn joined 1832 Asset Management L.P. and its related companies in 2006 and has been on the Multi-Asset Management team since 2008. Mark is responsible for non-North American equities strategies as well as managing a currency overlay deployed across the funds and tactical strategies. Mark, also, is a member of the Tactical Asset Allocation and Risk committee and oversees the Strategic Asset Allocation process. | ||
Ian Taylor | Assistant Vice President | 2022 | Now |
Biography | Ian Taylor is a Portfolio Manager on the Multi-Asset Management Team. He started in the investment industry in 2007 and has been with 1832 Asset Management L.P. and its related companies since 2010. | ||
Judith Chan | Director | 2012 | 2022 |
Biography | Judith Chan, Vice President and Head of Multi-Asset Portfolios joined NEI Investments in 2022 and is responsible for leading the design, construction, and oversight of NEI’s multi-manager, and multi-asset portfolios. Judith has over 15 years of investment industry experience. Prior to joining NEI, she managed over $48 billion in assets across seven portfolio programs for one of Canada’s big banks. Judith has a Bachelor of Economics from Simon Fraser University and is a CFA Charterholder. | ||
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. | ||
Not Disclosed | - | 2003 | 2009 |
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