Portfolio Management Powerhouses 2017

Some of Canada’s leading discretionary money managers discuss how to build wealth in the current investment climate

Portfolio Management Powerhouses 2017
What does fiduciary duty really mean? That’s the question currently being asked in the US as the Department of Labor wrangles with the investment industry over proposed legislation to ensure financial advisors work in the best interests of their clients. Opponents of the rule say further red tape will only serve to reduce investment options for the mass market. That argument isn’t commonplace among the discretionary portfolio managers featured here. Money managers take their fiduciary responsibility very seriously, and many wonder why similar standards aren’t in place across the whole wealth management spectrum.

Canada’s PMs play a vital role in the investment space, guiding some of the country’s most successful entrepreneurs and professionals in the how, when and why of investing their money. Offering some candid thoughts on how money managers and clients can better align, these top portfolio managers provide a valuable insight into how both sides’ best interests can ultimately prosper.

 

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OLIVIA WOO

OLIVIA WOO

Mawer Investment Management

FRANÇOIS TÊTU

FRANÇOIS TÊTU

Desjardins Securities

MICHAEL A. PRITTIE

MICHAEL A. PRITTIE

Mandeville Private Client

MARK O’REILLY

MARK O’REILLY

Raymond James

STEVE NIELSEN

STEVE NIELSEN

Milestone Asset Management (Canaccord Genuity Wealth Management)

NEIL R. MCIVER

NEIL R. MCIVER

McIver Capital Management (Richardson GMP)

DEREK MASSEY

DEREK MASSEY

HSBC Global Asset Management (Canada)

NORMAN LEVINE

NORMAN LEVINE

Portfolio Management

BLAINE LENNOX

BLAINE LENNOX

Jarislowsky Fraser

SEAN LASKO

SEAN LASKO

Manulife Private Wealth

ANDREW KOST

ANDREW KOST

Assante Private Client (CI Private Counsel)

BRIAN S. JONES

BRIAN S. JONES

TD Wealth Private Investment Advice

DARRELL GEBHARDT

DARRELL GEBHARDT

National Bank Financial

DONA EULL-SCHULTZ

DONA EULL-SCHULTZ

Leon Frazer & Associates

MARIA DAWES

MARIA DAWES

Capstone Asset Management

JULIE CROTHERS

JULIE CROTHERS

Coleford Investment Management

MAURICE CONTI

MAURICE CONTI

Heward Investment Management

LESLIE G. CLIFF

LESLIE G. CLIFF

Genus Capital Management

JULIE BROUGH

JULIE BROUGH

Logan Wealth Management

JENNIFER BLACK

JENNIFER BLACK

DFS Private Wealth (Mandeville Private Client)