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The Portfolio intends to provide investors with a diversified portfolio solution that provides long-term capital appreciation. The Portfolio will maintain a balance of exposures across several asset classes. The Portfolio primarily invests in, or gains exposure to, equity and fixed income securities. The Portfolio will obtain its exposures by investing in Underlying Funds and/or directly in securities. Under normal market conditions, exposures to fixed income and equity will generally be kept within the following ranges:Fixed Income 20-50%, Equity 50-70%.
Name | Title | Since | Until |
---|---|---|---|
Catherine Sawatzky | - | 2020 | Now |
Scott Waugh | Other Executives | 2018 | Now |
Biography | Scott Waugh brings a strong background to Investors Group’s Fixed Income team with many years of experience in finance and fixed income investments. Scott joined Investors Group in 1999, after working for TD Waterhouse. Scott earned his Bachelor of Commerce (Honors) degree from the University of Manitoba, and has also attained numerous investment management related designations to support his investment process. Scott is a Chartered Financial Analyst charterholder and has also earned the Canadian Investment Manager and Derivatives Market Specialist designations. | ||
Les Grober | Head of Asset Allocation | 2014 | 2018 |
Biography | Les Grober, CFA. Before joining Investors Group in 2014, Les was Managing Director and Co-Head of Asset Allocation for TD Asset Management Inc. in Toronto. Les was also a member of the TD Wealth Asset Allocation Committee. Les has a Master of Arts degree in Economics from the University of Reading in England and a Bachelor of Arts degree in Economics from York University. | ||
Nan Marques | - | 2013 | 2018 |
Management Team | - | 2001 | 2013 |
Biography | Team Managed |
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