Kim Chafee, CFA
Senior Portfolio Manager and Co-Head, Canadian Equities

Kim Chafee co-leads the Canadian Equity team. She participates in the management of Canadian Equity portfolios. She is also responsible for research and stock selection in the Financial & Real Estate sectors.


  • Addenda Capital: Senior Portfolio Manager and Co-Head, Canadian Equities (since 2021); Senior Portfolio Manager, Canadian Equities (2010-2021)
  • UBS Global Asset Management Canada: senior member of the Canadian Equity team (2004-2010), responsible for Financial sector stock selection
  • Scotia Capital: Member of the Financials Equity Research team (2000-2004)
  • Prior experience in investment banking and asset management


  • Master of Business Administration (MBA) from the Schulich School of Business, York University 
  • Bachelor's degree in Science from the University of Western Ontario 
  • Chartered Financial Analyst (CFA®) designation