Duncan Mathieson, CFA
Executive Vice-President, Canadian Equities

Duncan is responsible for the Canadian Equity team. He oversees the research, management and portfolio construction activities for all Canadian equity portfolios.

Member of:

  • Executive Committee
  • Investment Committee
  • Investment Risk Committee
  • Asset Mix Committee
  • Sustainable Investing Committee
  • Best Execution Committee


  • Addenda Capital: Executive Vice-President, Canadian Equities (since 2018); Vice-President, Canadian Equities (2010-2018)
  • UBS Global Asset Management Canada: Head of Canadian Equities (2006-2010); Director of Canadian Research (2004-2006); Energy Analyst (2003-2004). Under his leadership, the firm’s price to intrinsic value investment process was successfully implemented for the Canadian subsidiary.
  • Scotia Capital: Director of Oil and Gas Research (1998-2003)
  • Various energy-related research roles (1982-2003)


  • Bachelor of Commerce from Queen’s University
  • Chartered Financial Analyst (CFA®) designation