Roger is involved with contributing and implementing the core bond and preferred share strategies across all mandates. He is also responsible for conducting credit analysis and monitoring of corporate bond portfolios.
Career:
- Addenda Capital: Portfolio Manager, Core Fixed Income (since 2025); Assistant Portfolio Manager, Core Fixed Income (2023-2025)
- Trisura Group: Investment Associate (2021-2023)
- Capstone Asset Management: Associate Portfolio Manager (2018-2021)
Education:
- Bachelor of Business Administration in Finance from Wilfrid Laurier University
- Bachelor of Mathematics from the University of Waterloo
- Chartered Financial Analyst (CFA) designation