Ian is responsible for developing and implementing the Core Fixed Income and Preferred Shares strategies, as well as overseeing asset allocation for balanced portfolios.
Member of:
- Executive Committee
- Investment Committee (Chair)
- Investment Risk Committee
- Credit Committee
- Asset Mix Committee (Chair)
- Product Management Committee
- Valuation Committee
- Sustainable Investing Committee
- Best Execution Committee
- Brokerage Committee
- Core Plus Investment Strategy Committee
- Editorial Committee
Career:
- Addenda Capital: Executive Vice-President, Core Fixed Income (since 2018); Co-Chief Investment Officer, Core Fixed Income and Insurance (2016-2018); Deputy Chief Investment Officer, Core Fixed Income and Insurance (2015-2016); Senior Vice-President, Core Fixed Income and Head, Corporate Bonds (2014-2015); various positions within Addenda Capital (2000-2014)
- Alphaquest Investment Management: Vice-President, Fixed Income (1999-2000)
- McLean Budden/Sun Life Investment Management: Vice-President, Fixed Income and Money Market Portfolio Manager (1992-1998)
- CT Investment Counselling Inc.: Money Market Trader and Equity Research Assistant (1988-1992)
Education:
- Bachelor’s degree in Economics and Business Diploma from Wilfrid Laurier University
- Chartered Financial Analyst (CFA) designation