John contributes to the Investment Solutions team and to the Asset Mix committee. He participates in the development and implementation of bond investment strategies across Core and custom mandates. In addition, he ensures the development of portfolio optimization strategies for regulatory capital conscious portfolios. He also designs and maintains portfolio solutions for insurance clients operating within an asset/liability framework.
Member of:
- Asset Mix Committee
- Core Plus Investment Strategy Committee
Career:
- Addenda Capital: Vice-President, Insurance and Investment Solutions (since 2023); Senior Portfolio Manager, Insurance and Investment Solutions (2020-2023); Senior Portfolio Manager, Core Fixed Income (2014-2020); Portfolio Manager, Core Fixed Income (2012-2014)
- Equitable Life of Canada: Director, Portfolio Manager (2008-2012)
- Manulife Financial: Director of Investments (2007)
- Legg Mason Canada: Fixed Income Portfolio Manager (2004-2007)
Education:
- Bachelor of Business Administration with Honours from Wilfrid Laurier University
- Chartered Financial Analyst (CFA) designation