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Brian Acker, CA |
Brian Acker |
Acker |
Chief Executive Officer, President and Chief Inves |
Acker Finley Inc. |
181 University Ave |
Suite 1316 |
Toronto |
ON |
M5H 3M7 |
1 (416) 777-9005 |
1 (888) 514-9136 |
1 (416) 777-2096 |
info@ackerfinley.com |
http://www.ackerfinley.com |
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North American |
Large Cap |
value |
using quantitative analysis |
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Noah Blackstein, B.A., CFA |
Noah Blackstein |
Blackstein |
Prtf Mngr (Goodman & Company, Investment Counsel) |
Dynamic Funds |
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growth |
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Bob Boaz |
Bob Boaz |
Boaz |
Director Equ Research |
Dundee Securities |
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growth |
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Mark Bonham |
Mark Bonham |
Bonham |
President and Chief Executive Officer |
Bonham & Co |
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GARP |
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Eric Bushell |
Eric Bushell |
Bushell |
Portfolio Manager |
C.I. Dividend Equity Fund |
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value |
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Brendan Caldwell |
Brendan Caldwell |
Caldwell |
President |
Caldwell Securities |
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value |
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Rob Callander |
Rob Callander |
Callander |
Vice President and Portfolio Manager |
Caldwell Securities |
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value |
Top down and sector approach. |
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Bruce Cooper |
Bruce Cooper |
Cooper |
Portfolio Manager |
T.D. Asset |
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bottom up analyst |
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David Driscoll |
David Driscoll |
Driscoll |
Partner |
Toron Capital Mgmnt |
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Value |
Works on managing the risk. Global investing. Buy & hold. |
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John Embry |
John Embry |
Embry |
President |
Sprott Asset Management |
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growth |
precious metals |
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Robert Floyd |
Robert Floyd |
Floyd |
President |
R A Floyd Management |
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www.rafloydcapital.com |
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growth |
Likes to buy when stocks look down and out. |
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David Goodman |
David Goodman |
Goodman |
President |
Dynamic Mutual Funds |
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Value |
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Gavin Graham |
Gavin Graham |
Graham |
President |
Graham Investment Strategy |
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Keith Graham |
Keith Graham |
Graham |
Vice President and Portfolio Manager |
Aim Investments |
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Value |
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Ross Healy |
Ross Healy |
Healy |
President |
Strategic Analysis Corp |
20 Eglington Ave W. Suite 1400 |
P.O.Box 2003 |
Toronto |
ON |
M4R 1K8 |
416-489-3603 |
1-877-214-5641 |
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info@strategicanalysis.ca |
http://www.strategicanalysis.ca/ |
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Gordon Henderson |
Gordon Henderson |
Henderson |
Portfolio Manager |
Bonham & Company |
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GARP |
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Gordon Higgins, CA, MBA |
Gordon Higgins |
Higgins |
Vice President, Equities |
Sentry Select Capital Corp |
The Exchange Tower |
130 King Street West, Suite 2850 |
Toronto |
ON |
M5X 1A4 |
416-861-8729 |
1-888-246-6656 |
416-364-1197 |
info@sentryselect.com |
http://www.sentryselect.com/ |
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Value |
Bottom up fundamentals. Buy and hold |
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Ed Ho |
Ed Ho |
Ho |
Portfolio Manager |
Dynamic Mutual Funds |
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Small caps |
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Mark Jackson, CFA |
Mark Jackson |
Jackson |
President and Chief Investment Officer |
Aegon Capital Management Inc. |
5000 Yonge Street |
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Toronto |
ON |
M2N 7J8 |
416-883-5800 |
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416-883-5790 |
info@aegoncapital.ca |
www.aegoncapital.ca |
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growth |
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Fred Ketchen |
Fred Ketchen |
Ketchen |
Managing Director |
Scotia McLeod |
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growth |
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Brendan Kyne |
Brendan Kyne |
Kyne |
Chairman and Chief Executive Officer |
Leeward Hedge Funds Inc |
Suite 1720 |
2 Bloor Street West |
Toronto |
ON |
M4W 3E2 |
[416] 482-0242 |
[866] LEEWARD |
[416] 482-3067 |
asoquena@leewardhedgefunds.com |
http://www.leewardcapital.ca/ |
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accounting background |
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Robert Lyon |
Bob Lyon |
Lyon |
Senior. Vice President & Portfolio Manager |
AGF Funds Inc. |
Toronto-Dominion Bank Tower 31st Floor |
66 Wellington Street West |
Toronto |
ON |
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resources |
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Ted Macklin |
Ted Macklin |
Macklin |
Managing Director |
Guardian Capital |
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GARP |
conservative |
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Sandy McIntyre |
Sandy McIntyre |
McIntyre |
President & CIO |
Sentry Select Capital Corp |
The Exchange Tower |
130 King Street West, Suite 2850 |
Toronto |
ON |
M5X 1A4 |
416-861-8729 |
1-888-246-6656 |
416-364-1197 |
info@sentryselect.com |
http://www.sentryselect.com/ |
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Royalty & Income Tru |
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Robert McWhirter |
Robert McWhirter |
McWhirter |
President |
Selective Asset Management |
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quantitative analysi |
techs |
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Scott Morrison |
Scott Morrison |
Morrison |
Senior Portfolio Manager |
Empire Financial Group |
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small caps |
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Ian Nakamoto |
Ian Nakamoto |
Nakamoto |
Director of Research |
MacDougall, MacDougall & MacTier |
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GARP |
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Glenn Paradis, BA, CFA |
Glenn Paradis |
Paradis |
Vice President & Sr Portfolio Manager, Equities |
Aegon Capital Management Inc. |
5000 Yonge Street |
|
Toronto |
ON |
M2N 7J8 |
416-883-5800 |
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416-883-5790 |
info@aegoncapital.ca |
www.aegoncapital.ca |
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long term growth |
mid to large North America |
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Nereo Piticco |
Nereo Piticco |
Piticco |
President |
P C J Investment Counsel |
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growth (a trader) |
Sector Rotator |
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Sharon Ranson |
Sharon Ranson |
Ranson |
Vice President of Canadian Equities |
Tal Global Asset Management |
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Analyst type |
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Lou Schizas |
Lou Schizas |
Schizas |
Business Editor |
Market Call |
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technical analyst |
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Bruce Sellery |
Bruce Sellery |
Sellery |
Business Editor |
Market Call |
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John Sinkins, CFA |
John Sinkins |
Sinkins |
Senior Portfolio Manager |
Sentry Select Capital Corp |
The Exchange Tower |
130 King Street West, Suite 2850 |
Toronto |
ON |
M5X 1A4 |
416-861-8729 |
1-888-246-6656 |
416-364-1197 |
info@sentryselect.com |
http://www.sentryselect.com/ |
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Buy/Hold |
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Malvin Spooner |
Malvin Spooner |
Spooner |
Chairman and Chief Executive Officer |
Mavrix Fund Management |
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emerging growth |
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Michael Sprung |
Michael Sprung |
Sprung |
President |
Sprung Investment Management |
Suite 1102, 20 Adelaide Street East |
|
Toronto |
ON |
M5C 2T6 |
416-934-7160 |
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msprung@sprunginvestment.com |
http://www.sprunginvestment.com/ |
We are a discretionary investment counsel. Our sole responsibility is the preservation and growth of our clients' assets. Sprung & Co. builds and manages investment portfolios on behalf of clients. Our investment portfolios are custom tailored to individual circumstances. We do not recommend or sell anything except our services. As managers, we earn no revenues of any kind except client fees. Clients come to us because they have outgrown mass market products and want personal attention from intelligent, logic-based, trusted professionals. They demand value for their investment management fees — and that is what Sprung & Co. delivers. |
value |
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Ray Steele |
Ray Steele |
Steele |
Vice President of Investments |
Mavrix Fund Management |
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growth |
Contrarian views |
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Richard Stone |
Richard Stone |
Stone |
President |
Stone Funds |
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Jonathen Wellum, B. Comm, B. Sc |
Jonathen Wellum |
Wellum |
Chief Executive Officer |
AIC Limited |
1375 Kerns Road |
|
Burlington |
ON |
L7R 4X8 |
905-331-4242 |
1-800-263-2144 |
1-800-660-2664 |
info@aic.com |
http://www.aic.com/en/main/home_investor.asp |
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value/growth |
long term investor |
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Steven Wippersteg |
Steven Wippersteg |
Wippersteg |
Senior Vice President and Portfolio Manager |
Strategic Nova |
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GARP |
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John Zechner |
John Zechner |
Zechner |
Chairman |
J. Zechner & Assoc |
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growth |
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Rick Serafini |
Rick Serafini |
Serafini |
Portfolio Manager |
Aim Investments |
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Pier Donnini |
Pier Donnini |
Donnini |
Head of Institutional Securities |
Yorkton Securities |
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tech fan & trader |
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Shauna Sexsmith |
Shauna Sexsmith |
Sexsmith |
Vice President and Senior Portfolio Manager |
MFC Global Investment Management |
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Large cap growth |
Quality stocks. |
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Steven Misener |
Steven Misener |
Misener |
Portfolio Manager |
C.I. Mutual Funds |
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value/growth |
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Glenn MacNeill, P.Eng. |
Glenn MacNeill |
MacNeill |
CIO & Sr. Portfolio Manager |
Lawrence Asset Management |
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growth |
oil/gas specialist |
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Geoff MacDonald |
Geoff MacDonald |
MacDonald |
Vice President |
Aims Fund Management |
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Value |
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Brian Dawson |
Brian Dawson |
Dawson |
Portfolio Manager |
McLean Budden |
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growth |
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Richard Croft |
Richard Croft |
Croft |
President |
R.N. Croft Financial Group Inc. |
218 Steeles Ave East |
|
Thornhill |
ON |
L3T 1A6 |
(905) 695-7777 |
1-877-249-2884 |
(905) 695-9777 |
rcroft@croftgroup.com |
http://www.croftgroup.com/index.htm |
R. N. Croft Financial Group Inc. is a boutique portfolio management company, providing fully customized discretionary asset management to discriminating investors. Our investment approach combines low cost tax-efficient indexed investment strategies, with targeted active management, and sophisticated options techniques to maximize client returns at any risk level. Our portfolio processes are unique, flexible and comprehensive. |
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John McColl |
John McColl |
McColl |
Equity Mngr |
Scotia McLeod |
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growth |
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Bill Proctor |
Bill Proctor |
Proctor |
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MacKenzie Financial |
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Mike Weir |
Mike Weir |
Weir |
Managing Director |
Guardian Capital |
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GARP |
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Pierre Bernard |
Pierre Bernard |
Bernard |
Vice President of Canadian Equities |
Industrial Alliance Fund Management |
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growth |
Buy & Hold Quality |
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Phil Smith |
Phil Smith |
Smith |
Managing Director |
Scotia McLeod |
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Bill Shaw |
Bill Shaw |
Shaw |
Senior Vice President & Portfolio Manager |
Mavrix Fund Management |
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value |
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Fred Sturm |
Fred Sturm |
Sturm |
Chief Investment Strategist |
Mackenzie Financial (Resource and Precious Metals) |
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resources |
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David Baskin |
David Baskin |
Baskin |
President |
Baskin Financial Services |
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value (Buy and hold) |
top down re economics and then by sector |
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Michael Lee-Chin |
Michael Lee-Chin |
Lee-Chin |
Chairman, Chief Executive Officer and Portfolio Ma |
AIC Limited |
1375 Kerns Road |
|
Burlington |
ON |
L7R 4X8 |
905-331-4242 |
1-800-263-2144 |
1-800-660-2664 |
info@aic.com |
http://www.aic.com/en/main/home_investor.asp |
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Buy & Hold |
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Ian Ainsworth |
Ian Ainsworth |
Ainsworth |
Vice President, Investments |
MacKenzie Financial Corp. |
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growth |
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David McLean |
David McLean |
McLean |
Portfolio Manager |
McLean AssetMngmnt |
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Laura Wallace |
Laura Wallace |
Wallace |
Managing Director |
Coleford Investment Management |
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High dividends and g |
conservative |
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Michelle Calpin |
Michelle Calpin |
Calpin |
Vice President, U.S. Equities |
AIC Limited |
1375 Kerns Road |
|
Burlington |
ON |
L7R 4X8 |
905-331-4242 |
1-800-263-2144 |
1-800-660-2664 |
info@aic.com |
http://www.aic.com/en/main/home_investor.asp |
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Buy and hold |
cash flow analysis/U.S large |
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Martin Hubbes, CFA |
Martin Hubbes |
Hubbes |
Executive Vice-President/Chief Investment Officer |
AGF Funds Inc. |
Toronto-Dominion Bank Tower 31st Floor |
66 Wellington Street West |
Toronto |
ON |
M5K 1E9 |
905-214-8203 |
1-800-268-8583 |
905-214-8243 |
|
http://www.agf.com/t2scr/static/app/homepage/publi |
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growth |
GARP (Growth at Reasonable Prices) |
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James Cole, BA, CFA |
James Cole |
Cole |
Senior Vice President and Portfolio Manager |
AIC Limited |
1375 Kerns Road |
|
Burlington |
ON |
L7R 4X8 |
905-331-4242 |
1-800-263-2144 |
1-800-660-2664 |
info@aic.com |
http://www.aic.com/en/main/home_investor.asp |
|
Value investor |
Buy & Hold - Focuses on only 10/20 companies. |
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Jeff Morrison |
Jeff Morrison |
Morrison |
Portfolio Manager |
Bisset American Equity Funds |
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GARP |
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Neil Murdock |
Neil Murdock |
Murdock |
Executive Vice President and Portfolio Manager |
AIC Limited |
1375 Kerns Road |
|
Burlington |
ON |
L7R 4X8 |
905-331-4242 |
1-800-263-2144 |
1-800-660-2664 |
info@aic.com |
http://www.aic.com/en/main/home_investor.asp |
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value |
long term hold |
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Jack Cook |
Jack Cook |
Cook |
Vice President and Portfolio Manager |
Scotia Cassels |
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value |
earnings/buy & hold(?) |
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David Cockfield |
David Cockfield |
Cockfield |
Sr. VP & Managing Director |
Northland Wealth Management |
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oil/gas |
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Rob Mikalachki |
Rob Mikalachki |
Mikalachki |
Portfolio Manager |
InvescoTrimark |
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Joe Connolly |
Joe Connolly |
Connolly |
Director of Resource and Trading |
Cockfield Porretti Cunningham |
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growth |
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Bruce Campbell |
Bruce Campbell |
Campbell |
President |
Campbell and Lee InvMngmnt |
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GARP |
Tries to buy at a lower P/E multiple than the growth rate. |
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Bob Stodgell |
Bob Stodgell |
Stodgell |
President |
Stodgell Inv Mngmnt |
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value |
Conservative - banks, cash, dividends |
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David Burrows |
David Burrows |
Burrows |
President |
Barometer Capital Management |
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Top down-Quantitativ |
buys on a rising price. |
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Rob Dionne |
Rob Dionne |
Dionne |
Partner |
Scheer, Rowlett and Associates |
|
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value |
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Ian Hardacre |
Ian Hardacre |
Hardacre |
Vice President |
InvescoTrimark |
|
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value |
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Roger Mortimer |
Roger Mortimer |
Mortimer |
Portfolio Manager |
Aim Investments |
|
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value |
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Arthur Heinmaa |
Arthur Heinmaa |
Heinmaa |
Managing Partner |
Toron Capital Mngmnt |
|
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value |
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Michael Smedley |
Michael Smedley |
Smedley |
Chief Portfolio Manager |
Morgan Meighan & Associates |
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growth |
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Ben Cheng |
Ben Cheng |
Cheng |
President and Chief Investment Officer |
Aston Hill Financial Ltd. |
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http://www.astonhill.ca |
Aston Hill Financial recognizes that every market situation can be an opportunity. An innovative and creative approach to business uncovers otherwise overlooked opportunities. Commitment to our team and to providing a proactive response to the changing needs of our clients are the foundation of Aston Hill. An entrepreneurial spirit and dedication to the success of our company are the hallmarks. Aston Hill Financial offers a unique range of expertise in the oil and gas industry, the income sector, the high yield market, and in structured investment products, to pension funds, institutional investors, corporations, and individuals. |
Income Trusts |
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Brad Willock |
Brad Willock |
Willock |
Vice President and Senior Portfolio Manager |
RBC Asset Management |
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growth |
conservative, low risk tolerance |
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Bill Carrigan |
Bill Carrigan |
Carrigan |
Technical Analyst |
Getting Technical Info Service |
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technical analyzing |
Follows trend lines on charts |
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Peter Brieger |
Peter Brieger |
Brieger |
Chairman & Chief Executive Officer |
GlobeInvestment Capital Management |
20 Queen Street West |
Suite 3308 |
Toronto |
ON |
M5H 3R3 |
416-591-7100 |
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416-591-7133 |
info@globe-invest.com |
www.globe-invest.com |
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GARP |
Handles Conservative Investors |
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Andrew Cook |
Andrew Cook |
Cook |
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Andrew Cook and Associates |
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info@acook.ca |
http://acook.ca/ |
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Howard Sutton |
Howard Sutton |
Sutton |
President |
Tera Capital Corp. |
366 Adelaide Street East |
Suite 337 |
Toronto |
ON |
M5A 3X9 |
416-368-8372 |
1-888-368-8372 |
416-368-1427 |
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Tech space |
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Vincent Delisle |
Vincent Delisle |
Delisle |
Investment Strategist |
Desjardins Securities |
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growth |
sector specialist |
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Paul O'Neil |
Paul O'Neil |
O'Neil |
Portfolio Manager, U.S. Equities |
KBSH Capital Mngmnt |
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growth |
A cautious style. |
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Benj Gallander |
Benj Gallander |
Gallander |
President |
Contra the Heard |
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contrarian |
usually under $25 and preferably under $10 |
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Michael White |
Michael White |
White |
Vice President and Portfolio Manager |
Strategic Nova |
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growth |
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Patricia Croft |
Patricia Croft |
Croft |
Managing Director and Chief Economist. |
Sceptre Investment |
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Bill MacLachlan |
Bill MacLachlan |
MacLachlan |
Director |
Mawer Investment Mngmnt |
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GARP |
bottom up/value |
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Andrew McCreath |
Andrew McCreath |
McCreath |
Senior Portfolio Manager |
Sentry Select Capital |
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Larry Berman CFA, CMT, CTA |
Larry Berman |
Berman |
Chief Investment Officer, Partner |
ETF Capital Management Inc. |
5160 Yonge St. Suite 1860 |
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Toronto |
ON |
M2N 6L9 |
888-383-9753 |
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888-383-9753 |
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www.etfcn.com |
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Technical analyst |
tech charts |
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Rob Peets |
Rob Peets |
Peets |
Research Analyst |
Golden Capital Securities |
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growth |
small/microcap |
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Allan Dustin |
Allan Dustin |
Dustin |
Investment Advisor |
Raymond James |
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derivitives/options |
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Ben Stadelmann |
Ben Stadelmann |
Stadelmann |
Vice President |
Contra the Heard |
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contrarian |
usually under $25 and preferably under $10 |
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John Clarke |
John Clarke |
Clarke |
Vice President |
Octagon Capital |
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value/growth |
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Jim Doak |
Jim Doak |
Doak |
President and Managing Partner |
Enterprise Capital Management |
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hedging |
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John Stephenson |
John Stephenson |
Stephenson |
Senior Vice President & Portfolio Manager |
First Asset Investment Management |
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www.first asset.com |
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Oil & Gas |
Hedge funds |
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Clos Olsson |
Clos Olsson |
Olsson |
Senior Portfolio Manager |
InvescoTrimark |
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growth |
earnings. Bases in Texas. |
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Mark Grammer |
Mark Grammer |
Grammer |
Vice President of Investments |
MacKenzie Financial (International Equities) |
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Asian Investments |
Asian stocks |
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Kim Shannon |
Kim Shannon |
Shannon |
Portfolio Manager |
C I Cdn Investment Fund |
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value |
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