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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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John Hood |
John Hood |
Hood |
President & Portfolio Manager |
J. C Hood Investment. |
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Jason Donville |
Jason Donville |
Donville |
President & CEO |
Donville Kent Asset Management |
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David Morgan |
David Morgan |
Morgan |
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The Silver Investor |
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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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Sharon Ranson |
Sharon Ranson |
Ranson |
Vice President of Canadian Equities |
Tal Global Asset Management |
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Analyst type |
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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 |
Editor |
Income Investor |
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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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Mark Bonham |
Mark Bonham |
Bonham |
President and Chief Executive Officer |
Bonham & Co |
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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 |
Robert Lyon |
Lyon |
Portfolio Manager and Vice President |
C.I. Mutual Funds |
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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 |
Senior Vice President & 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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Royalty & Income Tru |
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Robert McWhirter |
Bob 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 |
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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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long term growth |
mid to large North America |
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Christine Poole |
Christine Poole |
Poole |
Managing Director |
GlobeInvest Capital Management |
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Fred Pynn |
Fred Pynn |
Pynn |
Portfolio Manager |
Bissett Investment Management |
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GARP (Growth at Reasonable Prices) |
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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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Veronika Hirsch |
Veronika Hirsch |
Hirsch |
Chief Investment Officer |
BluMont Capital |
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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 & Company Investment Counsel |
Suite 337, 366 Adelaide Street East |
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Toronto |
ON |
M5A 3X9 |
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 |
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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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Stephane Rochon |
Stephane Rochon |
Rochon |
US Portfolio Advisor |
RBC Asset Management Inc |
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US Large |
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John Zechner |
John Zechner |
Zechner |
Chairman |
J. Zechner & Assoc |
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growth |
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Rob Dionne |
Rob Dionne |
Dionne |
Partner |
Scheer, Rowlett and Associates |
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value |
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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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Jason Ader |
Jason Ader |
Ader |
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Hayground Cove Asset Management |
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Andrew Cook |
Andrew Cook |
Cook |
Portfolio Manager |
Marquest Asset Management Inc. |
Brookfield Place 181 Bay Street |
Suite 2340, PO Box 858, |
Toronto |
ON |
M5J 2T3 |
416-777-7350 |
1-877-777-1541 |
416.777.7362 |
mailto:funds@marquest.ca |
www.marquest.ca/ |
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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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Walter Gerasimowicz |
Walter Gerasimowicz |
Gerasimowicz |
Chairman and CEO |
Meditron Asset Management |
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Allan Dustin |
Allan Dustin |
Dustin |
Investment Advisor |
Raymond James |
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derivitives/options |
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Brian Dawson |
Brian Dawson |
Dawson |
Portfolio Manager |
McLean Budden |
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growth |
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Leslie Lundquist |
Leslie Lundquist |
Lundquist |
Lead Manager |
Jones Heward Investment Counsel |
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Income Trusts |
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Richard Croft |
Richard Croft |
Croft |
President |
Croft Financial |
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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 |
Senior Vice President |
MacKenzie Financial Corp. |
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growth |
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Samuel D. Isaly |
Sam Isaly |
Isaly |
Portfolio Manager |
Eaton Vance Worldwide |
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Biotech's and pharmaceuticals |
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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 |
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http://www.agf.com/t2scr/static/app/homepage/publi |
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growth |
GARP (Growth at Reasonable Prices) |
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Mason Granger |
Mason Granger |
Granger |
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Sentry Select Capital |
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Barry Schwarrtz |
Barry Schwarrtz |
Schwarrtz |
V.P. & Portfolio Manager |
Baskin Financial Services |
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Douglas Kee |
Douglas Kee |
Kee |
CEO and Chief Investment Officer |
Leon Frazer & Associates |
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Joey De Goey |
|
De Goey |
VP |
Burgeonvest.Bick Securities |
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John De Goey |
John De Goey |
De Goey |
VP |
Burgeonvest.Bick Securities |
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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 |
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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 |
Portfolio Manager |
MacNicol & Associates |
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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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http://www.stockhouse.com/blogs.asp?page=viewpost& |
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Top down-Quantitativ |
buys on a rising price. |
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Geoff MacDonald |
Geoff MacDonald |
MacDonald |
Vice President |
Aims Fund Management |
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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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Ron Meisels |
Ron Meisels |
Meisels |
President |
P & C Holdings |
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rmeisels@na-marketletter.com |
na-marketletter.com |
one of North America's most successful tech analys |
technical analyzing |
Prefers 200-day moving averages |
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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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www.overlordfinancial.com |
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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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Chris Ceraso |
Chris Ceraso |
Ceraso |
Senior US Auto Analyst |
Credit Suisse First Boston |
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Automotive |
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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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