Joined Fidelity
- 2004
Industry experience
- 26 years
Career experience
- Equity research analyst, Fidelity Investments
- Equity Analyst, Lazard
- Associate, Dorset Capital
- Associate, Savage Walker Capital
- Analyst, Scotiabank
Education
- BBA, Wilfrid Laurier University
- MBA, Wharton School at the University of Pennsylvania
Designation
- CFA
My investment approach focuses on investing in quality companies that trade at reasonable valuations. I try to own a great business that has shareholder-oriented management.
Funds managed
Portfolio manager
-
Fidelity Global Natural Resources Fund
(Also available through Trust US$ and Class CDN$)
-
Fidelity North American Equity Class
(Also available through Class US$ and Class T-Series S5)
Subportfolio manager
-
Fidelity Canadian Asset Allocation Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Canadian Balanced Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Inflation-Focused Fund
(Also available through Trust US$ and Trust T-Series S5)
