Joined Fidelity
- 2003
Industry experience
- 24 years
Career experience
- Director of research, Fidelity Investments
- Research analyst, Fidelity Investments
- Financial analyst, Goldman Sachs
Education
- BCom, Queen’s University
Designation
- CFA
I place high value on the quality of a company, its ability to generate free cash flow, and the strength of its balance sheet.
Funds managed
Portfolio manager
-
Fidelity Dividend Plus Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
Underlying fund manager
-
Fidelity Income Allocation Fund
(Also available through Trust T-Series S5)
-
Fidelity Monthly Income Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
Subportfolio manager
-
Fidelity Canadian Asset Allocation Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Dividend Fund
(Also available through Class CDN$ and Trust T-Series S5)
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