Joined Fidelity
- 2016
Industry experience
- 19 years
Career experience
- Chief Canada Macro Strategist, TD Securities
- Head of Global Macro Strategy, TD Securities
- Assistant Portfolio Manager, Ontario Teachers’ Pension Plan
- Senior Economist, TD Bank
- Economist, Bank of Canada
Education
- BSc (Hons), University of Toronto
- MA, Queen’s University
Active asset allocation provides a powerful tool to combine top-down, macro driven investment themes with Fidelity’s expertise in security selection.
Funds managed
Portfolio manager
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Fidelity American Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
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Fidelity Asset Allocation Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series S5)
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Fidelity Balanced Income Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series S5)
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Fidelity Balanced Managed Risk Portfolio
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity Balanced Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Balanced Private Pool
(Also available through Trust US$, Trust CDN$, Class US$, Class currency neutral and Class T-Series S5)
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Fidelity Canadian Asset Allocation Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Canadian Balanced Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Canadian Monthly High Income ETF Fund
(Also available through ETF CDN$)
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Fidelity Conservative Income Fund
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity Conservative Income Private Pool
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity Conservative Managed Risk Portfolio
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity Dividend Fund
(Also available through Class CDN$ and Trust T-Series S5)
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Fidelity Global Asset Allocation Private Pool
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
-
Fidelity Global Balanced Portfolio
(Also available through Trust US$, Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Global Dividend Fund
(Also available through Trust US$, Class CDN$ and Trust T-Series S5)
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Fidelity Global Equity Portfolio
(Also available through Trust US$, Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Global Growth Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Global Income Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Global Monthly High Income ETF Fund
(Also available through ETF CDN$)
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Fidelity Global Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
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Fidelity Growth Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Income Allocation Fund
(Also available through Trust T-Series S5)
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Fidelity Income Portfolio
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity Inflation-Focused Fund
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity Monthly Income Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
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Fidelity NorthStar® Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
- Fidelity Tactical Global Dividend ETF Fund
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Fidelity Tactical Strategies Fund
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity U.S. Growth and Income Private Pool
(Also available through Trust US$ and Trust T-Series S5)
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Fidelity U.S. Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
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