Joined Fidelity
- 1995
Industry experience
- 33 years
Career experience
- Analyst, Fidelity Investments
- Credit analyst, Dominion Bond Rating Service
- Financial analyst, Department of Finance, Government of Canada
Education
- BA, University of Western Ontario MA, University of Waterloo
Designation
- CFA
We allocate our risk budget to the areas where we expect to earn the most alpha through a research-driven investment process and team-based approach.
Funds managed
Portfolio manager
-
Fidelity Global Bond Fund
(Also available through Trust US$ and Trust currency neutral)
- Fidelity Global Core Plus Bond ETF Fund
- Fidelity Global Investment Grade Bond ETF Fund
-
Fidelity Investment Grade Total Bond Fund
(Also available through Trust US$ and Trust currency neutral)
-
Fidelity Multi-Asset Innovation Fund
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity Multi-Sector Bond Fund
(Also available through Trust US$ and Trust currency neutral)
- Fidelity Premium Tactical Fixed Income Private Pool
-
Fidelity Tactical Fixed Income Fund
(Also available through Trust US$)
Underlying fund manager
-
Fidelity American Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
-
Fidelity Global Asset Allocation Fund
(Also available through Trust US$ and Trust T-Series S5)
-
Fidelity Global Dividend Fund
(Also available through Trust US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Global Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
-
Fidelity U.S. Monthly Income Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)
Subportfolio manager
-
Fidelity NorthStar® Balanced Fund
(Also available through Trust US$, Trust currency neutral and Trust T-Series S5)