
Joined Fidelity
- 2002
Industry experience
- 21 years
Career experience
- Director of research, Fidelity Investments
- Research analyst, Fidelity Investments
Education
- BBA; Wilfrid Laurier University
Of note
- The Canadian Society of TopGun Investment Minds class of 2015/2016
There are three key things that I look for in a company that I’m investing in: strong business fundamentals, a management team that’s aligned with shareholder interests, and an attractive valuation.
Funds managed
Portfolio manager
-
Fidelity Global Natural Resources Fund
(Also available through Trust US$ and Class CDN$)
Subportfolio manager
-
Fidelity Canadian Asset Allocation Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Inflation-Focused Fund
(Also available through Trust US$ and Trust T-Series S5)