Joined Fidelity
- 2007
Industry experience
- 27 years
Career experience
- Trader in the Fixed-Income division, Fidelity Investments
- Research analyst, Merrill Lynch
- Trader, HSBC Securities
- Trader, Goldman Sachs
Education
- BCom, Queen’s University
- MBA, Duke University
Designation
- CFA
Funds managed
Portfolio manager
- Fidelity Canadian Bond Fund
- Fidelity Canadian Short Term Bond Fund
-
Fidelity Canadian Short Term Corporate Bond ETF Fund
(Also available through ETF CDN$)
-
Fidelity Corporate Bond Fund
(Also available through Class CDN$)
- Fidelity Premium Fixed Income Private Pool
- Fidelity Premium Tactical Fixed Income Private Pool
-
Fidelity Tactical Fixed Income Fund
(Also available through Trust US$)
Underlying fund manager
-
Fidelity Canadian Asset Allocation Fund
(Also available through Class US$, Class CDN$ and Trust T-Series S5)
-
Fidelity Dividend Fund
(Also available through Class CDN$ and Trust T-Series S5)
-
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 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)