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Empire Life Dividend Balanced - Class H (0P0000P6S6)

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22.569 +0.010    +0.06%
30/10 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  The Empire Life Insurance Co
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 523.19M
Empire Dividend Balanced - Class H 22.569 +0.010 +0.06%

0P0000P6S6 Overview

 
On this page you'll find an in-depth profile of Empire Life Dividend Balanced - Class H. Learn about the key management, total assets, investment strategy and contact information of 0P0000P6S6 among other information.
Category

Canadian Equity Balanced

Total Assets

523.19M

Expenses

Inception Date

Jul 14, 2010

Contact Information

Address 259 King Street East
Kingston,ON K7L 3A8
Canada
Phone 613 548 1890
Fax 613 548 0357

Top Executives

Name Title Since Until
Ian Fung Portfolio Manage 2021 Now
Doug Cooper Portfolio Manager 2019 Now
Biography Doug Cooper is an investment research analyst for Harbour Advisors with an emphasis on Harbour's foreign funds, and a Portfolio Manager on Harbour Voyageur Corporate Class. He joined Harbour in 2007. Prior to that, he worked for CI Investments in various roles in Sales and Marketing. He holds the Chartered Financial Analyst designation and graduated from Queen's University with an Honours BA in economics and philosophy
Geoff Johnston Portfolio Manager 2010 2021
Biography Geoff joined Empire Life in 2004 as Portfolio Manager, Fixed Income. He is a member of the Investment Team providing investment management for segregated funds and mutual funds. Geoff holds a Bachelor of Business Administration degree with a concentration in Finance from Bishop’s University. He has a Chartered Financial Analyst (CFA) designation and is a member of the Toronto CFA Institute.
Ian Hardacre Vice President 2016 2019
Biography Ian is Head of Canadian Equities for Trimark Investments, based in Toronto. Ian is from Toronto and began his investment career in 1991 as an account manager in the commercial banking division of the Hongkong Bank of Canada. He has also worked as a manager in corporate credit at The Bank of Nova Scotia. Prior to joining the company in 1997, he was an assistant portfolio manager at the Ontario Teachers’ Pension Plan Board. He earned an MBA and a B.Comm. from McMaster University, and he holds the Chartered Financial Analyst designation.
Mark Vallee Portfolio Manager 2012 2017
Biography Mark joins Co-operators after 8 years with major financial and investment management firms.His investment experience includes managing domestic and international fixed income assets in excess of $6 billion. Mark brings expertise in credit analysis, swap & repurchase agreements, international foreign exchange, asset-liability management, and optimization & modeling to the team. Mark has a Bachelor of Business Administration (Honours), majoring in Finance and Investment from Wilfrid Laurier University, completed numerous industry investment courses and attained his CFA designation in 2000.
Lieh Wang Portfolio Manager 2010 2016
Biography Lieh joined Sentry in 2017 and is focused on North American equities. He has many years of experience analyzing stocks, and managing institutional and retail portfolios spanning Canadian equity, U.S. equity, balanced, asset-allocation and dividend mandates. Lieh graduated with a Bachelor of Applied Science in Mechanical Engineering from the University of Waterloo and holds the Chartered Financial Analyst (CFA) designation.
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