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Name | Title | Since | Until |
---|---|---|---|
John Lumbers | Portfolio Manager | 2024 | Now |
Philip Taller | Investment Manager | 2018 | Now |
Biography | Phil Taller, Senior Vice President, Investment Management, is the Head of the Mackenzie Growth Team. Phil’s area of expertise is U.S. mid-cap stocks. Phil's career in the investment industry began in 1991 as a Research Associate. Starting in 1995, Phil was at a leading Canadian mutual fund company as a Portfolio Manager on the Canadian equities team. His focus was on bottom-up company analysis. Phil has a Bachelor’s degree from the University of Waterloo, an MBA from the Schulich School of Business at York University, and is a CFA charterholder. | ||
Sonny Aggarwal | - | 2020 | 2024 |
Biography | Sonny joined Mackenzie Investments in 2014. Previously, Sonny worked at one of Canada's leading hedge fund firms, covering US equities. Prior to that, he worked as a research analyst at a small boutique investment firm for six years, covering US small- and mid-cap stocks. Sonny's career in the investment industry began in 2000. Sonny has a Bachelor of Commerce (Honours) degree from McGill University and an MBA from Oxford University. He is also a CFA charterholder. | ||
Valerie Cecchini | Portfolio Manager | 2012 | 2018 |
Biography | As a long-term successful growth and mid-cap specialist with extensive experience in U.S. markets, Valérie Cecchini brings 18 years experience in Portfolio Management to our existing strong global investment management team. Prior to joining Investors Group in 2012, Valérie worked for Standard Life Investments as a Vice-President and Portfolio Manager dedicated to small- and mid-cap North American stocks. | ||
Management Team | - | 2006 | 2012 |
Biography | Team Managed | ||
Terry Wong | Other Executives | 1998 | 2006 |
Biography | Mr. Wong has been a member of the I.G. Investment Management North American Equities team since 1994. He has 10 years experience in finance and investment management. | ||
Scott Penman | Other Executives | 1998 | 1998 |
Biography | Mr. Penman has over 12 years of industry experience with Investors Group. | ||
Larry Sarbit | Founder | 1996 | 1998 |
Biography | Larry Sarbit – Value Partners Investments. Mr. Sarbit has a 40-year history in the investment industry. He was an equity analyst with Richardson Greenshields from 1979 until 1987. He then spent the next 31 years as a Portfolio Manager. He has held this role first with Investors Group from 1987 until 1997, AIC from 1998 until 2005, Sarbit Asset Management from 2005 until 2008 and then, Sarbit Advisory Services from 2008 until May 2019. He has a Bachelor of Arts (Honours) received in 1973 from the University of Winnipeg and a Master of Arts from York University received in 1977. |
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