The Totten Wealth Advisory Group interviewed Andrew Zimcik and Lisa Conroy. Andrew is portfolio manager and co-head of the Fundamental Equity team at CC&L Investment Management in Vancouver, which is responsible for the management of approximately $15 billion in assets in Canadian equities across large cap, small cap, equity income and market neutral strategies. Lisa is the Product Specialist on the CC&L Fundamental Equity team and has been working on the team for over 10 years.
The Totten Wealth Advisory Group interviewed Stéphane Rochon, who is Vice President, Managing Director and Head of Private Client Research at BMO Private Wealth. Stéphane has over 20 years of experience in the investment industry, focusing primarily on Canadian and U.S. equities. Stéphane chairs the Private Client Investment Strategy Committee, which establishes the overall asset allocations for client portfolios. He also researches and publishes reports on longer-term investment themes and their expected impact on the markets. As Head of Private Client Research, Stéphane is also responsible for the overall direction and oversight of the team's publications. Stéphane is a CFA charterholder and holds an MBA from McGill University.
The Totten Wealth Advisory Group interviewed Tom Goggins and Chris Chapman, who are co-lead Portfolio Managers for the Manulife Strategic Income Fund. Together they are responsible for portfolio management, global bond research, security selection, and risk management for the company’s global multi-sector fixed-income strategies. In this video, Tom and Chris provide their views on the state of the fixed income markets and their reasons for optimism for investment in the asset class.
The Totten Wealth Advisory Group interviewed Eric Nuttall on Wednesday, February 15, 2023. Eric Nuttall is a Partner and Senior Portfolio Manager with Ninepoint Partners LP. He joined the firm in August 2017 and was previously a Portfolio Manager at Sprott Asset Management LP since February 2003. Eric's views on the energy market are frequently sought after by the Business News Network (BNN), The Globe and Mail, the National Post, the Calgary Herald, CNBC, and the Wall Street Journal.
In this video, Eric Nuttall provides his views on the state of the energy markets and his reasons for optimism for investment in the sector.
The Totten Wealth Advisory Group interviewed Murdo MacLean on Thursday, December 15th, 2022. Murdo is a Client Investment Manager. He joined Walter Scott in 2006 and spent 12 years in the Research team focused on Japanese and US equities.
Walter Scott was established in 1983 to manage bespoke equity portfolios for institutional clients around the world. Walter Scott undertakes in-depth research to find growth companies that have the ability to consistently compound wealth over the long term. They believe that a team approach ensures better investment decisions. Key to their success is the consistent implementation of their tried-and-tested investment philosophy by an experienced, motivated, and collaborative team.
The Totten Wealth Advisory Group interviewed Richard Belley on Thursday, August 25th, 2022. Richard is Managing Director, Fixed Income Strategist and Portfolio Manager at BMO Private Wealth and has been with BMO for more than 25 years. He was named Managing Director of the BMO Portfolio Services Group (PSG) in 2011 to head a team of Portfolio Managers, and manages more than $2.0 billion for hospitals, foundations, municipalities, universities, corporations and high net worth individuals.
The Totten Wealth Advisory Group interviewed Brian Belski on Tuesday, March 29, 2022. Brian is the Chief Investment Strategist and leader of the Investment Strategy Group, and provides strategic investment and portfolio management advice to both institutional and private clients. Brian’s group produces several investment strategy publications on a regular basis, with particular focus on the U.S. and Canadian equity markets. In his more than 31 years in the investment industry, Brian has held various senior strategy and research roles, including positions at Oppenheimer & Company, Merrill Lynch, and Piper Jaffray. Brian is frequently quoted in the financial press, including regular appearances on CNBC, Bloomberg, and BNN.
The Totten Wealth Advisory Group interviewed Eric Nuttall on Wednesday, February 16, 2022. Eric Nuttall is a Partner and Senior Portfolio Manager with Ninepoint Partners LP. He joined the firm in August 2017 and was previously a Portfolio Manager at Sprott Asset Management LP since February 2003. Eric's views on the energy market are frequently sought after by the Business News Network (BNN), The Globe and Mail, the National Post, the Calgary Herald, CNBC, and the Wall Street Journal.