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The underlying fund is the Mawer Balanced Fund. The investment objective is to preserve capital and to achieve long-term income and capital returns by investing in other mutual funds offered by Mawer Investment Management Inc. as well as common shares, preferred shares, treasury bills, short-term notes, debentures, and bonds.
Name | Title | Since | Until |
---|---|---|---|
Greg Peterson | Director | 2012 | Now |
Biography | Greg Peterson is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2002. He is also lead manager of the Mawer Balanced Strategy and Mawer Global Balanced Strategy, as well as the asset allocation team lead. Mr. Peterson served on Mawer’s Board of Directors from 2004 to 2020. Mr. Peterson has been working in the financial services industry since 1991. He is a Chartered Financial Analyst charterholder; member of the CFA Institute, the Calgary CFA Society; a Calgary Flames Ambassador; and is a past treasurer and director of Ronald McDonald House, Southern Alberta. |
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