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Empire Life Asset Allocation - Class D (0P0000F4N9)
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Empire Asset Allocation - Class D
52.428
-0.120
-0.24%
- Overview
- Profile
- Historical Data
- Holdings
0P0000F4N9 Overview
On this page you'll find an in-depth profile of Empire Life Asset Allocation - Class D. Learn about the key management, total assets, investment strategy and contact information of 0P0000F4N9 among other information.
Investment Strategy
The fundamental investment objective of the Fund is long-term growth achieved by actively managing the asset mix of money market instruments, fixed income investments and equity investments in the Fund according to current market and economic conditions.
Contact Information
Address
259 King Street East
Kingston,ON K7L 3A8
Canada
Kingston,ON K7L 3A8
Canada
Phone
613 548 1890
Fax
613 548 0357
Web
www.empire.ca
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Greg Chan | - | 2020 | Now |
| Biography | Greg Chan joined Empire Life Investments Inc. as a Senior Investment Analyst in 2018. As a member of the Empire Life Investments Team he is responsible for providing research and support for our Canadian equity portfolios. Greg began his career in 2006 and has held progressive roles at a leading Canadian investment firm. His most recent experience as an investment analyst included covering and researching multiple sectors to support Canadian, Global and U.S. portfolios. | ||
| Ashley Misquitta | Portfolio Manager | 2021 | 2023 |
| Biography | Ashley is a portfolio manager for Trimark Investments, based in Toronto. Ashley is from Toronto. He began his investment career in 2004 at BMO Capital Markets, where he worked as an equity research associate. After that, he worked in the same capacity at National Bank Financial. He joined the company in 2008 as an investment analyst and became a portfolio manager in 2012. He earned a BA in Economics from the University of Western Ontario and an MBA from the University of Notre Dame, and holds the Chartered Financial Analyst designation. | ||
| Doug Cooper | Portfolio Manager | 2017 | 2023 |
| 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 | ||
| Sara Shahram | Portfolio Manager | 2019 | 2021 |
| Biography | Sara joined Beutel Goodman in 2023 and has more than 20 years of investment industry experience. As Vice President, Canadian Equities, she has analytical and portfolio management responsibilities as part of the Canadian Equity team. Most recently, Sara was a portfolio manager at Empire Life Investments, with a primary focus on Canadian equities. She is a CFA charterholder and holds a Bachelor of Commerce degree and an MBA from the University of Toronto. | ||
| Ian Hardacre | Vice President | 2016 | 2021 |
| 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. | ||
| Lieh Wang | Portfolio Manager | 2016 | 2017 |
| 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. | ||
| Nessim Mansoor | Portfolio Manager | 2010 | 2016 |
| Biography | Nessim Mansoor is responsible for managing Empire Life’s Canadian equity investment portfolios. He is the lead manager of Empire Life's Canadian Equity Fund, the Premier Equity Fund and co‐manages the Asset Allocation Fund. Prior to joining Empire Life, Nessim worked at CIBC Global Asset Management as Vice‐President, Canadian equities, where he was an integral part of a team responsible for managing more than $5 billion in assets. His professional experience also includes positions at Merrill Lynch Investment Managers Canada, and Deloitte & Touche. Nessim is a CA and has a CFA designation. | ||
| Gaelen Morphet | Portfolio Manager | 2010 | 2016 |
| Biography | Gaelen joined Sentry in 2016 to head up our investment management team. Gaelen is well known and highly regarded within, and beyond, the investment industry. Gaelen has a Bachelor of Arts (Honours) from Western University and holds the Chartered Financial Analyst (CFA) designation. | ||
| Jane Halliday | Other Executives | 2009 | 2010 |
| Biography | Jane Halliday joined Empire in November 2002 after having spent nine years managing U.S. Equities for a major pension fund. She has over 20 years of experience as an investment professional. Her achievements include a CFA designation. | ||
| Dean Wilkinson | Co-Manager | 2009 | 2010 |
| Biography | Dean has over 17 years experience in the investment management industry, having worked as an analyst and portfolio managers at severl firms before joining Empire Life in August of 2008. He is reponsible for co-managing our Canadian equity investments. His achievements include a CFA designation. | ||
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