Fiona Wilson
Gestionnaire de Portefeuille-Actions chez Guardian Capital LP
Profil
Ms. Fiona S.
Wilson, CFA MBA, is a Senior Portfolio Manager at Guardian Capital LP.
She joined the firm in 2011 in her current role.
She brings over 25 years of global experience.
Her responsibilities include portfolio and risk management for the suite dividend mandates.
She has co-managed the global, US and Canadian dividend strategy since 2011.
Prior to joining Guardian Capital, she was Portfolio Manager, Derivative Instruments with Ontario Municipal Employees Retirement System (OMERS).
Her previous roles included Head of Currency Options Marketing, South East Asia for Société Générale with postings in Tokyo, Singapore, and London.
She entered the financial services industry in 1989, when she joined CIBC as an options trader.
She graduated from the University of Western Ontario with a BA, and obtained an Honours Bachelor of Commerce and MBA from the University of Windsor.
She is a CFA charter holder.
Postes actifs de Fiona Wilson
| Sociétés | Poste | Début |
|---|---|---|
Guardian Capital LP
 Guardian Capital LP Investment ManagersFinance Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients. | Gestionnaire de Portefeuille-Actions | 01/05/2011 |
Anciens postes connus de Fiona Wilson
| Sociétés | Poste | Fin |
|---|---|---|
Independent Insight
 Independent Insight Investment ManagersFinance Founded in 2009 by Ian Prittie, Independent Insight is an independent equity research firm located in Toronto, Ontario. The firm's clients are primarily individual, retail investors. Independent Insight seeks to provide their subscribers with independent, unbiased and thorough fundamental analysis on select companies, with both buy and sell recommendations. The firm tends to focus on investments with longer-term positional holding periods. Their research is constantly monitored and updated to ensure the continued accuracy of their recommendations. Independent Insight employs a fundamental analysis process that seeks to identify companies with the potential for long-term competitiveness and value. The firm would recommend the sale of a security if (1) the valuation becomes so high that they believe the buy recommendation is unsafe or (2) the fundamentals of their investment thesis change significantly. Independent Insight's research tends to focus on the stocks of smaller-cap companies. They look for: (1) companies with better characteristics for long term growth and (2) companies that are not followed at all or are underfollowed by traditional research firms which offer a better chance of a cheaper or mispriced valuation. | Corporate Officer/Principal | 30/04/2011 |
OMERS Administration Corp.
 OMERS Administration Corp. Investment ManagersFinance OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario. | Gestionnaire de Portefeuille-Actions | 31/10/2003 |
Société Générale de Financement du Québec
 Société Générale de Financement du Québec Investment ManagersFinance A department of the province of Québec, the Société Générale de Financement du Québec (SGF) provides development capital for businesses. They are headquartered in Montreal with offices in Québec and Saint-Hyacinthe. The firm was founded in 1962. | Corporate Officer/Principal | 31/12/1996 |
CIBC Capital Partners
 CIBC Capital Partners Investment ManagersFinance Established in 1989, CIBC Capital Partners, the venture group of CIBC World Markets' Capital Partners Division, is headquartered in Toronto with additional offices in Boston, New York City and San Francisco. Their ultimate parent is Canadian Imperial Bank of Commerce (TSX: BCM). | Corporate Officer/Principal | 31/07/1992 |
Formation de Fiona Wilson
| University of Western Ontario | Undergraduate Degree |
| University of Windsor | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
OMERS Administration Corp.
OMERS Administration Corp. Investment ManagersFinance OMERS Administration Corp. (AC) is a Canadian pension fund manager headquartered in Toronto, Ontario. The firm manages the assets of the Ontario Municipal Employee Retirements System (OMERS) which was founded in 1962. Formerly known as the Ontario Municipal Employees Retirement Board, AC is responsible for pension services and administration, investments, and plan valuation on behalf of active, deferred and retired employees of nearly various municipalities, school boards, libraries, police and fire departments, and other local agencies in communities across Ontario. | Finance |
Société Générale de Financement du Québec
Société Générale de Financement du Québec Investment ManagersFinance A department of the province of Québec, the Société Générale de Financement du Québec (SGF) provides development capital for businesses. They are headquartered in Montreal with offices in Québec and Saint-Hyacinthe. The firm was founded in 1962. | Finance |
Guardian Capital LP
Guardian Capital LP Investment ManagersFinance Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients. | Finance |
CIBC Capital Partners
CIBC Capital Partners Investment ManagersFinance Established in 1989, CIBC Capital Partners, the venture group of CIBC World Markets' Capital Partners Division, is headquartered in Toronto with additional offices in Boston, New York City and San Francisco. Their ultimate parent is Canadian Imperial Bank of Commerce (TSX: BCM). | Finance |
Independent Insight
Independent Insight Investment ManagersFinance Founded in 2009 by Ian Prittie, Independent Insight is an independent equity research firm located in Toronto, Ontario. The firm's clients are primarily individual, retail investors. Independent Insight seeks to provide their subscribers with independent, unbiased and thorough fundamental analysis on select companies, with both buy and sell recommendations. The firm tends to focus on investments with longer-term positional holding periods. Their research is constantly monitored and updated to ensure the continued accuracy of their recommendations. Independent Insight employs a fundamental analysis process that seeks to identify companies with the potential for long-term competitiveness and value. The firm would recommend the sale of a security if (1) the valuation becomes so high that they believe the buy recommendation is unsafe or (2) the fundamentals of their investment thesis change significantly. Independent Insight's research tends to focus on the stocks of smaller-cap companies. They look for: (1) companies with better characteristics for long term growth and (2) companies that are not followed at all or are underfollowed by traditional research firms which offer a better chance of a cheaper or mispriced valuation. | Finance |
