Investment professionals
Driven by our passion and commitment to excellence, Addenda's investment professionals possess strong analytical and forecasting skills. Through their investment strategies, the teams seek to add value in their respective asset classes, sharing research and economic analysis. They also work closely with client relationship professionals to ensure that clients' evolving investment needs are achieved.
(Information to come).
Yvan Fontaine, CFA
Senior Vice-President & Co-Chief Investment Officer
Benoît Durocher
Executive Vice-President & Chief Economic Strategist
Jean-François Pépin, CFA, FRM
Vice-President, Fixed Income Team Leader
Barbara Lambert, CFA
Senior Trader, Credit
Michel Bourque, CGA, CFA
Senior Portfolio Manager, Corporate Bonds
Karin Sullivan, CFA
Portfolio Manager, Corporate Bonds
Pascal Lapensée, CFA, CA
Portfolio Manager, Corporate Bonds
Dominic Siciliano
Portfolio Manager, Bonds
Alan Bogos
Analyst and Trader
Simon Belval, CGA
Analyst, Corporate Bonds
The Core Fixed Team members bring a broad range of experience and expertise to implement a multi strategy approach including interest rate anticipation, yield curve management, trading among sectors, individual security selection, and credit analysis
Ian A. McKinnon, CFA
Vice-President, Fixed Income
Lorraine Mickler, CFA
Vice-President, Insurance Fixed Income
Mark Vallee, CFA
Senior Portfolio Manager, Fixed Income
Diane Young, CFA
Portfolio Manager, Fixed Income
Mark Warywoda, CFA
Assistant Portfolio Manager, Money Markets
Globalization has changed the nature of equity markets and presented new challenges to Canadian investment managers. To meet this challenge, Addenda Capital integrates our Canadian and US research activities forming a North American research team. This integration enhances the strength and depth of our North American research capability. We maintain distinct Canadian and US equity investment management teams.
Nancy Collins, FLMI,CFA
Vice-President, North American Equities
Duncan Baird, CFA
Portfolio Manager, Canadian Equities
Todd Kapala, M.B.A., CFA
Portfolio Manager, Canadian Equities
Alda Pavao, CFA
Assistant Portfolio Manager
Scott Knight, FCSI, CFA, FRM
Portfolio Manager, U.S. Equities
Bill Onslow, CFA
Portfolio Manager, US Equities
Diane Quinton
Senior Equity Trader
Skillful experienced underwriting and rigorous attention to loan administration throughout the lending cycle are the keys to managing a well diversified low risk commercial mortgage portfolio. Addenda Capital's mortgage team draws on a highly tuned set of skills and a wealth of mortgage investment experience to select properties that perform well for clients investing in our segregated and pooled mortgage portfolios.
Gregory J. Dwyer, M.B.A., CFA
Vice-President, Mortgages
Elvira Dubé
Assistant Vice-President, Mortgages
Michael White, M.B.A., FCA
President and Chief Executive Officer
Jim MacDonald, M.B.A., CFA
Senior Vice-President and Co-Chief Investment officer
Benoît Durocher
Executive Vice-President & Chief Economic Strategist
Nancy Collins, FLMI,CFA
Vice-President, North American Equities
Ian A. McKinnon, CFA
Vice-President, Fixed Income
