![Rob Taylor](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Robert J.
Taylor, CFA, is a Senior Vice President & Chief Investment Officer at Canoe Financial LP.
He is a multi award-winning portfolio manager whose investment career spans more than two decades.
Since joining Canoe in July 2013, he has been lead manager of Canoe EIT Income Fund (TSX: EIT.UN), Canoe Equity Portfolio Class, Canoe Asset Allocation Portfolio Class and Canoe North American Income Portfolio Class.
He currently manages $2.7 billion in assets for the firm.
He is a senior partner and leads the firm’s Asset Allocation Committee.
As Interim Chief Investment Officer, he is responsible for managing Canoe’s overall investment strategy, and will oversee the investment team, all sub-advisory relationships and performance of the firm’s 20 mandates.
Mr. Taylor was previously employed as a Vice President & Portfolio Manager by BMO Asset Management, Inc., a Principal by CIBC World Markets, Inc., and a Principal by Pricewaterhousecoopers LLC.
He received his undergraduate degree from Wilfrid Laurier University.
Aktiva positioner av Rob Taylor
| Företag | Position | Start |
|---|---|---|
Canoe Financial LP
 Canoe Financial LP Investment ManagersFinance Canoe actively manages assets across a diversified range of open-end mutual funds, and private energy equity products. The firm’s Canoe EIT Income Fund seeks to maximize monthly distributions relative to risk and maximize monthly distributions and capital appreciation by investing in a broadly diversified portfolio of high-quality securities. | Chef för investeringar | 2021-01-01 |
Tidigare kända positioner av Rob Taylor
| Företag | Position | Slut |
|---|---|---|
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | - |
Pricewaterhousecoopers LLC | Företagsledare/Principal | - |
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Portföljförvaltare-Aktier | 2013-06-30 |
Rob Taylors utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
18
Första gradens relationer
5
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 5 |
|---|---|
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Finance |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wilfrid Laurier University
 Wilfrid Laurier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Canoe Financial LP
Canoe Financial LP Investment ManagersFinance Canoe actively manages assets across a diversified range of open-end mutual funds, and private energy equity products. The firm’s Canoe EIT Income Fund seeks to maximize monthly distributions relative to risk and maximize monthly distributions and capital appreciation by investing in a broadly diversified portfolio of high-quality securities. | Finance |
Pricewaterhousecoopers LLC |
