Areas of Expertise
- Capital allocation
- Canadian and global equities
Rachel shares her deep understanding of portfolio construction and positioning with clients and prospects, and ensures they understand our value proposition and manager of managers investment strategy.
In her role as senior portfolio manager for our Investment Management Unit, Rachel is responsible for the management and oversight of the Canadian large-cap and small-cap managed multi-manager portfolios. Additionally, she works with the manager research team to identify and select appropriate third party managers for inclusion in the equity portfolios.
She has 21 years of experience in financial services including a head of fundamental research, performing manager due diligence, as a portfolio manager.
Rachel holds a B.A. from University of Toronto, an MBA from York University School of Business and is a CFA Charterholder