Portfolio Managers
Johnson Legacy Wealth Management utilizes 19 third-party Portfolio Managers as part of our Partners Program. Our current favourites are listed below.
David Burrows
President, Chief Investment Strategist, Barometer Capital Management
Manager Portfolio
As Chief Investment Strategist at Barometer Capital, David leads the Barometer team's top-down, market and sector risk strategies. A frequent guest as a market commentator on BNN and CBC, he believes that "market volatility creates opportunity" and uses Barometer's Disciplined Leadership Approach to weather volatility, protect capital and identify market opportunities. With over 30 years of experience, he works to identify the changing market leadership themes. As a tactical manager, Barometers portfolios were up to 70% cash and cash equivalents before Lehman Brothers failed in 2008, thereby escaping most of the waterfall crash later that year. Barometer has received a number of prestigious Lipper Fund Awards over the years because of their focus on protecting downside risk while participating in the upside of a market rally.
www.barometercapital.ca
| Mandate | Annualized Returns as of December 31st, 2020* | |||||
| 1 Year | 3 Years | 5 Years | 10 Years | Yield | ||
| Barometer: High Income | .50% | 3.90% | 5.90% | 7.10% | 2.80% | |
Conard Dabiet
Senior Managing Director and Senior Portfolio Manager, Manulife Investment Management
Manager Portfolio
Conrad Dabiet, CFA, is a senior managing director and senior portfolio manager for Manulife Investment Management’s Value Equity team. The team has won numerous investment awards and accolades over the past 20 years. The Value Equity team manages multiple strategies for institutional and retail clients including Canadian All Cap Equity, Canadian Large Cap Value Equity, Canadian Focused Equity, Dividend Income, US Dividend, Canadian Balanced, US Balanced and Global Balanced. Conrad is the lead manager for Dividend Income and US Dividend Income strategies. Prior to joining the Value Equity team, Conrad completed Manulife’s Investment Division Rotational Program, which is designed to attract high-caliber, junior professionals and develop their skills in a variety of core competencies within the organization. www.manulifeim.com
| Mandate | Annualized Returns as of December 31st, 2020* | |||||
| OTD | 1 Years | 3 Years | 5 Years | Yield | ||
| Manulife Investments: N.A Dividend Income | 4.50% | 18.10% | 15.80% | N/a | 1.20% | |
Paul Musson
Senior Vice President, Lead Portfolio Manager, Mackenzie Ivy Team
Manager Portfolio
Paul’s career in the investment industry began in 1992. He has been with Mackenzie Investments since 2000. Prior to joining Mackenzie Investments, Paul worked within the corporate and investment banking arm of a large Canadian bank for four years in the institutional sales area, with a focus on international equities.
Preservation of capital is the hallmark of Ivy style. With the flexibility to be up to 30% cash, Paul believe that protecting on the downside and participating enough on the upside will lead to above-average compound returns over a full market cycle. Paul’s portfolio is currently rated five stars by Morningstar which is the highest rating given by the independent investment research firm. Winners of 2015 Fundata FundGrade A+ Awards for consistent and outstanding risk-adjusted performance in their respective categories. Paul has a BComm (Finance) from Concordia University. He is also a CFA charter holder.
www.mackenzieinvestments.com
| Mandate | Annualized Returns as of December 31st, 2020* | |||||
| 1 Year | 3 Years | 5 Years | 10 Years | Yield | ||
| Mackenzie Ivy: Global Equity | 13.70% | 9.60% | 7.60% | 11.60% | 1.08% | |
Steve Vertes
Lead Portfolio Manager, Connor, Clark & Lunn Investment Management
Manager Portfolio
Steve Vertes is the lead Portfolio Manager for the CC&L Core Income & Growth portfolio. Steve is a partner and member of the Fundamental Equity team at CC&L Investment Management, one of Canada's largest independently owned investment managers. Steve has been named a Top 50 Equity Portfolio Manager in Canada by Brendan Wood International (2010) and in 2017 received Platinum Class recognition for having received four TopGun awards in a row. Steve has an Honours Degree in Business Administration from the Richard Ivey School of Business and holds the CFA designation.
www.cclgroup.com
| Mandate | Annualized Returns as of December 31st, 2020* | |||||
| 1 Year | 3 Years | 5 Years | 10 Years | Yield | ||
| CC&L: Core Income & Growth | 4.90% | 6.80% | 8.40% | 9.60% | 2.96% | |
Tyler Mordy, CFA, CEO
President and Chief Investment Officer, Forstrong Global Asset Management
Manager Portfolio
Tyler Mordy, CFA, is President and CIO for Forstrong Global. Since joining the firm in 2003, Tyler has become a recognized innovator in the design and application of “global macro” ETF portfolios. He is widely quoted and interviewed by the financial media for his views on global investment strategy and ETF trends. Recently, ETF.com profiled Tyler as one of the “best and brightest” working in the ETF strategist industry and described him as “a money manager for the modern era”. CNBC has also called Tyler one of the “best independent ETF experts”. Prior to joining Forstrong, Tyler gained international experience at Deutsche Asset Management in London, UK. He is a graduate of the University of British Columbia (Mathematics and English Literature). www.forstrong.com/
| Mandate | Annualized Returns as of December 31st, 2020* | |||||
| 1 Year | 3 Years | 5 Years | 10 Years | Yield | ||
| Forstrong: Global Balanced | 12.00% | 7.40% | 7.00% | 8.50% | 1.50% | |
Amy Steciuk, CFA
Portfolio Manager, Cougar Global Investments
Manager Portfolio
Amy began her career at the Bank of Canada in the Financial Markets Department, where she reported on interest rates, currencies, and other aspects of global capital markets that influenced the Bank’s setting of monetary policy. In the aftermath of the global financial crisis, through operational duties, she helped support the continuous functioning of Canadian financial markets. Working in the non-profit sector, Amy gained experience performing financial statement analysis and due diligence for donors across a spectrum of Canadian charities. Furthermore, Amy has worked in diverse places including Seoul, South Korea and a French-speaking town in Quebec. Basic knowledge of Mandarin rounds off the demonstration of her interest in exploring foreign cultures. At the University of Western Ontario, Amy earned an Honors BSc in Financial Economics with distinction and is a CFA Charter holder. www.cougarglobal.com
| Mandate | Annualized Returns as of December 31st, 2020* | |||||
| 1 Year | 3 Years | 5 Years | 10 Years | Yield | ||
| Cougar: Global Tactical Balanced | 11.80% | 8.40% | 8.00% | 8.80% | 1.47% | |
Izet Elmazi, CPA, CA, CFA
Chief Investment Officer, Bristol Gate
Manager Portfolio
Izet joined Bristol Gate in May 2018, bringing almost two decades of experience with him. In his prior roles, he was a Vice President & Portfolio Manager at an emerging high net worth asset manager and, before that, a Portfolio Manager on a team managing approximately $7 billion at a major Canadian bank.
Izet focused his undergraduate studies in accounting, knowing that a broad exposure to a variety of industries and the ability to understand financial statements would be an asset for his true passion, equity analysis. Having recently joined Bristol Gate, he was attracted to the firm because of its singularly focused, concentrated dividend growth investment philosophy. History has proven that a track record of regular dividend increases is an excellent indicator of the underlying health of a business that not only provides compounding over time but also relative stability during periods of stress. https://www.bristolgate.com/
| Mandate | Annualized Returns as of December 31st, 2020* | |||||
| 1 Year | 3 Years | 5 Years | 10 Years | Yield | ||
| Bristol Gate: US Dividend Grower | 9.00% | 15.80% | 11.60% | 19.30% | 1.11% | |
*Raymond James Separately Managed Account (SMA), Rogerscasey Quarterly, annualized returns gross of fees as of December 31st, 2020. Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Separately Managed Accounts (SMA) are not guaranteed, their values change frequently and past performance may not be repeated. Management fees and expenses may be associated with exchange-traded fund investments. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Securities-related products and services are offered through Raymond James Ltd., member-Canadian Investor Protection Fund. Insurance products and services are offered through Raymond James Financial Planning Ltd., which is not a member-Canadian Investor Protection Fund. Rogerscasey is a Division of Segal Advisors.
