CALL

LOCATE

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

David Burrows

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 June 30th, 2017*
1 Year 3 Years 5 Years 10 Years Yield
Barometer: High Income 6.20% 2.90% 7.70% 9.20% 2.00%


Michael Simpson, Vice President & Senior Portfolio Manager
Sentry Investments

Michael Simpson

Michael Simpson, CFA, has over 25 years' experience in the financial industry and is considered one of Canada's leading equity income authorities. He joined Sentry in 2002 and specializes in dividend- and income-paying securities with a keen focus on free cash flow to sustain reliable dividends. Michael was honoured at the 2013 Lipper Fund Awards with the inaugural Excellence in Fund Management Award, which recognizes outstanding asset managers who have delivered consistently strong risk-adjusted returns to investors and represents only the very best in the industry. He is also a seven-time winner of a Brendan Wood International Canadian TopGun Investment Mind Award (2009, 2010, 2012, 2013, 2014, 2015/16 and 2017 and has received Platinum Class recognition for having received four TopGun awards in a row.

www.sentry.ca

Mandate Annualized Returns as of June 30th, 2017*
1 Year 3 Years 5 Years 10 Years Yield
Sentry Investments: Equity Income 15.60% 9.00% 14.60% 12.40% 2.0%

Click on Sentry’s logo below to learn more about Sentry’s exciting new Real Income™ Solutions for Retirees!


Paul Musson, Senior Vice President, Lead Portfolio Manager
Mackenzie Ivy Team

Paul Musson

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 June 30th, 2017*
1 Year 3 Years 5 Years 10 Years Yield
Mackenzie Ivy: Global Equity 9.00% 12.30% 15.10% 9.70% 2.40%

Steve Vertes, Lead Portfolio Manager
Connor, Clark & Lunn Investment Management

Steve Vertes

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 June 30th, 2017*
1 Year 3 Years 5 Years 10 Years Yield
CC&L: Core Income & Growth 8.70% 9.00% 11.10% 9.30% 3.50%

 


Tyler Mordy, President and Chief Investment Officer
Forstrong Global Asset Management

Tyler Mordy

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.frostrong.ca

Mandate Annualized Returns as of June 30th, 2017*
1 Year 3 Years 5 Years 10 Years Yield
Forstrong: Global Income Focus 6.40% 9.30% 9.20% N/A 2.50%

 


*Raymond James Separately Managed Account (SMA), Rogerscasey Quarterly, annualized returns gross of fees as of June 30th, 2017. 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.