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Empire Life Balanced Portfolio - Class H (0P0000I3XK)

Toronto

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20.013 -0.080 -0.38%

26/06 - Closed. Currency in CAD ( Disclaimer )

Morningstar Rating:
Total Assets: 96.42M

Type: Fund

Market: Canada

Issuer: The Empire Life Insurance Co

Asset Class: Other

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0P0000I3XK Overview

On this page you'll find an in-depth profile of Empire Life Balanced Portfolio - Class H. Learn about the key management, total assets, investment strategy and contact information of 0P0000I3XK among other information.

Investment Strategy

The Fundamental investment objective of the Fund (the principal Fund) is to provide a balance between a high level of income and capital growth by investing in units of Empire Life Segregated Funds (the secondary Funds).

Contact Information

Address 259 King Street East
Kingston,ON K7L 3A8
Canada

Phone 613 548 1890

Fax 613 548 0357

Web www.empire.ca

Top Executives

Name	Title	Since	Until
Ian Fung	Portfolio Manage	2021	Now
Greg Chan	-	2020	Now
Biography	Greg Chan joined Empire Life Investments Inc. as a Senior Investment Analyst in 2018. As a member of the Empire Life Investments Team he is responsible for providing research and support for our Canadian equity portfolios. Greg began his career in 2006 and has held progressive roles at a leading Canadian investment firm. His most recent experience as an investment analyst included covering and researching multiple sectors to support Canadian, Global and U.S. portfolios.
David Mann	lead manager	2019	Now
Biography	David is the lead manager of the Empire Life International Equity GIF, manager of the Empire Life Global Dividend Growth GIF and co-manager of Empire Life Global Equity GIF and Empire Life Global Smaller Companies GIF. David has more than 10 years of investment industry experience, holding progressive roles at a Canadian independent wealth management firm. In addition to his role as Portfolio Manager, where he focused on investing in international equities in all markets outside North America, he was also Director of Equity Research.
Jennifer Law	Global Equity Group	2017	Now
Biography	Jennifer Law joined CIBC Asset Management Inc. in May 2003. Ms. Law is a member of the Global Equity group, operating from within the firms Investment Management Platform, and is responsible for the Canadian equity small cap growth product. She is also a CFA charterholder.
Doug Cooper	Portfolio Manager	2017	Now
Biography	Doug Cooper is an investment research analyst for Harbour Advisors with an emphasis on Harbour's foreign funds, and a Portfolio Manager on Harbour Voyageur Corporate Class. He joined Harbour in 2007. Prior to that, he worked for CI Investments in various roles in Sales and Marketing. He holds the Chartered Financial Analyst designation and graduated from Queen's University with an Honours BA in economics and philosophy
Ashley Misquitta	Portfolio Manager	2017	Now
Biography	Ashley is a portfolio manager for Trimark Investments, based in Toronto. Ashley is from Toronto. He began his investment career in 2004 at BMO Capital Markets, where he worked as an equity research associate. After that, he worked in the same capacity at National Bank Financial. He joined the company in 2008 as an investment analyst and became a portfolio manager in 2012. He earned a BA in Economics from the University of Western Ontario and an MBA from the University of Notre Dame, and holds the Chartered Financial Analyst designation.
Sara Shahram	Portfolio Manager	2019	2021
Biography	Sara joined Beutel Goodman in 2023 and has more than 20 years of investment industry experience. As Vice President, Canadian Equities, she has analytical and portfolio management responsibilities as part of the Canadian Equity team. Most recently, Sara was a portfolio manager at Empire Life Investments, with a primary focus on Canadian equities. She is a CFA charterholder and holds a Bachelor of Commerce degree and an MBA from the University of Toronto.
Ian Hardacre	Vice President	2016	2021
Biography	Ian is Head of Canadian Equities for Trimark Investments, based in Toronto. Ian is from Toronto and began his investment career in 1991 as an account manager in the commercial banking division of the Hongkong Bank of Canada. He has also worked as a manager in corporate credit at The Bank of Nova Scotia. Prior to joining the company in 1997, he was an assistant portfolio manager at the Ontario Teachers’ Pension Plan Board. He earned an MBA and a B.Comm. from McMaster University, and he holds the Chartered Financial Analyst designation.
Geoff Johnston	Portfolio Manager	2010	2021
Biography	Geoff joined Empire Life in 2004 as Portfolio Manager, Fixed Income. He is a member of the Investment Team providing investment management for segregated funds and mutual funds. Geoff holds a Bachelor of Business Administration degree with a concentration in Finance from Bishop’s University. He has a Chartered Financial Analyst (CFA) designation and is a member of the Toronto CFA Institute.
Amber Sinha	Senior Portfolio Manager	2010	2019
Biography	Mr. Sinha, Senior Portfolio Manager, Global Equities responsible for managing global and international mandates at CIBC Asset Management. Prior to joining CIBC in 2019, he worked at Empire Life Investments as a Senior Portfolio Manager, where he managed global and international equity mandates. He holds a Bachelor of Arts degree in Economics from the University of Delhi in India, a Master of Science degree from the University of Warwick in England, and an MBA from the Schulich School of Business at York University. He is a CFA charter holder and a member of the CFA Society of Toronto.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Empire Balanced P.	20.013	-0.080	-0.38%