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The fundamental investment objective of this Fund is to provide dividend income and medium- to long-term capital growth by investing primarily in high-yielding Canadian equities and fixed income securities. The Fund will be managed to allow Canadian residents to take advantage of the Canadian dividend tax credit or other tax-advantaged programs. The Fund’s investment advisor selects a diversified portfolio of primarily Canadian common equities, preferred equities, income trust units and fixed income securities.
Name | Title | Since | Until |
---|---|---|---|
Zayem Lakhani | Portfolio Manager | 2017 | Now |
Carol Lum | Portfolio Manager | 2017 | 2021 |
James R. Huggan | Other Executives | 2017 | 2021 |
Biography | Jim Huggan, CFA Bcomm, joined the firm in July 1999 as a Senior Portfolio Manager, responsible for Canadian Fixed Income. Prior to this, Jim spent over 2 years as a Senior Portfolio Manager for the Fixed Income Component of the Workers' Compensation Board of BC Accident fund. Previously, Jim was a Portfolio Manager at the British Columbia Provincial Treasury Investments Branch and has over 12 years of investment experience. | ||
William McLeod | Portfolio Manager | 1995 | 2017 |
Greg Bay | President | 1995 | 1998 |
Biography | Greg has more than 27 years of investment experience. In 1998, he became one of the founding partners at Cypress Capital Management and today is the company’s President. Before joining Cypress, Greg was a managing partner at M.K. Wong & Associates (now HSBC Asset Management Canada Ltd.) where he was the lead on their Lotus Canadian Equity and Hong Kong Bank Small Cap Growth funds. | ||
Robert Dehart | - | 1995 | 1998 |
Biography | Bob has been in the investment business for over 22 years. After graduating from the University of British Columbia in 1967, and subsequently articling with Arthur Anderson for two years, Bob began his extensive investment career in 1972 as Fixed Income Analyst At Burns Fry, now Nesbitt Burns. |
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