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Seeks to provide a steady stream of monthly income by investing primarily in Canadian fixed-income securities and equity securities of Canadian companies. The Fund may also invest in units of royalty trusts and real estate investment trusts.
Name | Title | Since | Until |
---|---|---|---|
Not Disclosed | - | 2022 | Now |
Alan Wicks | Vice President, Senior Portfolio Manager | 2005 | 2022 |
Biography | Alan Wicks is a senior managing director and senior portfolio manager for Manulife Asset Management. Alan is founder and team leader for the Value Equity team. The team has won numerous investment awards and accolades over the past 20 years. The team manages multiple strategies for institutional and retail clients, including Canadian All Cap Equity, Canadian Large Cap Value Equity, Canadian Focused Equity, Dividend Income, U.S. Dividend Income, Canadian Balanced, U.S. Balanced and Global Balanced. Alan is the lead manager for all Balanced Strategies. | ||
Gary Stewart | Portfolio Manager | 2001 | 2001 |
Biography | Mr. Stewart joined Lincluden as a fixed income portfolio manager. Prior to joining Lincluden, he held the position of Vice President and Senior Portfolio Manager, North American Fixed Income at MFC Global Investment Management. In that role he had responsibility for the management of C$20 billion of Canadian and U.S. fixed income investments for a variety of Canadian and U.S. based corporate, institutional and mutual fund clients. Mr. Stewart has over 35 years of investment experience including senior positions in fixed income management with ING Investment Management in both Canada and and US | ||
Gordon Higgins | Other Executives | 2001 | 2001 |
Biography | Gordon leads the Equity Management Team, which is responsible for equity selections and risk management techniques for a number of closed-end trust portfolios. Gordon has more than 20 years of experience in the financial services industry, including 15 years as a portfolio manager specializing in North American equities. His experience includes the lead management of a $2.3 billion fund. He joined Sentry Select in 2004. |
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