Management |
Name of Company | EdgePoint Wealth Management Inc | Phone | 416-963-9353 | Website | www.edgepointwealth.com | Address | 150 Bloor Street West | | Toronto
M5S 2X9 | | Canada |
Domicile | Canada | Legal Structure | Open Ended Investment Company | UCITS | - | Inception Date | 17-11-2008 | | Fund Advisor(s) | EdgePoint Investment Management Inc |
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Fund Manager | Frank Mullen | Manager Start Date | 01-07-2014 |
Education | Queen's University, B.C. |
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Biography |
Frank Mullen is Portfolio Manager of EdgePoint Global Portfolio, EdgePoint Canadian Portfolio, EdgePoint Global Growth & Income Portfolio and EdgePoint Canadian Growth & Income Portfolio.
Prior to joining EdgePoint in 2009, Frank started his career at HSBC in the derivatives product group.
Frank is a Queen’s University graduate and a CFA charterholder. |
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Fund Manager | Andrew Pastor | Manager Start Date | 01-07-2014 |
Education | University of Western Ontario, B.A. |
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Biography |
Andrew Pastor is a Portfolio Manager of EdgePoint. Prior to joining EdgePoint in December 2012, Andrew was an equity research analyst at Sionna Investment Managers from May 2010 to December 2012. Previously, Andrew spent four years (from May 2006 to April 2010) at BMO Harris Investment Management as an associate in the Private Wealth department servicing investment portfolios for high-net-worth clients. Andrew earned a BA in Finance and Economics from the University of Western Ontario in 2006 and is a CFA charterholder. |
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Fund Manager | Jeff Hyrich | Manager Start Date | 15-02-2021 |
Education | University of Manitoba, B.Comm. |
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Biography |
Prior to joining EdgePoint, he was a portfolio manager at Invesco Trimark and an investment analyst at Ontario Teachers' Pension plan. He earned his B.Comm. with a double major in Finance and Accounting from the University of Manitoba and is a CFA charterholder. |
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Fund Manager | Derek Skomorowski | Manager Start Date | 04-01-2022 |
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Fund Manager | George Droulias | Manager Start Date | 04-07-2022 |
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Fund Manager | Tye Bousada | Manager Start Date | 17-11-2008 |
Education | University of Western Ontario, B.A. |
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Biography |
Tye Bousada is a founding partner, President and co-CEO of EdgePoint Investment Group Inc. He is Director of EdgePoint Wealth Management Inc. Prior to founding EdgePoint, Tye was vice president and portfolio manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1999 as a portfolio manager on the Canadian equity team. Under his management, Trimark Fund was recognized numerous times for investment achievement. Tye earned an Honours Business Administration (HBA) degree from the University of Western Ontario and is a CFA charterholder |
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Fund Manager | Geoff MacDonald | Manager Start Date | 17-11-2008 |
Education | University of Windsor, M.B.A. | Bishop's University, B.B.A. |
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Biography |
Geoff MacDonald is a founding partner, CIO and co-CEO of EdgePoint Investment Group Inc., and CIO of EdgePoint Investment Management Inc. He is Director of EdgePoint Wealth Management. Prior to founding EdgePoint, Geoff was Vice President and Portfolio Manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1998 as a vice president and portfolio manager. Geoff earned his BBA from Bishop’s University and his MBA from the University of Windsor. He is a CFA charterholder. |