Signature Advisors  



Why choose Signature?

Deep and specialized team collaborating across the financial system

The Signature team is organized so that its portfolio managers and analysts are specialists in specific global equity sectors or fixed-income asset classes. This specialist model contributes significantly to Signature’s informational advantages.

Chief Investment Officer
Global Investment Strategists
Global Sector / Asset Class Specialists
Head of Equities
Head of Credit
 

Director of Research, Asia
Gorlen Zhou, CFA

Tech, Media, Telecom
Malcolm White, CFA
Jeremy Yeung, CFA
Jayson Huang, CFA

Financials
John Hadwen, CFA
Goshen Benzaquen
George Zhao

Consumer Staples/Discretionary
Stephane Champagne
Henry Kwok
Alexander Payne

Health Care
Jeff Elliott, CFA, PhD
David Cho, CFA

Energy & Materials
Robert Lyon, CFA
Curtis Gillis, CFA
Hoa Hong, CFA
Jackie Przybylowski

Infrastructure
& Real Estate

Eric Bushell, CFA
Kevin McSweeney, CFA
Joshua Varghese, CFA
Sydney Van Vierzen

Industrials & Utilities
Massimo Bonansinga, MBA
Alex Yang, CFA
Janice Wong, CFA

High Yield
Geof Marshall, CFA
Brad Benson, MA
Carlton Ling, CFA
Darren Arrowsmith, CFA
Carson Tong, CFA
Simona Destefano

Investment Grade
John Shaw, CFA
Derek Tucker, MA
Leanne Ongaro, CFA
Glenn Drodge, CFA

Preferreds
John Shaw, CFA

Chief Investment Officer

Eric Bushell Eric Bushell, CFA
Senior Vice-President, Portfolio Management and Chief Investment Officer

Eric Bushell, Senior Vice-President, Portfolio Management and Chief Investment Officer, began his career as an equity analyst and trader at BPI Mutual Funds in 1993, before becoming a portfolio manager at the firm. He joined CIís Signature team in 1999 when BPI became part of CI Investments. He was named Chief Investment Officer of Signature in 2002. He was named Morningstarís Fund Manager of the Decade in 2010, Morningstarís Equity Fund Manager of the Year in 2009 and Investment Executive's Fund Manager of the Year for 2008. Mr. Bushell holds a BA from Queen's University and the Chartered Financial Analyst designation.

Eric Bushell is also a specialist for:

• Global Investment Strategists
• Infrastructure & Real Estate
• Foreign Exchange


Global Investment Strategists

Drummond Brodeur Drummond Brodeur, CFA
Senior Vice-President and Global Strategist

Drummond Brodeur, is Senior Vice-President and Global Strategist at Signature Global Asset Management. Mr. Brodeur has been in the investment industry since 1989. He has a strong background focused on China and the Pacific Basin. Prior to joining Signature in 2007, he oversaw international portfolios as Vice-President, Investments, at KBSH Capital Management Ltd. Previously, he was a senior analyst of Asian equities with the Caisse de Depot and Portfolio Manager, Asian Equities at Bankers Trust Australia. Mr. Brodeur holds a BA from the University of Western Ontario, an MA and MBA from Monash University, Melbourne, Australia, and the Chartered Financial Analyst designation.


Jean-Philippe Bry Jean-Philippe Bry
Vice-President, Strategist

Jean-Philippe Bry began his career in the investment industry in 1989. Before he joined Signature, he was an international portfolio manager with McLean Budden, a global portfolio manager with Amundi Asset Management in London, England, and global financial portfolio manager with Amundi Asset Management in Paris. Prior to working in the asset management industry, Mr. Bry worked for RBC Capital markets as director of institutional sales in Europe. Jean-Philippe holds a Bachelor of Arts degree in Economics from Carleton University in Ottawa.


Matthew Strauss Matthew Strauss, CFA
Vice-President, Portfolio Management and Portfolio Manager

Matthew Strauss, Vice-President, Portfolio Management and Portfolio Manager, has more than 20 years of investment experience, specializing in currencies, fixed income and macro strategies. Mr. Strauss joined Signature in 2011 and focuses on emerging market investments, providing macroeconomic, country and sector strategies. He also leads the currency team, which oversees the foreign exchange overlay at Signature, and is a member of the Signature Asset Allocation Committee. He has extensive international experience, having worked as Chief Strategist at the largest retail bank in Africa and as Senior Fixed Income and Currency Strategist at RBC Capital Markets. Mr. Strauss holds the Chartered Financial Analyst designation, a Bachelor of Commerce degree and an MA in Economics from the University of Stellenbosch, South Africa.

Matthew Strauss is also a specialist for:

• Foreign Exchange



Global Sector / Asset Class Specialists

Head of Equities

Robert Lyon Robert Lyon, CFA
Senior Vice-President, Portfolio Management and Portfolio Manager

Robert Lyon, Senior Vice-President, Portfolio Management and Portfolio Manager, is responsible for Signature’s holdings in the natural resource equity sectors. He rejoined Signature in 2015 after working as a portfolio manager on the team from 1999-2006.

Mr. Lyon started in the investment industry in 1993, and held positions as a research analyst at major Canadian investment dealers and fund manager I.A. Michael Investment Counsel. In 1997, he joined BPI Mutual Funds, where he assumed responsibility for its resource fund. He joined CI’s Signature team in 1999, when BPI was acquired by CI Investments, and became portfolio manager of the Signature Global Resource and Signature Global Energy funds. From 2006-2008, he was Vice-President, Proprietary Trading at Toronto-Dominion Bank and in 2008, he joined AGF Investments, where he was Senior Vice-President and Portfolio Manager with responsibility for the Canadian and global natural resource funds. He holds a bachelor of commerce degree from Carleton University and the Chartered Financial Analyst designation.

Robert Lyon is also a specialist for:

• Energy & Materials


Director of Research, Asia

Gorlen Zhou Gorlen Zhou, CFA
Director of Research, Asia

Gorlen Zhou, Director of Research, Asia, heads Signature’s Hong Kong office. His responsibilities include providing forecasts and analysis focused on the Chinese economy and government policy, as well as investment research on the Chinese aerospace, automotive, industrial and utilities sectors. Prior to joining Signature in 2011, he worked as a valuation analyst at Bank of Montreal. Mr. Zhou holds a business degree from the University of Western Ontario, a master’s degree in finance from Simon Fraser University, and the Chartered Financial Analyst designation.


Tech, Media, Telecom

Malcom White Malcolm White, CFA
Vice-President, Portfolio Management and Portfolio Manager

Malcolm White, Vice-President, Portfolio Management and Portfolio Manager, joined the investment industry in 1995. His career experience has included analyst roles at Merrill Lynch Canada and First Marathon Securities. Mr. White specializes in technology, media and telecommunications, investing in equities, income trusts and other financial instruments. Mr. White has been ranked as one of Canada’s TopGun Investment Minds by Brendan Wood International since the award’s inception in 2009 (Platinum status) and was also selected as a Top Global Investment Mind in their international panel. He contributes to many of the funds within the Signature Global Asset Management group including his role as the co-manager of Signature Global Science & Technology Corporate Class fund. He holds a BA from Queen’s University and the Chartered Financial Analyst designation.


Jayson Huang Jayson Huang, CFA
Senior Investment Analyst

Jeremy Yeung Jeremy Yeung, CFA
Vice-President, Portfolio Management and Portfolio Manager

Jeremy Yeung, Vice-President, Portfolio Management and Portfolio Manager, specializes in the global technology sector. His responsibilities include security selection and trade execution for the technology stocks in the equity portfolios. Prior to joining Signature in 2007, Mr. Yeung was an investment analyst at Investors Group Investment Management, where he was the technology sector analyst. He began his career at Merrill Lynch in the Corporate Finance and Taxation department. Mr. Yeung holds a Bachelor of Administrative & Commercial Studies degree from the University of Western Ontario as well as the Chartered Financial Analyst designation. Mr. Yeung has been ranked as one of Canada’s TopGun Investment Minds by Brendan Wood International for 2015.


Financials

John Hadwen John Hadwen, CFA
Vice-President, Portfolio Management and Portfolio Manager

John Hadwen, Vice-President, Portfolio Management and Portfolio Manager, is responsible for stock selection in the financial services sector. He joined the investment management industry in 1993 in customer service at Mackenzie Financial before moving to mutual fund accounting and money market trading and administration. He joined Infinity Investment Counsel in 1998 as a research analyst. Infinity was acquired by Goodman & Company, where his responsibilities expanded to include portfolio management. In 2006, he joined KBSH Capital Management before joining Signature the following year. Mr. Hadwen holds an Honours BA in Administrative Studies from Trent University and the Chartered Financial Analyst designation.


Goshen Benzaquen Goshen Benzaquen, MBA
Vice-President, Portfolio Management and Associate Portfolio Manager

Goshen Benzaquen, Vice-President, Portfolio Management and Portfolio Manager, is part of the financial services team covering financial institutions globally. Goshen joined Signature in 2011 after spending four years as an analyst following financial institutions in emerging markets. Goshen started his career in the financial services industry with RBC Financial Group in a specialized management training program graduating into a Senior Analyst position in the Capital Management Group. After leaving RBC Goshen moved to Deloitte & Touche as a Senior Consultant with the Performance Management Team. Goshen graduated from York University with an Honours B.A in Economics and holds an MBA from the Schulich School of Business.


George Zhao George Zhao
Junior Analyst

Consumer Staples/Discretionary

Stephane Champagne Stephane Champagne
Vice-President, Portfolio Management and Portfolio Manager

Stephane Champagne has over 20 years of investment industry experience and specializes in global consumer staples and discretionary sectors. Prior to joining Signature, Mr. Champagne was a senior equity analyst at Caisse de dépôt et placement du Québec and was responsible for the consumer sector. Previously, he began his career as senior equity analyst at Maison Placements Canada and Laurentian Bank Securities before becoming assistant portfolio manager at Valorem Asset Management. He holds a Bachelor of Commerce degree from Laval University. Mr. Champagne (Platinum Class) has been ranked as a “TopGun” equity portfolio manager by Brendan Woods International each year since its debut in 2009.


Henry Kwok Henry Kwok
Senior Investment Analyst

Alexander Payne Alexander Payne
Junior Equity Analyst

Health Care

Jeff Elliott Jeff Elliott, PhD, CFA
Vice-President, Portfolio Management and Portfolio Manager

Jeff Elliott, Vice-President, Portfolio Management and Portfolio Manager, specializes in the global healthcare sector and joined the investment industry in 2003. Prior to joining Signature in 2013, Dr. Elliott analyzed global pharmaceutical equities at Sectoral Asset Management and was a senior equity research analyst at UBS Securities in New York and Toronto. Dr. Elliott holds a B.Sc. in Biochemistry from Queen’s University, a Ph.D. in Molecular Biology and Biochemistry from Simon Fraser University, an MBA from the University of Western Ontario and holds the Chartered Financial Analyst designation.


David Cho David Cho
Investment Analyst

Energy & Materials

Curtis Gillis Curtis Gillis, CFA
Vice-President, Portfolio Management and Portfolio Manager

Curtis Gillis joined Signature in August 2016 and specializes in the global energy, chemicals and forest products sectors. Mr. Gillis joined the investment industry in 1997. Prior to joining Signature, he worked as an Associate Portfolio Manager for another Canadian investment company, held research positions with two asset management firms and was a sell-side oilfield services analyst at two brokerage firms. Mr. Gillis also has experience as a member of a natural gas trading group for a U.S. oil and gas company. He holds a BBA (Hons.) from Saint Francis Xavier University, an MBA from Dalhousie University and the Chartered Professional Accountant and Chartered Financial Analyst designations.


Hoa Hong Hoa Hong, CFA
Associate Portfolio Manager

Hoa Hong has specialized in the energy and materials sectors for Signature since 2005, and has experience analyzing both equity and fixed-income securities. She joined the investment industry in 2001. Ms. Hong holds the Chartered Financial Analyst designation, a Bachelor of Pharmacy degree from the University of Toronto, and an MBA from McMaster University. She was ranked as one of Canada’s TopGun Investment Minds in the Brendan Wood International survey from 2011-2013 and 2015.


Jackie Przybylowski Jackie Przybylowski, CFA
Senior Equity Analyst

Infrastructure & Real Estate

Kevin McSweeney Kevin McSweeney, CFA
Vice President, Portfolio Management and Portfolio Manager

Kevin McSweeney specializes in equity investments in the global infrastructure sector at Signature Global Asset Management. Prior to this, he was a Portfolio Manager with Signature’s high-yield bond team. Mr. McSweeney has worked in financial services since 2000. Before joining Signature in 2008, Mr. McSweeney spent six years with Scotiabank, including holding a position in its Corporate Credit Risk Management group. He also worked with Finance Canada as a Financial Economist in the International Trade and Financial Markets divisions. Mr. McSweeney holds a BA (Hons.) from St. Mary’s University, an MBA from Dalhousie University, and the Chartered Financial Analyst designation.


Josh Varghese Joshua Varghese, CFA
Portfolio Manager

Joshua is responsible for Signature’s global real estate equity portfolio housed primarily within CI’s award-winning balanced income mandates. Joshua manages one of the largest portfolios of global real estate securities in Canada and is a speaker at national real estate conferences such as RealPac and RealREIT. He is Lead Portfolio Manager of Signature Real Estate Pool and assists with the portfolio management of Signature High Income Fund and Signature Diversified Yield Fund. Joshua Varghese has over 10 years of financial industry experience having been with CI Investments since 2006. Joshua holds a Bachelor of International Business from Carleton University and the Chartered Financial Analyst designation.


Sydney Van Vierzen Sydney Van Vierzen
Junior Equity Analyst

Industrials & Utilities

Massimo Bonansinga Massimo Bonansinga
Vice-President, Portfolio Management and Portfolio Manager

Massimo Bonansinga has 21 years of financial, managerial and consulting experience. He focuses on aerospace, defense, automotive and utilities. Prior to joining Signature in 2005, he spent five years in investment banking in London with Bankers Trust and Morgan Stanley, and five years in the automotive industry in Europe with Ford Motor Co. and Fiat Group, holding positions in finance. He has an MBA from the Wharton School and a Bachelor in Economics and Accounting from Universita Bocconi in Milan.


Alex Yang Alex Yang
Senior Equity Analyst

Janice Wong Janice Wong
Senior Investment Analyst

Head of Credit

Geof Marshall Geof Marshall, CFA
Senior Vice-President, Portfolio Management and Portfolio Manager

Geof Marshall, Senior Vice-President, Portfolio Management and Portfolio Manager, heads the corporate bond team at Signature Global Asset Management. Mr. Marshall has extensive experience analyzing, managing and trading high-yield bonds, convertible bonds and leveraged loans. He is the lead manager of Signature High Yield Bond Fund, and co-manager of Signature Corporate Bond Fund and several diversified income funds. Funds co-managed by Mr. Marshall have won four Morningstar Awards and 10 Lipper Fund Awards. He joined CI in 2006 from Manulife Financial, where he was a portfolio manager. Mr. Marshall holds a BA from the University of Western Ontario and the Chartered Financial Analyst designation.

Geof Marshall is also a specialist for:

• High Yield


High Yield

Brad Benson Brad Benson
Vice-President, Portfolio Management and Portfolio Manager

Brad Benson started in the investment industry in 1998. Mr. Benson’s responsibilities are focused on high-yield bonds, convertible bonds, and leveraged loan assets. Prior to joining Signature in 2007, he worked at CPP Investment Board and Vision Capital in London, England in private equity and at RBC Capital Markets in the mergers and acquisitions department. He has a BA in Honors Business Administration from the University of Western Ontario and a MSc in Finance from London Business School.


Carlton Ling Carlton Ling, CFA
Vice-President Portfolio Management and Portfolio Manager

Carlton Ling, Vice-President Portfolio Management and Portfolio Manager with Signature Global Asset Management, has been in the investment management industry since 2004. Mr. Ling is responsible for high-yield bond, convertible bond and leveraged-loan assets focused in the automotive, transportation, energy services, chemical, industrial, and homebuilding sectors. Prior to joining Signature in 2012, he worked at Brookfield Asset Management as an investment analyst on a team that invested in high-yield and distressed credits. Previous to that, he worked at RBC Dominion Securities in Equity Research. Mr. Ling graduated with an Honours BA, Masters of Accountancy from the University of Waterloo and holds the Chartered Financial Analyst designation.


Darren Arrowsmith Darren Arrowsmith, CFA
Vice-President, Portfolio Management and Portfolio Manager

Darren Arrowsmith, Vice-President, Portfolio Management and Portfolio Manager is responsible for high-yield bond, convertible bond and leveraged-loan assets at Signature Global Asset Management. Prior to joining Signature in 2012, Mr. Arrowsmith was a Portfolio Manager with Stanton Asset Management, where he assisted with the management of global high-yield bonds and leveraged loans across numerous funds. Prior to this, he worked at GE Capital in London, England within its leveraged finance team as a credit analyst and trader. He began his career in 2000 on the Scotia Capital Markets fixed income team. Mr. Arrowsmith obtained an Honours BA from the University of Western Ontario, an MBA from the University of Edinburgh Management School and holds the Chartered Financial Analyst designation.


Carson Tong Carson Tong, CFA
Senior Fixed Income Analyst

Simona Destefano Simona Destefano
Senior Investment Analyst

Investment Grade

John Shaw John Shaw, CFA
Vice-President, Portfolio Management and Portfolio Manager

John Shaw, Vice-President, Portfolio Management and Portfolio Manager started in the investment industry in 1990. He has experience in international credit analysis, trading and portfolio management. Mr. Shaw’s responsibilities are focused on corporate bonds and preferred shares. Prior to joining Signature in 2004, he worked at Canada Life Assurance for 13 years, most recently as a U.S. corporate bond trader. Mr. Shaw holds a BA in Economics from Queen’s University and the Chartered Financial Analyst designation.

John Shaw is also specialized in:

• Preferreds


Derek Tucker Derek Tucker
Senior Investment Analyst

Leanne Ongaro Leanne Ongaro, CFA
Senior Investment Analyst

Glen Drodge Glenn Drodge, CFA
Senior Investment Analyst


Rates

Kamyar Hazaveh Kamyar Hazaveh, MMF
Vice-President, Portfolio Management and Portfolio Manager

Kamyar Hazaveh, Portfolio Manager, Fixed Income with Signature Global Asset Management, has eight years of investment industry experience specializing in G10 fixed-income, cash and derivatives analysis, trading and portfolio management. Prior to joining Signature in 2014, Kamyar worked at Ontario Teachers' Pension Plan for six years as a fixed-income trader and portfolio manager responsible for managing its $50 billion allocation to global nominal and inflation-linked bonds (real money role), as well as adding value through G10 alpha strategies in both cash and derivatives (internal hedge fund role). He was the architect of the fund's Liability Driven Investing (LDI) strategy. Mr. Hazaveh holds a Master of Mathematical Finance (MMF) degree from the University of Toronto.


Alexandra Florescu Alexandra Florescu
Fixed Income Analyst

Fernanda Fenton Fernanda Fenton, CFA
Senior Fixed Income Analyst

Paul Borean Paul Borean, CFA
Senior Investment Analyst

Naman Agarwal Naman Agarwal
Fixed Income Analyst

Foreign Exchange

Lorne Gavsie Lorne Gavsie
Senior Currency Analyst & Trader

Asset Allocation & Risk Management

Allan Maclean-Howard Allan Maclean-Howard, CPA
Vice-President, Asset Allocation & Risk Management

Allan Maclean-Howard is responsible for enhancing Signature’s asset allocation process with the development of additional tools and capabilities. He began his career in the investment industry in 1987 and has an extensive background in risk management and in derivatives – structuring, trading and management of equity, commodity and fixed-income. He joined Signature from Merrill Lynch, where he was responsible for the firm’s institutional equity derivatives business for Canadian clients. Prior to Merrill Lynch, he held senior investment positions at UBS Canada, RBC Capital Markets and TD Bank, and was a senior staff accountant at EY. Mr. Maclean-Howard holds the Chartered Professional Accountant designation and a Bachelor of Commerce (Honours) degree from Queen’s University.


Andrey Vasilyev Andrey Vasilyev
Portfolio Management Software Developer

Steve Byrne Steve Byrne, CFA
Investment Analyst

Trading Professionals

Samira Khan Samira Khan
Trader

Connie Lee Connie Lee
Trader

Shawna McIntee Shawna McIntee
Trader

Aldo Sunseri Aldo Sunseri
Trader

Michael Vopni Michael Vopni
Portfolio Analyst & Credit Trader

Operations

Caitlin Dean Caitlin Dean
Director Portfolio Operations

Kyle Mendyk Kyle Mendyk, CFA
Portfolio Analyst
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