He is responsible for the management of Empire Life Multi-Strategy GIFs, a suite of segregated funds¹ which provide exposure to exchange traded funds (ETFs) and actively managed investments from third party managers.
Most recently, Dave was Director, Public Markets Research & Analytics at a registered portfolio management firm where he was responsible for the sourcing, evaluation, and ongoing monitoring of investment products. In addition, he was also a Portfolio Manager, managing portfolios and a fund-of-fund portfolio program for registered third-party dealers.
Since 1994, Dave has specialized in investment fund research and performing ongoing analysis on thousands of mutual funds and exchange-traded funds. He produced a monthly “Investment Fund Ranking” report, a quarterly “Mutual Funds Focus List” and an “ETF Focus List” report.
Dave has a Bachelor of Commerce from the University of Windsor and is a CFA charterholder.
1 Policies are issued by The Empire Life Insurance Company.