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Dave Paterson, CFA

Dave Paterson joined Empire Life in 2019. He is responsible for the management of the new Empire Life Multi-Strategy GIFs, a suite of segregated funds which provide exposure to exchange traded funds (ETFs) and actively managed investments from third party managers. 

The Multi-Strategy GIFs are designed to help reduce risk and may provide more consistent returns by investing in multiple investment styles, while applying tactical management to take advantage of market opportunities.    

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 Chartered Financial Analyst (CFA) charter holder.