Margaret Samuel, MBA, LLB., CFA
President, CEO and Portfolio Manager
Over more than twenty-eight years, Ms. Samuel has developed a disciplined approach to portfolio management at major Canadian investment institutions. Ms. Samuel has analyzed, traded and managed money market, fixed income, common equity and derivative hedging instruments and portfolios, gaining in-depth experience in fundamental, technical and quantitative disciplines.
Other positions Ms. Samuel has held include Portfolio Manager of long-short and long-only funds, Vice-President, Investment Advisor, Chief Investment Officer, Chief Compliance Officer, and Analyst with both small and large organizations including the Royal Bank Group of Companies and Ontario Teachers Pension Plan Board. Ms. Samuel graduated from the University of Alberta with a Masters of Business Administration, a Bachelor of Laws degree, and a Bachelor of Arts degree with distinction. Ms Samuel holds the Chartered Financial Analyst designation, and is a member of the CFA Society Toronto and of the Canadian Society of Technical Analysts.
Ms. Samuel has served as Board member of the CSTA and on a number of CFA Society Toronto committees.