Aaron Richard Potvin
Gestionnaire de Portefeuille-Actions chez Mawer Investment Management Ltd.
Profil
Mr. Aaron R.
Potvin, CFA, is an Institutional Portfolio Manager at Mawer Investment Management Ltd.
He joined Mawer in 2008 and he is responsible for the management and servicing of institutional clients and their portfolios.
Prior to joining Mawer, he was an Investment Advisor with Berkshire Securities Inc, providing financial and investment advice to private clients.
Before moving to Calgary in 2003, he was an Investment Advisor with TWC Securities Inc.
Mr. Potvin earned a Bachelor of Business Administration degree in 1998 and is a Chartered Financial Analyst charterholder with investment experience since 1997.
He is a member of the CFA Institute and the CFA Society Calgary and serves as a Board Member for the Bethany Care Foundation.
Postes actifs de Aaron Richard Potvin
| Sociétés | Poste | Début |
|---|---|---|
Mawer Investment Management Ltd.
 Mawer Investment Management Ltd. Investment ManagersFinance Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. It has additional office in Toronto, Ontario, and a subsidiary with an office in Singapore. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations. Mawer also provides discretionary portfolio management services for US-based corporations and institutions, as well as certain US residents. The firm also provides sub-advisory services to certain institutional public mutual funds, non-public pooled funds, separately managed accounts, or wrap-fee programs that are managed and operated by other non-affiliated portfolio managers or investment managers. | Gestionnaire de Portefeuille-Actions | 01/01/2008 |
Anciens postes connus de Aaron Richard Potvin
| Sociétés | Poste | Fin |
|---|---|---|
| Berkshire Securities, Inc. | Corporate Officer/Principal | - |
Formation de Aaron Richard Potvin
| Thompson Rivers University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Berkshire Securities, Inc. | Finance |
Mawer Investment Management Ltd.
Mawer Investment Management Ltd. Investment ManagersFinance Mawer Investment Management Ltd. (Mawer) is a privately-owned, Canadian mutual fund manager headquartered in Calgary, Alberta. It has additional office in Toronto, Ontario, and a subsidiary with an office in Singapore. The firm was founded as a partnership in 1974 by Charles Mawer. They provide discretionary portfolio management services in certain jurisdictions in Canada for individuals, corporations, trusts, estates, institutions, pension funds, and not-for-profit organizations. Mawer also provides discretionary portfolio management services for US-based corporations and institutions, as well as certain US residents. The firm also provides sub-advisory services to certain institutional public mutual funds, non-public pooled funds, separately managed accounts, or wrap-fee programs that are managed and operated by other non-affiliated portfolio managers or investment managers. | Finance |
