![Phil Evans](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Phil Evans
Plus aucun poste en cours
Fortune : 663 396 $ au 31/08/2026
Profil
Mr. Philip R.
Evans was previously employed as a President & Chief Executive Officer by Lincluden Investment Management Ltd., a Chief Operating Officer by Altamira Management Ltd., a Chairman by Children's Aid Foundation, an Executive Vice President by Fidelity Investments Canada ULC, a Member by Financial Services Commission of Ontario, a President & Chief Executive Officer by Lincluden Management Ltd., and a Chairman by Toronto Board of Trade.
He received his undergraduate degree from Harvard University.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
Morguard Corp.
 Morguard Corp. Real Estate DevelopmentFinance Owns, develops and invests multi-suite residential, commercial and hotel properties 0,08% | 13/03/2026 | 8 013 ( 0,08% ) | 663 396 $ | 31/08/2026 |
Anciens postes connus de Phil Evans
| Sociétés | Poste | Fin |
|---|---|---|
Lincluden Investment Management Ltd.
 Lincluden Investment Management Ltd. Investment ManagersFinance Morguard Lincluden Global Investments employs traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Their valuation and portfolio structuring process incorporates a top-down approach to determine asset mix, and a bottom-up process to individual security selection. | Directeur Général | 01/05/2025 |
Lincluden Management Ltd.
 Lincluden Management Ltd. Investment ManagersFinance LIM's investment approach is based on the principles of value investing. They screen a broad universe of stocks in a search for cases of undervaluation. The broader economic, capital market and sector factors at work receive less weight in the firm's analysis than company-specific information. However, security analysts in the firm conduct their company-specific work based on consistent expectations regarding the larger economic environment. Decisions are based on thorough assessments of corporations and their managements in order to find securities selling at substantial discounts compared to their fair value. Original, in-depth, internally generated research is a cornerstone of their investment process. This disciplined method minimizes the influence of human emotions in the valuation process. Their sell discipline reflects a stock price reaching its calculated fair value, deteriorating fundamentals or the identification of a more attractive opportunity in the confines of a target asset mix policy. Each portfolio manager is responsible for researching companies within his areas of responsibility, making buy/sell decisions and executing transactions within policy guidelines. Portfolio managers are assigned sector responsibilities on a global basis. The focus of investment activity is on Canadian and U.S. equity markets. However, non-North American investments may be made by exception. LIM's fixed-income process begins with an economic overview. The key investment decision is duration. The decision reflects their long-term view of inflationary trends relative to the current level of interest rates and the shape of the yield curve. They believe that 'real interest rates' should be calculated using long-term inflationary expectations rather than the current rate of inflation. Exposure to credit risk through corporate, provincial and municipal government issues is a reflection of risk-reward analysis and detailed credit analysis. While rating agency reports are reviewed, they are not relied on. Internal analysis by the fixed income team, with support from the equity team as required, is the basis of security selection. In searching for the best value opportunities, LIM considers domestic and foreign markets. They are a domestic fixed-income manager but there are times when the Canadian market, or sectors within this market, are relatively over-priced, leading to the establishment of positions in foreign markets. Foreign exchange risk may be accepted, although the preference is to eliminate this risk through hedging. | Directeur de la Recherche - Actions | 16/09/2010 |
Financial Services Commission of Ontario
 Financial Services Commission of Ontario General GovernmentGovernment Provides regulatory services | Corporate Officer/Principal | - |
Children's Aid Foundation
 Children's Aid Foundation Services to the Health IndustryHealth Services Engages in improving the lives of children and youth | Corporate Officer/Principal | - |
Toronto Board of Trade
 Toronto Board of Trade Miscellaneous Commercial ServicesCommercial Services Operates as chamber of commerce | Corporate Officer/Principal | - |
Formation de Phil Evans
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Lincluden Management Ltd.
Lincluden Management Ltd. Investment ManagersFinance LIM's investment approach is based on the principles of value investing. They screen a broad universe of stocks in a search for cases of undervaluation. The broader economic, capital market and sector factors at work receive less weight in the firm's analysis than company-specific information. However, security analysts in the firm conduct their company-specific work based on consistent expectations regarding the larger economic environment. Decisions are based on thorough assessments of corporations and their managements in order to find securities selling at substantial discounts compared to their fair value. Original, in-depth, internally generated research is a cornerstone of their investment process. This disciplined method minimizes the influence of human emotions in the valuation process. Their sell discipline reflects a stock price reaching its calculated fair value, deteriorating fundamentals or the identification of a more attractive opportunity in the confines of a target asset mix policy. Each portfolio manager is responsible for researching companies within his areas of responsibility, making buy/sell decisions and executing transactions within policy guidelines. Portfolio managers are assigned sector responsibilities on a global basis. The focus of investment activity is on Canadian and U.S. equity markets. However, non-North American investments may be made by exception. LIM's fixed-income process begins with an economic overview. The key investment decision is duration. The decision reflects their long-term view of inflationary trends relative to the current level of interest rates and the shape of the yield curve. They believe that 'real interest rates' should be calculated using long-term inflationary expectations rather than the current rate of inflation. Exposure to credit risk through corporate, provincial and municipal government issues is a reflection of risk-reward analysis and detailed credit analysis. While rating agency reports are reviewed, they are not relied on. Internal analysis by the fixed income team, with support from the equity team as required, is the basis of security selection. In searching for the best value opportunities, LIM considers domestic and foreign markets. They are a domestic fixed-income manager but there are times when the Canadian market, or sectors within this market, are relatively over-priced, leading to the establishment of positions in foreign markets. Foreign exchange risk may be accepted, although the preference is to eliminate this risk through hedging. | Finance |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Altamira Management Ltd.
 Altamira Management Ltd. Investment ManagersFinance Investment advisory firm | Finance |
Toronto Board of Trade
Toronto Board of Trade Miscellaneous Commercial ServicesCommercial Services Operates as chamber of commerce | Commercial Services |
Children's Aid Foundation
Children's Aid Foundation Services to the Health IndustryHealth Services Engages in improving the lives of children and youth | Health Services |
Financial Services Commission of Ontario
Financial Services Commission of Ontario General GovernmentGovernment Provides regulatory services | Government |
Lincluden Investment Management Ltd.
Lincluden Investment Management Ltd. Investment ManagersFinance Morguard Lincluden Global Investments employs traditional, value-based investment principles across a range of equity, fixed income and balanced portfolios. Their valuation and portfolio structuring process incorporates a top-down approach to determine asset mix, and a bottom-up process to individual security selection. | Finance |
