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Profil
Ms. Robyn E.
Graham, CFA, is a Managing Director of Wealth Management at Quintessence Wealth.
She is also a Associate Portfolio Manager.
She is responsible for developing and managing ETFCM’s private wealth management.
She has over 30 years of investment industry experience serving high net worth and institutional clients, consultants and financial professionals.
Before joining ETFCM, Ms. Graham gained several years’ experience working with ETFs and ETF managed portfolios as head of the institutional business at Forstong Global Asset Management.
Prior to that, she built and managed private client and institutional service teams with leading investment firms including Altamira Investment Services and Natcan Investment Management.
She has her Certified Financial Planner, Chartered Investment Manager and Fellow of the Canadian Securities Institute designations, and is registered with the provincial securities commissions as an Associate Advising Representative.
Anciens postes connus de Robyn Elizabeth Graham
| Sociétés | Poste | Fin |
|---|---|---|
Quintessence Wealth
 Quintessence Wealth Investment ManagersFinance Q Wealth operates their own investment platform – designed to take a “buy vs build” approach, seeking the best possible mix of investment solutions combined with great value. | Gestionnaire de Portefeuille-Actions | 01/05/2019 |
Northern Rivers Capital Management, Inc.
 Northern Rivers Capital Management, Inc. Investment ManagersFinance Northern Rivers Capital Management invests long/short with market directional bias and emphasis on equities and equity derivatives in the technology, healthcare and natural resource sectors | Sales & Marketing | 22/02/2010 |
Natcan Investment Management, Inc.
 Natcan Investment Management, Inc. Investment ManagersFinance Natcan Investment Management offers a wide array of investment products across all global markets and investment styles. Their strategies include: Canadian Large-Cap Value Equity, Canadian Large-Cap Growth Equity, Canadian Socially Responsible, Small-Cap Equity, Global Equity, fixed-income and asset allocation. The firm's investment approach focuses on fundamental analysis to identify out-of-favor stocks. They seek to buy out-of-favor stocks to limit downside risk and preserve capital. Though this reflects a more value-oriented approach, Natcan also integrates a growth component into their strategy by selecting companies with attractive profit-enhancing catalysts. Natcan's strategies seek the preservation of capital and low absolute volatility. . Natcan's active risk management approach emphasizes sector and stock diversification. The firm tends to favor value sectors and stocks and sound financial structures rather than momentum and overpriced situations. The Natcan Canadian Equity Fund is a Canadian large-cap equity portfolio that combines value and growth criteria. the Fund seeks to outperform the S&P/TSX Index return. It is available as a pooled fund or a segregated fund. The Natcan Contra Cyclical Fund II seeks to achieve superior growth, mainly through capital appreciation. The firm employs a value/contrarian approach and a one-year investment horizon. It is available as a pooled fund. The Natcan Contra Value Fund seeks to achieve superior growth mainly through capital appreciation. The firm employs a value/contrarian approach and a medium- to long-term horizon of 6 to 18 months. It is available as a pooled fund. The Natcan Momentum Global Equity Fund II seeks to achieve superior growth mainly through capital appreciation. The firm uses a momentum approach to invest systematically in securities ranked in the first performance decile of various different benchmarks. It is available as a pooled fund. The Canadian Advantage Large-Cap Equities strategy is a large-cap value portfolio that seeks to outperform the S&P/TSX Index in the medium-term, while preserving capital. It is available as a segregated fund. The Natcan Canadian Growth Equity strategy is a large-cap growth portfolio that seeks to outperform the S&P/TSX Index. It is available as a segregated fund. The Natcan Social Value Canadian Equity Fund combines value and growth Canadian large-cap criteria and seeks to achieve a rate of return that exceeds that of the S&P/TSX Index on the both the financial and social fronts. It is available as a pooled fund. For their small-cap equity investments, Natcan employs a growth strategy that focuses on investments in the industrial, technological, healthcare and consumer sectors. The Natcan Global Small-Cap Equity Strategy is a global small-cap equity portfolio that seeks to outperform the MSCI World Small-Cap Index return. It is available as a pooled fund. The Canadian Diversified Small-Cap Equities strategy is a diversified Canadian small-cap equity portfolio which includes a certain proportion of US small-cap names and seeks to outperform the S&P/TSX Small-Cap Index return. It is available as a pooled fund or as a segregated fund. The Natcan Small-Cap Equity Fund is a Canadian small-cap equity portfolio that seeks to outperform the S&P/TSX Small-Cap Index. it is available as a segregated fund. The Quebec Micro-Cap Equities portfolio invests primarily in companies whose headquarters or a substantial part of their business is located in Quebec. it is available as a segregated fund. The Natcan QSSP II Investment Fund invests a large portion of its capital in Quebec companies that provide a tax advantage through the SPP II. It is available as a pooled fund. Natcan's US, International and Global Large-Cap Equity strategies are based on a bottom-up stock selection approach that seeks to identify reasonably priced secular growth opportunities. The firm prefers to invest in sectors offering sustainable growth and low volatility. They look for companies generating stable and persistent earnings growth, expanding and above-average profit margins and high returns on capital. The Natcan Global Equity Fund is a global large-cap equity portfolio that seeks to achieve a rate of return that exceeds the MSCI World ex-Canada Index. It is available as a pooled fund. the Natcan US Equity Fund is a US large-cap equity portfolio that seeks to achieve an annualized rate of return that exceeds the return of the S&P 500 Index. It is available as a pooled fund or as a segregated fund. The Natcan International Equity Fund is an international large-cap equity portfolio that seeks to achieve a rate of return that exceeds the MSCI EAFE Index. It is available as a pooled fund. Natcan offers a wide array fixed-income asset management services including several active and passive investment products. They apply a quantitative approach based on macroeconomic analyses with emphasis on the management of a reward/risk equation. The Natcan Canadian Bond Fund is a Canadian government, municipal and corporate bond portfolio that seeks to achieve a rate of return that exceeds the DEX Universe Bond Index. It is available as a pooled fund or a segregated fund. The Natcan Long-Term Canadian Bond Fund is a Canadian government, municipal and corporate bond portfolio that seeks to achieve a rate of return that exceeds the return DEX Long Term Bond Index. It is available as a segregated fund. The Natcan Corporate Universe Bond Fund is a Canadian corporate bond portfolio that seeks to achieve a rate of return that exceeds the DEX Universe All-Corporate Bond Index. It is available as a pooled fund or a segregated fund. Natcan also offers a variety of pooled alternative investment funds. The Natcan Global Focused Fund seeks to exploit the arbitrage opportunity generated by a long-term view in a market excessively focused on the short-term. The Natcan Arbitrage Short-Term Bond Fund seeks to generate positive annual absolute returns by investing in a portfolio of short-term federal or provincial government securities. The Natcan Absolute Return Credit Fund seeks to obtain positive absolute annual returns by investing in a portfolio of credit securities in the high-yield, corporate and preferred-share markets, while limiting the portfolios negative volatility. | Corporate Officer/Principal | 31/12/2005 |
Altamira Investment Services, Inc.
 Altamira Investment Services, Inc. Investment ManagersFinance Provides financial and retirement planning services | Corporate Officer/Principal | 31/12/2002 |
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Corporate Officer/Principal | - |
Formation de Robyn Elizabeth Graham
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
47
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, BMO Asset Management tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. Their fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk. | Finance |
Natcan Investment Management, Inc.
Natcan Investment Management, Inc. Investment ManagersFinance Natcan Investment Management offers a wide array of investment products across all global markets and investment styles. Their strategies include: Canadian Large-Cap Value Equity, Canadian Large-Cap Growth Equity, Canadian Socially Responsible, Small-Cap Equity, Global Equity, fixed-income and asset allocation. The firm's investment approach focuses on fundamental analysis to identify out-of-favor stocks. They seek to buy out-of-favor stocks to limit downside risk and preserve capital. Though this reflects a more value-oriented approach, Natcan also integrates a growth component into their strategy by selecting companies with attractive profit-enhancing catalysts. Natcan's strategies seek the preservation of capital and low absolute volatility. . Natcan's active risk management approach emphasizes sector and stock diversification. The firm tends to favor value sectors and stocks and sound financial structures rather than momentum and overpriced situations. The Natcan Canadian Equity Fund is a Canadian large-cap equity portfolio that combines value and growth criteria. the Fund seeks to outperform the S&P/TSX Index return. It is available as a pooled fund or a segregated fund. The Natcan Contra Cyclical Fund II seeks to achieve superior growth, mainly through capital appreciation. The firm employs a value/contrarian approach and a one-year investment horizon. It is available as a pooled fund. The Natcan Contra Value Fund seeks to achieve superior growth mainly through capital appreciation. The firm employs a value/contrarian approach and a medium- to long-term horizon of 6 to 18 months. It is available as a pooled fund. The Natcan Momentum Global Equity Fund II seeks to achieve superior growth mainly through capital appreciation. The firm uses a momentum approach to invest systematically in securities ranked in the first performance decile of various different benchmarks. It is available as a pooled fund. The Canadian Advantage Large-Cap Equities strategy is a large-cap value portfolio that seeks to outperform the S&P/TSX Index in the medium-term, while preserving capital. It is available as a segregated fund. The Natcan Canadian Growth Equity strategy is a large-cap growth portfolio that seeks to outperform the S&P/TSX Index. It is available as a segregated fund. The Natcan Social Value Canadian Equity Fund combines value and growth Canadian large-cap criteria and seeks to achieve a rate of return that exceeds that of the S&P/TSX Index on the both the financial and social fronts. It is available as a pooled fund. For their small-cap equity investments, Natcan employs a growth strategy that focuses on investments in the industrial, technological, healthcare and consumer sectors. The Natcan Global Small-Cap Equity Strategy is a global small-cap equity portfolio that seeks to outperform the MSCI World Small-Cap Index return. It is available as a pooled fund. The Canadian Diversified Small-Cap Equities strategy is a diversified Canadian small-cap equity portfolio which includes a certain proportion of US small-cap names and seeks to outperform the S&P/TSX Small-Cap Index return. It is available as a pooled fund or as a segregated fund. The Natcan Small-Cap Equity Fund is a Canadian small-cap equity portfolio that seeks to outperform the S&P/TSX Small-Cap Index. it is available as a segregated fund. The Quebec Micro-Cap Equities portfolio invests primarily in companies whose headquarters or a substantial part of their business is located in Quebec. it is available as a segregated fund. The Natcan QSSP II Investment Fund invests a large portion of its capital in Quebec companies that provide a tax advantage through the SPP II. It is available as a pooled fund. Natcan's US, International and Global Large-Cap Equity strategies are based on a bottom-up stock selection approach that seeks to identify reasonably priced secular growth opportunities. The firm prefers to invest in sectors offering sustainable growth and low volatility. They look for companies generating stable and persistent earnings growth, expanding and above-average profit margins and high returns on capital. The Natcan Global Equity Fund is a global large-cap equity portfolio that seeks to achieve a rate of return that exceeds the MSCI World ex-Canada Index. It is available as a pooled fund. the Natcan US Equity Fund is a US large-cap equity portfolio that seeks to achieve an annualized rate of return that exceeds the return of the S&P 500 Index. It is available as a pooled fund or as a segregated fund. The Natcan International Equity Fund is an international large-cap equity portfolio that seeks to achieve a rate of return that exceeds the MSCI EAFE Index. It is available as a pooled fund. Natcan offers a wide array fixed-income asset management services including several active and passive investment products. They apply a quantitative approach based on macroeconomic analyses with emphasis on the management of a reward/risk equation. The Natcan Canadian Bond Fund is a Canadian government, municipal and corporate bond portfolio that seeks to achieve a rate of return that exceeds the DEX Universe Bond Index. It is available as a pooled fund or a segregated fund. The Natcan Long-Term Canadian Bond Fund is a Canadian government, municipal and corporate bond portfolio that seeks to achieve a rate of return that exceeds the return DEX Long Term Bond Index. It is available as a segregated fund. The Natcan Corporate Universe Bond Fund is a Canadian corporate bond portfolio that seeks to achieve a rate of return that exceeds the DEX Universe All-Corporate Bond Index. It is available as a pooled fund or a segregated fund. Natcan also offers a variety of pooled alternative investment funds. The Natcan Global Focused Fund seeks to exploit the arbitrage opportunity generated by a long-term view in a market excessively focused on the short-term. The Natcan Arbitrage Short-Term Bond Fund seeks to generate positive annual absolute returns by investing in a portfolio of short-term federal or provincial government securities. The Natcan Absolute Return Credit Fund seeks to obtain positive absolute annual returns by investing in a portfolio of credit securities in the high-yield, corporate and preferred-share markets, while limiting the portfolios negative volatility. | Finance |
BluMont Capital Corp.
 BluMont Capital Corp. Investment ManagersFinance Provides investment advice | Finance |
Altamira Investment Services, Inc.
Altamira Investment Services, Inc. Investment ManagersFinance Provides financial and retirement planning services | Finance |
Northern Rivers Capital Management, Inc.
Northern Rivers Capital Management, Inc. Investment ManagersFinance Northern Rivers Capital Management invests long/short with market directional bias and emphasis on equities and equity derivatives in the technology, healthcare and natural resource sectors | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Forstrong Global Asset Management Inc.
 Forstrong Global Asset Management Inc. Investment ManagersFinance Fortstrong Global Asset Management invests in global themes utilizing ETFs that our proprietary research identifies for outperformance. | Finance |
Quintessence Wealth
Quintessence Wealth Investment ManagersFinance Q Wealth operates their own investment platform – designed to take a “buy vs build” approach, seeking the best possible mix of investment solutions combined with great value. | Finance |
