Chief Investment Officer
◘ Sam Wiseman, B.Comm., M.A., CFA: 32 years of comprehensive industry experience
Chief Investment Officer, Wise Capital Management (November 2000 to Present)
Has been a portfolio manager since 1990.
Building a PM firm and delivering outstanding performance at Wise Capital (2000–present)
Bolton Tremblay: Started the All Cap Canadian strategy as Vice President Equity (1998–1999)
OMERS: Responsible for $6.5 billion in several investment strategies and global asset allocation (1990–1997)
William M. Mercer: Consulted to investment managers and pension funds on their major investment decisions. (1988–1989)
Government of Canada: As Economist, led Ontario forecasting and model building (1982–1987)
Bank of Canada: Fundamental and quantitative analyst and trader (1978–1981)
◘ Chavdar Russev, BBA, CFA
Portfolio Manager
7 years of industry experience, 6 years at Wise Capital Management
Chavdar@wisecapitalmanagement.com completed his business
undergraduate degree at Simon Frazer University.
◘ Jonathan Yee, B.Comm.
Investment Analyst, 3 years of industry experience
Jonathan@wisecapitalmanagement.com completed his business undergraduate at U of T and has passed his CFA Level II.
Other Team Members
◘ 4th Analyst: Recent U of T B.Comm., passed CFA Level I
◘ Golda Blau, B.A.: 21 years experience; Consultants' databases, technology; GDBlau@wisecapitalmanagement.com
Custody and reporting by T.D.-Waterhouse.
Wise Capital is independently owned by its staff.
