Jeff Robertson, CFA

VP, Head of Global Operations & Marketing

Jeff is Head of Retail Distribution, Sales Enablement and Operations . Previously he managed the strategic oversight of finance, information technology, investment operations, compliance, marketing and human resources. Jeff is a former member of the Asset Allocation and Canadian Equity Portfolio Construction Team. In his previous role as a Senior Vice-President of Equity Trading, he provided complete oversight of public equities trading. He holds a B. Admin. from the University of Regina and is a member of the firm’s Operating Committee and the Saskatchewan Society of Financial Analysts.

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