Sam Wiseman, B.Comm., M.A., CFA
38 years of comprehensive industry experience
CHIEF INVESTMENT OFFICER, WISE CAPITAL MANAGEMENT (November 2000 to Present) Has been a portfolio manager since 1990.
BOLTON TREMBLAY: started the All Cap Canadian strategy as Vice President, Equities (1998 to 1999)
OMERS: Responsible for $6.5 billion in several investment strategies and global asset allocation (1990 to 1997)
WILLIAM M. MERCER: Consulted to investment managers and pension funds on their major investment decisions. (1988 to 1989)
GOVERNMENT OF CANADA: As Economist, led Ontario forecasting and model building (1982 to 1987)
BANK OF CANADA: Fundamental and quantitative analyst and trader (1978 to 1981)
chavdar russev, bba, cfa
Global Equity Portfolio Manager
10 years of industry experience, 9 years at Wise Capital Management.
Chavdar completed his business undergraduate degree at Simon Frazer University. He has also been teaching a course in finance at the University of Toronto.
Vincent Wang, bafm
Vincent has passed his CFA level I exam.
OTHER TEAM MEMBERS
GOLDA BLAU, B.A.
Accounting, Database Manager, 22 years experience;
Consultants' databases, technology;
Custody and reporting by National Bank of Canada
Wise Capital is independently owned by its staff.