Sam Wiseman, B.Comm., M.A., CFA

sam wiseman

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

chavdar russev

Global Equity Portfolio Manager
Chavdar@wisecapitalmanagement.com
Thirteen years of industry experience, 12 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

Analyst, Part-time
Vincent@wisecapitalmanagement.com
Vincent previously worked for a well-known Fund Management company. He has passed his CFA level II exam.

colin walker, b.comm.

colin walker

Administrative Analyst
CW@wisecapitalmanagement.com
He has three Years of industry experience in investment sales and financial advice at BMO Bank of Montreal.
Colin has passed his CFA Level I exam.

OTHER TEAM MEMBERS

GOLDA BLAU, B.A.

GDBlau@wisecapitalmanagement.com
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.