Market Research

Reach the Top

How would you like to be at the top of the class with your investments? As in many other areas, standing out with your investment results requires good documentation. To do this, a good starting point is the report published by the research firm Standard and Poor’s (also known as the “SPIVA®” report or “Standard and Poor’s Index versus Active”) on the performance of actively managed mutual funds in Canada.

Featured Contributors

  • Peter Guay

    MBA, CFA, Portfolio Manager
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Graham Westmacott

    CFA, Portfolio Manager
  • Benjamin Felix

    MBA, CFA, CFP, CIM®, Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Cameron Passmore

    CIM®, FMA, FCSI, Portfolio Manager
  • Brady Plunkett

    CIM®, Associate Portfolio Manager
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Anthony Layton

    MBA, CIM®, Chairman of the Board, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Peter Forsyth

    Emeritus Professor
  • Dan Solin

    The New York Times' best-selling author of the Smartest series of books
  • Mark Sutcliffe

    Writer, Broadcaster, PWL client and advocate
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
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