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The Signature team is organized so that its portfolio managers and analysts are specialists in specific global equity sectors or fixed-income asset classes. This specialist model contributes significantly to Signature’s informational advantages.




Eric Bushell Eric Bushell, CFA
Senior Vice-President, Portfolio Management and Chief Investment Officer

Eric Bushell, Senior Vice-President, Portfolio Management and Chief Investment Officer, began his career as an equity analyst and trader at BPI Mutual Funds in 1993, before becoming a portfolio manager at the firm. He joined CI's Signature team in 1999 when BPI became part of CI Investments. He was named Chief Investment Officer of Signature in 2002. He was named Morningstar's Fund Manager of the Decade in 2011, Morningstar's Equity Fund Manager of the Year in 2009. Mr. Bushell holds a BA from Queen's University and the Chartered Financial Analyst designation.

Allan Maclean-Howard Allan Maclean-Howard, CPA
Vice-President Asset Allocation & Risk Management

Allan Maclean-Howard began his career in the investment industry in 1987. He is responsible for enhancing Signature's asset allocation process with the development of additional tools and capabilities. Mr. Maclean-Howard joined Signature from Merrill Lynch where he was responsible for Merrill's institutional equity derivatives business for Canadian clients. Mr. Maclean-Howard has an extensive background in risk management, structuring, trading, and management experience in equity, commodity and fixed income derivatives. Prior to Merrill Lynch, Mr. Maclean-Howard held senior investment positions at UBS Canada, RBC Capital Markets and TD Bank as well as being a senior staff accountant at EY. Mr. Maclean-Howard graduated from Queen's University with a Bachelor of Commerce (Honours).

Max Lenarciak Max Lenarciak, CFA
Derivative Quantitative Strategist

Max Lenarciak, Derivative Quantitative Strategist, is responsible for designing and executing yield enhancing and portfolio hedging option strategies as well as quantitative investing. Prior to joining CI in 2018, Mr. Lenarciak specialized in alternative investing, quantitative investing and derivatives strategies at 1832 Asset Management L.P., a subsidiary of the Bank of Nova Scotia. He holds a Bachelor of Science from the American University of Rome as well as the Chartered Financial Analyst designation.

Fixed-income specialists

Darren Arrowsmith Darren Arrowsmith, CFA
Vice-President, Portfolio Management and Portfolio Manager

Darren Arrowsmith, Vice-President, Portfolio Management and Portfolio Manager is responsible for high-yield bond, convertible bond and leveraged-loan assets at Signature Global Asset Management. Prior to joining Signature in 2012, Mr. Arrowsmith was a Portfolio Manager with Stanton Asset Management, where he assisted with the management of global high-yield bonds and leveraged loans across numerous funds. Prior to this, he worked at GE Capital in London, England within its leveraged finance team as a credit analyst and trader. He began his career in 2000 on the Scotia Capital Markets fixed income team. Mr. Arrowsmith obtained an Honours BA from the University of Western Ontario, an MBA from the University of Edinburgh Management School and holds the Chartered Financial Analyst designation.

Brad Benson Brad Benson, MSc
Vice-President, Portfolio Management and Portfolio Manager

Brad Benson started in the investment industry in 1998. Mr. Benson's responsibilities are focused on high-yield bonds, convertible bonds, and leveraged loan assets. Prior to joining Signature in 2007, he worked at CPP Investment Board in the principal investing group, at Vision Capital in London, England, in private equity, and at RBC Capital Markets in the mergers and acquisitions department. He has a Bachelor of Arts in honors business administration from the University of Western Ontario and a Master of Science in finance from London Business School.

Carlton Ling Carlton Ling, CPA, CA, CFA
Vice-President Portfolio Management and Portfolio Manager

Carlton Ling, Vice-President Portfolio Management and Portfolio Manager with Signature Global Asset Management, has been in the investment management industry since 2004. Mr. Ling is responsible for high-yield bond, convertible bond and leveraged-loan assets focused in the automotive, transportation, energy services, chemical, industrial, and homebuilding sectors. Prior to joining Signature in 2012, he worked at Brookfield Asset Management as an investment analyst on a team that invested in high-yield and distressed credits. Previous to that, he worked at RBC Dominion Securities in Equity Research. Mr. Ling graduated with an Honours BA, Masters of Accountancy from the University of Waterloo and holds the Chartered Financial Analyst designation.

Alexandra Gorewicz Alexandra Gorewicz
Senior Fixed Income Analyst

Alexandra Gorewicz, Senior Fixed Income Analyst with Signature Global Asset Management, is part of the team responsible for fixed-income rates investments. Prior to joining Signature in 2014, Ms. Gorewicz was an associate portfolio manager at TD Asset Management, where she was responsible for managing over $20 billion in passive fixed income, bond overlay, and liability driven investment institutional mandates. Ms. Gorewicz holds a Bachelor of Mathematics (Honours) from the University of Waterloo and a Bachelor of Business Administration (Honours) from Wilfrid Laurier University. She is currently working toward a Master of Science degree in Government Analytics from Johns Hopkins University.

Geof Marshall Geof Marshall, CFA
Senior Vice-President, Portfolio Management and Portfolio Manager

Geof Marshall, Senior Vice-President, Portfolio Management and Portfolio Manager, heads the high-yield bond team at Signature Global Asset Management. Mr. Marshall has extensive experience analyzing, managing and trading high-yield bonds, convertible bonds and leveraged loans. He is the lead manager of Signature High Yield Bond Fund and co-manages a number of Signature funds, including Signature High Income Fund, Signature Diversified Yield Fund, Signature Income & Growth Fund and Signature Corporate Bond Fund. He joined CI in 2006 from Manulife Financial, where he was a portfolio manager. Mr. Marshall holds a BA from the University of Western Ontario and the Chartered Financial Analyst designation.

Leanne Ongaro Leanne Ongaro, CFA
Associate Portfolio Manager

Leanne Ongaro, Associate Portfolio Manager with Signature Global Asset Management, focuses on investment-grade fixed income. Ms. Ongaro joined CI Investments in 2004 as a member of the client services team. From there she advanced to a position on the product development side of the business prior to joining the Signature team in August of 2007. Ms. Ongaro holds a Bachelor of Commerce from the University of Toronto and the Chartered Financial Analyst designation.

John Shaw John Shaw, CFA
Vice-President, Portfolio Management and Portfolio Manager

John Shaw, Vice-President, Portfolio Management and Portfolio Manager started in the investment industry in 1990. He has experience in international credit analysis, trading and portfolio management. Mr. Shaw’s responsibilities are focused on corporate bonds and preferred shares. Prior to joining Signature in 2004, he worked at Canada Life Assurance for 13 years, most recently as a U.S. corporate bond trader. Mr. Shaw holds a BA in Economics from Queen’s University and the Chartered Financial Analyst designation.

Derek Tucker Derek Tucker, CFA
Senior Investment Analyst

Derek Tucker, Associate Portfolio Manager with Signature Global Asset Management, is part of the fixed-income team covering investment-grade corporate bonds. Mr. Tucker joined Signature in early 2011 after spending six years as a credit analyst in the risk management group at RBC Financial Group, where he performed risk assessments and credit adjudication on corporate borrowers. Prior to this, Mr. Tucker held several other positions at RBC, including various financial analyst roles in head office finance as well as in equity research. He holds the Chartered Financial Analyst designation and has a Master of Business
Administration from the Schulich School of Business and a Bachelor of Business Administration from Bishop's University.

Global sector specialists

Robert Lyon Robert Lyon, CFA
Senior Vice-President, Portfolio Management and Head of Equities

Robert Lyon began his career in the investment industry in 1993. He is Head of Equities at Signature. He is also responsible for Signature's resource-focused funds as well as the domestic and foreign natural resource equity holdings within other Signature funds. He is the lead portfolio manager of Signature Global Resource Fund, Signature Global Resource Corporate Class, Signature Global Energy Corporate Class and Signature Gold Corporate Class. Mr. Lyon was a key member of the Signature team from 1999–2006, during which time he was portfolio manager of the Signature Global Resource and Signature Global Energy funds. Prior to rejoining CI and Signature, he was lead manager of the resource portfolios at another Canadian investment company. Mr. Lyon holds a Bachelor of Commerce from Carleton University and the Chartered Financial Analyst designation.

Gorlen Zhou Gorlen Zhou, CFA
Director of Research, Asia

Gorlen Zhou, Director of Research, Asia, joined the Signature Global Asset Management in early 2011. Mr. Zhou’s responsibilities include providing macroeconomic analysis as well as generating specific investment ideas for the Signature portfolios. Prior to joining Signature, he worked as a valuation analyst at the Bank of Montreal. Mr. Zhou graduated from the University of Western Ontario in 2006 with a Bachelor of Business Administration. He also has master’s degree in finance from Simon Fraser University and holds the Chartered Financial Analyst designation.

Jean-Philippe Bry Jean-Philippe Bry
Vice-President and Strategist

Jean-Philippe Bry, Vice-President and Strategist, has been in the investment industry since 1989. He has a strong background in the financial service sector, where he was an analyst prior to being a portfolio manager. He was previously an international portfolio manager with McLean Budden, a global portfolio manager with Amundi in London, England, and a global financial portfolio manager with Amundi in Paris. Prior to working in the asset management industry, Mr. Bry worked for RBC Capital Markets as director of institutional sales in Europe. Mr. Bry holds a Bachelor of Arts in economics from Carleton University, Ottawa.

Massimo Bonansinga Massimo Bonansinga, MBA
Vice-President, Portfolio Management and Portfolio Manager

Massimo Bonansinga has 21 years of financial, managerial and consulting experience. He focuses on aerospace, defense, automotive and utilities. Prior to joining Signature in 2005, he spent five years in investment banking in London with Bankers Trust and Morgan Stanley, and five years in the automotive industry in Europe with Ford Motor Co. and Fiat Group, holding positions in finance. He has an MBA from the Wharton School and a Bachelor in Economics and Accounting from Universita Bocconi in Milan.

Drummond Brodeur Drummond Brodeur, CFA
Senior Vice-President and Global Strategist

Drummond Brodeur, is Senior Vice-President and Global Strategist at Signature Global Asset Management. Mr. Brodeur has been in the investment industry since 1989. He has a strong background focused on China and the Pacific Basin. Prior to joining Signature in 2007, he oversaw international portfolios as Vice-President, Investments, at KBSH Capital Management Ltd. Previously, he was a senior analyst of Asian equities with the Caisse de Depot and Portfolio Manager, Asian Equities at Bankers Trust Australia. Mr. Brodeur holds a BA from the University of Western Ontario, an MA and MBA from Monash University, Melbourne, Australia, and the Chartered Financial Analyst designation.

Stephane Champagne Stephane Champagne
Vice-President, Portfolio Management and Portfolio Manager

Stephane Champagne began his investment industry career in 1996 and specializes in global consumer staples and discretionary sectors. Prior to joining Signature, Mr. Champagne was a senior equity analyst at Caisse de dépôt et placement du Québec, responsible for the consumer sector. Previously, he began his career as senior equity analyst at Maison Placements Canada and Laurentian Bank Securities before becoming assistant portfolio manager at Valorem Asset Management. He holds a Bachelor of Commerce from Laval University.

Jeff Elliott Jeff Elliott, PhD, CFA
Vice-President, Portfolio Management and Portfolio Manager

Jeff Elliott, Vice-President, Portfolio Management and Portfolio Manager, specializes in the global healthcare sector and joined the investment industry in 2003. Prior to joining Signature in 2013, Dr. Elliott analyzed global pharmaceutical equities at Sectoral Asset Management and was a senior equity research analyst at UBS Securities in New York and Toronto. Dr. Elliott holds a B.Sc. in Biochemistry from Queen's University, a Ph.D. in Molecular Biology and Biochemistry from Simon Fraser University, an MBA from the University of Western Ontario and holds the Chartered Financial Analyst designation.

Curtis Gillis Curtis Gillis, CFA
Vice-President, Portfolio Management and Portfolio Manager

Curtis Gillis specializes in the global energy, chemicals and forest products sectors and joined the investment industry in 1997. Prior to joining Signature, Mr. Gillis worked as an Associate Portfolio Manager of resource portfolios for another Canadian investment company.  Before that, he held research positions with a two asset management firms and was a sell-side Oilfield Services Analyst at two brokerage firms. Prior to working in the investment industry, Curtis worked in the natural gas trading group of a U.S. oil and gas company. Curtis holds a BBA (Hons.) from Saint Francis Xavier University and an MBA from Dalhousie University and holds the Chartered Professional Accountant and Chartered Financial Analyst designations.

John Hadwen John Hadwen, CFA
Vice-President, Portfolio Management and Portfolio Manager

John Hadwen, Vice-President, Portfolio Management and Portfolio Manager, is responsible for stock selection in the financial services sector. He joined the investment management industry in 1993 in customer service at Mackenzie Financial before moving to mutual fund accounting and money market trading and administration. He joined Infinity Investment Counsel in 1998 as a research analyst. Infinity was acquired by Goodman & Company, where his responsibilities expanded to include portfolio management. In 2006, he joined KBSH Capital Management before joining Signature the following year. Mr. Hadwen holds an Honours BA in Administrative Studies from Trent University and the Chartered Financial Analyst designation.

Goshen Benzaquen Goshen Benzaquen
Vice-President, Portfolio Management and Associate Portfolio Manager

Goshen Benzaquen, Vice-President, Portfolio Management and Associate Portfolio Manager with Signature Global Asset Management, is part of the team covering global financial services institutions. Mr. Benzaquen joined Signature in early 2011 after spending four years as an analyst following financial institutions in emerging markets with Lusight Research, a sell-side research firm. He started his career in the financial services industry with RBC Financial Group in a specialized management training program before moving into a senior analyst position in the Capital Management Group. After leaving RBC, Mr. Benzaquen moved to Deloitte & Touche as a senior consultant with the performance management team. He is a graduate of York University with a Bachelor of Arts (Honours) in economics and holds a Master of Business Administration from the Schulich School of Business.


Hoa Hong Hoa Hong, CFA
Vice-President, Portfolio Management and Portfolio Manager

Hoa Hong, Vice-President, Portfolio Management and Portfolio Manager with Signature Global Asset Management, is part of the team responsible for covering resource sector, with a focus on energy. Previously, she was part of the team analyzing high-yield bond, convertible bond and leveraged loan assets. Ms. Hong joined Signature in 2005. Prior to joining Signature, she worked for four years on the sell side. Ms. Hong holds the Chartered Financial Analyst designation, a Bachelor of Pharmacy from the University of Toronto and a Master of Business Administration from McMaster University.

Kevin McSweeney Kevin McSweeney, CFA
Vice President, Portfolio Management and Portfolio Manager

Kevin McSweeney has 12 years of financial services and investment management experience and is a member of the team responsible for Infrastructure and REITs. He moved to this team from the high-yield, convertible bond and leveraged loan assets team in 2016. Prior to that, Mr. McSweeney worked with Finance Canada as a Financial Economist in the International Trade and Financial Markets Divisions. Mr. McSweeney holds a BA (Hons.) from St. Mary's University, and a Master of Business Administration from Dalhousie University.

Matthew Strauss Matthew Strauss, CFA
Vice-President, Portfolio Management and Portfolio Manager

Matthew Strauss, Vice-President, Portfolio Management and Portfolio Manager, has been in the investment industry since 1994. Mr. Strauss provides macroeconomic strategy on the foreign exchange and emerging market components of the Signature mandates and is a member of the Signature asset allocation committee. He has extensive international experience in currency and fixed-income markets, having worked as chief strategist at the largest retail bank in Africa and as a senior fixed income and currency strategist at RBC Capital Markets. Mr. Strauss holds the Chartered Financial Analyst designation, a Bachelor of Commerce and a Master of Arts in economics from the University of Stellenbosch, South Africa.

Malcom White Malcolm White, CFA
Vice-President, Portfolio Management and Portfolio Manager

Malcolm White, Vice-President, Portfolio Management and Portfolio Manager, joined the investment industry in 1995. His career experience has included analyst roles at Merrill Lynch Canada and First Marathon Securities. Mr. White specializes in technology, media and telecommunications, investing in equities, income trusts and other financial instruments. He holds a BA from Queen’s University and the Chartered Financial Analyst designation.

Jeremy Yeung Jeremy Yeung, CFA
Vice-President, Portfolio Management and Portfolio Manager

Jeremy Yeung, Vice-President, Portfolio Management and Portfolio Manager, specializes in the global technology sector. His responsibilities include security selection and trade execution for the technology stocks in the equity portfolios. Prior to joining Signature in 2007, Mr. Yeung was an investment analyst at Investors Group Investment Management, where he was the technology sector analyst. He began his career at Merrill Lynch in the Corporate Finance and Taxation department. Mr. Yeung holds a Bachelor of Administrative & Commercial Studies degree from the University of Western Ontario as well as the Chartered Financial Analyst designation.

Josh Varghese Josh Varghese, CFA
Portfolio Manager

Joshua Varghese, Portfolio Manager with Signature Global Asset Management, joined the investment team in early 2011. Mr. Varghese is part of the team responsible Infrastructure and REITs. He joined CI Investments in 2006, working first in client service and later as an inside wholesaler before joining Signature. Prior to his employment at CI, Mr. Varghese worked two summers as an equities research associate and one summer as an investment banking analyst at Orion Securities (now Macquarie group of Canada). He graduated from Carleton University in 2006 with a Bachelor of International Business (BIB) degree that included studying International Business abroad for one year in Valencia, Spain. He also holds the Chartered Financial Analyst designation.

Lee Goldman Lee Goldman, CFA
Senior Portfolio Manager

Lee Goldman is an award-winning portfolio manager with a successful long-term track record of managing real estate assets. He joined Signature Global Asset Management in 2018 following 12 years as a lead manager at First Asset. Lee holds a Bachelor of Science (Statistics) degree from the University of Western Ontario and a Master of Business Administration (Finance) degree from York University. He also holds the Chartered Financial Analyst designation.

Kate MacDonald Kate MacDonald, CFA
Portfolio Manager

Kate MacDonald joined Signature Global Asset Management in 2018 as a portfolio manager responsible for a number of dedicated real estate funds, as well as real estate allocations across various strategies. Prior to joining Signature, Kate co-managed award-winning real estate portfolios at First Asset for five years. Kate holds a Masters in Finance from Queen's University, the Chartered Investment Manager designation, and the Chartered Financial Analyst designation.

Analysts



Paul Borean Paul Borean, MMF, CFA
Senior Investment Analyst
 
Simona DeStefano Simona DeStefano
Senior Investment Analyst



Glenn Drodge Glenn Drodge, CFA
Senior Investment Analyst
 
Jayson Huang Jayson Huang, CFA
Senior Investment Analyst



Henry Kwok Henry Kwok, MBA
Senior Investment Analyst
 
Carson Tong Carson Tong, CFA
Senior Investment Analyst



Janice Wong Janice Wong, CFA
Senior Investment Analyst
 
Alex Yang Alex Yang, CFA
Senior Investment Analyst


Fernanda Fenton Fernanda Fenton, CFA
Senior Fixed Income Analyst
   


Steve Byrne Steve Byrne, CFA
Analyst, Asset Allocation & Risk Management
 
Andrey Vasilyev Andrey Vasilyev, MMF
Analyst, Asset Allocation & Risk Management


Naman Agarwal Naman Agarwal, MBA
Investment Analyst
 
Alexander Payne David Cho, CFA
Investment Analyst


Kyle Mendyk Kyle Mendyk, CFA
Portfolio Analyst
 
Doris Cai Doris Cai
Portfolio Analyst


Sam Chai Sam Chai, MSc
Junior Fixed Income Analyst
 
Adam McBain Adam McBain
Junior Fixed Income Analyst


Alexander Payne Alexander Payne
Junior Investment Analyst
 
Alexander Payne George Zhao
Junior Investment Analyst


Traders



Aldo Sunseri Aldo Sunseri
Head of Trading
 
Connie Lee Connie Lee
Head of Trading, Asia


Michael Vopni Michael Vopni, CFA
Portfolio Analyst & Credit Trader
 
Samira Khan Samira Khan
Trader


Shawna McIntee Shawna McIntee
Trader