Experience

Letko Brosseau

• Canada
• Investment Management
• 1 - 100 Employee

• Regional Head, Central Canada

  • Sep 2023 - Present

  Toronto, Ontario, Canada > Business Development. Responsible for growing assets in Central Canada across multiple channels, such as pensions, endowments, consultants, investment dealers, sub-advisors, family offices and private wealth. Backstopped by strong performance across strategies, the introduction of new investment strategies and products tailored by channel, a compelling fee structure, and superior customer service. > Client Relationship Management. Ensuring high levels of customer satisfaction and… Show more > Business Development. Responsible for growing assets in Central Canada across multiple channels, such as pensions, endowments, consultants, investment dealers, sub-advisors, family offices and private wealth. Backstopped by strong performance across strategies, the introduction of new investment strategies and products tailored by channel, a compelling fee structure, and superior customer service. > Client Relationship Management. Ensuring high levels of customer satisfaction and retention through communication of investment strategy, philosophy and market outlook, regular reviews of investment policies and asset mix, ongoing portfolio updates, and superior customer service. > Talent Management. Ensure proper resources to deliver on growth strategy while appropriately serving our existing accounts. Show less



Desjardins

• Canada
• Banking
• 700 & Above Employee

• Managing Director, Institutional Equity Sales

  • Mar 2022 - Aug 2023

  > Equity Sales. Develop investment ideas based on market trends, fundamentals and outlook; promote equity research to investors through ongoing marketing efforts. Write and publish the Desjardins Deep Dive, highlighting select Canadian quality compounders, which is distributed to ~800 institutional clients. Gained significant traction with clients, lauded for experience, depth of knowledge and focus on high-quality ideas. Drove strong yoy outperformance in commissions based on strong… Show more > Equity Sales. Develop investment ideas based on market trends, fundamentals and outlook; promote equity research to investors through ongoing marketing efforts. Write and publish the Desjardins Deep Dive, highlighting select Canadian quality compounders, which is distributed to ~800 institutional clients. Gained significant traction with clients, lauded for experience, depth of knowledge and focus on high-quality ideas. Drove strong yoy outperformance in commissions based on strong experience in being able to understand and effectively pitch stories to clients, rooted in background as a Research Analyst and Portfolio Manager. > Equity Capital Markets. Play a central role in selling security offerings to institutional clients. Trusted relationships with key institutional and corporate clients.

• Managing Director, Equity Research Analyst, Diversified Industries

  • Sep 2017 - Mar 2022

  Toronto, Canada Area > Fundamental Analysis. Ability to identify high quality companies with attractive long-term growth prospects, strong management teams, sustainable competitive advantages, above-average FCF and disciplined capital management. Adept at evaluating high-growth small- to mid-cap prospects. > ESG. Assess and ensure the adoption of sound, ethical and legal governance, as well as financial management and ESG practices, which should drive value to reward investors. > Strong Experience… Show more > Fundamental Analysis. Ability to identify high quality companies with attractive long-term growth prospects, strong management teams, sustainable competitive advantages, above-average FCF and disciplined capital management. Adept at evaluating high-growth small- to mid-cap prospects. > ESG. Assess and ensure the adoption of sound, ethical and legal governance, as well as financial management and ESG practices, which should drive value to reward investors. > Strong Experience Across Industries. Subject matter expert across a broad range of industries, including industrials, materials, utilities, consumer products, healthcare, technology and other industries. > Conferences. Established and ran the Desjardins Digital Healthcare Conference, holding fireside chats with the c-suite of over 15 healthcare technology companies.



The Murray Wealth Group

• Canada
• Investment Management
• 1 - 100 Employee

• Portfolio Manager and Head of Research

  • Feb 2015 - Jan 2017

  Toronto > Portfolio Management. Launched two pooled funds, the MWG Global Equity Growth Fund and the MWG Income Growth Growth Fund. Deployed fundamental quality investment philosophy as co-lead portfolio manager, investing in successful, growing companies with strong management teams, many of which are leaders in their respective industries. > Marketing. Widely quoted in the media and a frequent guest on BNN Bloomberg, Canada's Business News Network.



Cormark Securities

• Canada
• Capital Markets
• 1 - 100 Employee

• Director, Head of Diversified Strategy, Equity Research - Transportation & Industrial

  • Sep 2010 - Feb 2015

  > Fundamental Analysis. Provided leadership, mentoring and high quality coverage of the Transportation and Industrial Products franchise at Cormark Securities. Consistently earned Top Gun rankings from Brendan Wood International. > Communication and Industry Networking. Served as Honorary President of the Canadian Institute of Traffic and Transportation (CITT), as well as in key roles with other organizations (eg Association of Corporate Travel Executives (ACTE)). > Marketing… Show more > Fundamental Analysis. Provided leadership, mentoring and high quality coverage of the Transportation and Industrial Products franchise at Cormark Securities. Consistently earned Top Gun rankings from Brendan Wood International. > Communication and Industry Networking. Served as Honorary President of the Canadian Institute of Traffic and Transportation (CITT), as well as in key roles with other organizations (eg Association of Corporate Travel Executives (ACTE)). > Marketing. Keynote speaker at industry conferences and widely quoted in the media. Show less



National Bank Financial

• Canada
• Financial Services
• 700 & Above Employee

• Director, Equity Research, Transportation & Industrial and Consumer Products Analyst

  • Jan 2002 - Jun 2010

  > Fundamental Analysis. Provided high quality coverage of Transportation and Industrial Products, and prior to that, Consumer Products and Small Cap/Special Situations companies. Received Top Gun rankings in Transportation, Consumer Products and Diversified Industries. > Conferences. Established and ran the NBF Transportation and Logistics Conference.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Special Situations and Consumer Products Analyst, Equity Research

  • Jun 1997 - Dec 2001

  > A Small Cap/Special Situations Analyst on Merrill Lynch's top ranked small cap/special situations team. Covered a mix of companies in the facilities services, agriculture, food and beverage, semiconductor capital equipment and shipping industries, quickly gaining traction and votes from institutional investors.