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Canadian ETF Association adds eight portfolio manager members


The Canadian ETF Association (CETFA) has added eight new portfolio manager members.

The category is reserved for elite Canadian portfolio managers, who place a heavy emphasis on ETF investing.
Portfolio managers generally meet the following requirements: manage more than USD100m in assets, where a minimum of 50 per cent of the assets are managed on a discretionary basis, and 25 per cent of which are exposed to ETFs. In addition, each portfolio manager must have at least five years of investment management experience.
The following portfolio managers have joined the association:
Tim Morton, The Morton Group – CIBC Wood Gundy
Thane Stenner, Stenner Investment Partners – Richardson GMP
Terry Shaunessy, Shaunessy Investment Counsel
Reg Jackson, JMRD Wealth Management Team – National Bank
David Brucem The David Bruce Group – BMO Nesbitt Burns
Jeff Black, Crestridge Asset Management
Michael Bowman, Wickham Investment Counsel
Brent Vandermeer, Fraser Vandermeer Asset Management – HollisWealth
These new portfolio managers join Cougar Global Investments, which was the first portfolio manager to join the association in September 2013.
CETFA recently introduced the portfolio manager category to allow for a deeper and more diverse discussion of ETF uses in the marketplace.
"We are thrilled that such a high calibre group of portfolio managers have chosen to join CETFA," says Howard Atkinson, CETFA's current chair and president of Horizons ETFs Management (Canada). "Our portfolio manager category is now a real reflection of the 'who's who' of ETF investing in Canada – they are an invaluable resource for our association due to the industry feedback they provide on best practices, as well as their ability to help us with educational outreach for the broader investing public."

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