The Canadian equity team oversees CAD$1.5 billion in assets for a wide range of institutional and retail clients and is a recognized leader in the domestic income and equity growth categories in which many mandates are top-decile performers over the long term.
Glenn Paradis, CFA — Head of Equities
Glenn Paradis is head of equities at Foresters Asset Management (formerly Aegon Capital Management). Prior to joining FAM in 1998, Glenn came to Aegon from Acker Finley, where he was vice-president, portfolio management, and co-manager of QSA Canadian Equity Fund. Previous positions included vice-president and director at TD Quantitative Capital and portfolio manager at RT Investment Counsel.
Glenn graduated from the University of Windsor with an honours BA in economics in 1989, and earned the Chartered Financial Analyst (CFA) designation in 1995. Glenn recently earned the Chartered Alternative Investment Analyst (CAIA) designation. The CAIA designation is the only educational standard uniquely designed for individuals specializing in alternative investments. Covering hedge funds, real estate, private equity, commodities and managed futures, the CAIA charter demonstrates a commitment to professionalism and a command of alternative investments’ unique fundamentals.
Note: Glenn Paradis is the founder and Chief Investment Officer of Clairwood Capital Management, a sub-advisor to Foresters Asset Management Inc.
Katia Ivanova, CFA — Senior Portfolio Manager, Equities
Katia Ivanova, Senior Portfolio Manager, has 16 years of investment experience. She has conducted fundamental analysis across many sectors, both domestically and globally. Prior to joining Foresters Asset Management (formerly Aegon Capital Management) in 2013, Katia worked at Sceptre Investment Counsel as a Global Financial Services specialist and at RBC Capital Markets covering a variety of different business trust and industry specialties.
Katia graduated from York University’s Schulich School of Business with a Bachelor of Business Administration (Honours) in 1998 and is a Chartered Financial Analyst (CFA).
Amelia Tsang, CFA — Portfolio Manager, Equities
Amelia Tsang, Portfolio Manager, has responsibility for fundamental equity analysis and the generation of investment ideas which involves creating and updating financial models as well as valuation analysis across many different sectors including REITs, utilities, industrial products and dividend producing equities. Amelia joined Foresters Asset Management (formerly Aegon Capital Management) in 2007. Prior to joining FAM, Amelia was Manager, Investor Relations at BMO Financial Group. Prior to that, she was Equity Research Associate covering the transportation and industrial products sectors at BMO Nesbitt Burns.
Amelia graduated from York University with a BBA with Distinction in 1999. She earned her Chartered Financial Analyst (CFA) designation in 2002.
Sean Lee, CFA — Equity Trader/Analyst
Sean Lee, Equity Trader/Analyst, assists the Senior Portfolio Managers to execute equity trades across Foresters Asset Management’s (formerly Aegon Capital Management) portfolios. In addition, he is responsible for equity research, factor modelling and quantitative analysis within the portfolios. Sean joined Foresters Asset Management in 2014 as a Client Service Manager, responsible for institutional client reporting and communications, as well as marketing support. Sean’s prior positions include Director, Client Management at Kingsdale Shareholder Services Inc., Pension Specialist at Fidelity Investments Inc., and Equities Trader with Swift Trade Inc.
Sean graduated from the Rotman School of Management at the University of Toronto with a Bachelor of Commerce (Specialist in Commerce & Finance, Major in Economics) in 2006 and and earned his Chartered Financial Analyst (CFA) designation in 2016.