Senior Portfolio Manager, Senior Vice-President (Harbour Advisors)
Roger Mortimer joined the Harbour team in September 2013. He has 30 years of investment industry experience. From 1997 to 2005, Mr. Mortimer was Senior Vice-President and Portfolio Manager at AIM Investments and a Global Partner of its parent firm AMVESCAP. He is best known for his management of the AIM Canadian First Class (now Trimark Canadian Class), which outperformed the benchmark S&P/TSX Composite Index and its peer group during his tenure. From 2005 to 2009, Mr. Mortimer was a Vice-President and Portfolio Manager in the Canadian operations of Capital Group Companies, a Los Angeles-based investment management firm. Prior to his current role, he was Managing Director of Parador Asset Management, a company he founded in 2009.
Mr. Mortimer holds a BA in Economics and an MBA from the University of Western Ontario.
Mr. Mortimer is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain funds associated with Harbour Advisors are sub-advised by CI Global Investments Inc.
*Cambridge Global Asset Management, Harbour Advisors and Signature Global Asset Management, are each a division of CI Investments.