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Canoe Financial announces portfolio management changes

Finance
TSX:EIT.UN
01 April 2021 14:00 (EDT)

Canoe Financial announced that Marc Goldfried, Head of Fixed Income and Chief Investment Officer, is retiring.

Robert Taylor will act as interim Chief Investment Officer after Mr. Goldfried’s retirement.

Mr. Taylor has been Canoe Financial’s Senior VP, Portfolio Manager, and Head of Equities for the past eight years.

Mr. Goldfried will stay on at the company as an advisor and to assist Mr. Taylor with the transition. 

“Canoe has been my family for six years and has been supportive of my decision to retire. I’m proud of the team, and my confidence in Rob, Rohan and the investment team couldn’t be higher,” he stated.

Mr. Goldfried joined Canoe in 2015 and has been an important contributor to the firm’s growth. His team leadership and strategic contributions helped to position Canoe for future success.

Darcy Hulston, President and CEO of Canoe Financial, commented on Marc Goldfried’s retirement and Robert Taylor’s interim appointment, saying,

“I want to give special thanks to Marc for his contribution over the past six years, and for his efforts to help ensure a smooth transition for the firm and most importantly, our clients.”

“Rob has been a valued senior partner of the firm for eight years. Through his mentoring and leadership as head of equities, he has been instrumental in constructing and developing an investment team that sets us up well for our next phase of growth,” he added. 

Rohan Thiru, co-manager of Canoe’s fixed-income funds, will become the lead manager of the funds.

Rohan has worked closely with Marc over the past several years and has been instrumental in the strong performance the Canoe fixed income lineup has achieved for its clients. 

Canoe Financial is one of Canada’s fastest-growing independent mutual fund companies managing over $9 billion in assets across a diversified range of award-winning investment solutions.

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