Christine Anthony
Vice President, Director, Portfolio Manager and Investment Advisor, Odlum Brown (Vancouver)
Since her days at the University of British Columbia, where she participated in the Basic Portfolio Management program while earning her finance degree, Christina Anthony has been interested in helping people manage their portfolios. She first worked as a bond trader at Goldman Sachs in New York, then in investment banking. After three years in New York, she transitioned to Goldman consulting in Seattle, earned her CFA designation, then moved to Odlum Brown in Vancouver in 2002. “Through the banking and business experiences, I was able to gain an excellent perspective on how businesses really work and how stock and bond markets interact,” she says. “I was then able to take a step back and say, if I look at this as an investment opportunity, what am I going to care about and how am I going to analyze it?” Understanding the debt side of the business, in particular, has been critical, she notes, pointing to the 2008 financial crisis. “It was the mortgage market crash that happened first,” she says. , explaining that his credit history “gave me great insight into what was going on.”
The best advice I’ve ever received
Prioritize the most important things in your life, which for me is taking care of my family and friends and trying to be a great member of my community. This may not seem specific to wealth management, but it’s what ends up being at the core of my thinking and who I am.
My advice to investors
Have enough cash to take advantage of opportunities as they arise, because we may not know what causes pullbacks in the markets or in certain companies, but if you have cash, you can. to profit from.
My investment currency
Buying large companies with excellent management and embedding innovation in themselves leads to strong competitive advantages. We know these companies will continue to succeed and grow no matter how the market changes. And that means that if we invest in it long enough, our portfolios will grow.
Rob Tetrault
Senior Portfolio Manager and Branch Manager, Canaccord Genuity Wealth Management (Winnipeg)
Finance was all around Rob Tétrault growing up. His father was an investment banker, his mother an accountant. He started out as an insurance litigator, but when the job didn’t bring him much personal satisfaction, Tétrault quit to get his MBA and then started his own practice in Winnipeg 13 years ago. He calls this decision the best decision he ever made. “I consider myself lucky to be in this industry and to have been able to surround myself with such quality people,” he says. “I wouldn’t trade my team for someone else’s. They are fantastic.
This team includes her sister and fellow advisor, Tania Tétrault Vrga, and her father, Claude, who leads business strategy. “I’ve been incredibly lucky to have strong mentors, including my father,” says Tétrault, who is proudly Métis and dedicated to helping Indigenous people achieve economic success. “He was an adviser so a lot of the mistakes he made he was able to share with me which saved me from making the same ones. I learned so much from him.
The best advice I’ve ever received
When my dad had cancer last year, he told me to only focus on the things you can control. It really guides my life and has relieved stress and mental anxiety immensely.
My investment approach
We always focus on risk-adjusted returns. So for the amount of volatility we take into a client’s portfolio, what kind of returns can we generate? We believe that every investment should be looked at independently and that there are a whole host of other assets you can invest in besides stocks and bonds. And we’ve generated phenomenal risk-adjusted returns by focusing on that.
My investment prospects
I strongly believe that when markets correct, if you have extra cash or capital, or can rebalance, add as much equity exposure as possible. And you don’t really care where you buy downstairs. There is no doubt that this market will recover. I don’t know when that will happen, but you definitely want to own stock now and into 2023.
Ross Ferrier
Branch Manager and Investment Advisor, CIBC Wood Gundy (Thornhill, ON)
Ross Ferrier had two dreams as a high school student: to play professional baseball and to work in the investment industry. He was drafted by the New York Mets while at the University of Waterloo and played in the minors for three seasons. He started his second career, as a counsellor, 24 years ago. Today, he manages 30 other councilors and their staff. Ferrier believes his success stems from his approach to building client relationships, rather than his skill in picking stocks, bonds and mutual funds. “I don’t think you could be successful and have a lot of clients if you didn’t do a good job of that,” he says. “But if I look at my career, it’s more about our interest in people’s lives and the service we provide to customers.”
This service, he says, includes creating a plan that works for each unique situation, goal set and personality. “We have clients with hundreds of millions of dollars who could choose investors anywhere,” says Ferrier. “They have big goals and they allow me to serve them so they can achieve those goals. It’s an incredible responsibility, but I love it.
my mentor
My mother was born in Jamaica and I spent a lot of time there. Early in my career, I read about Michael Lee-Chin and cold called him. At the time, there weren’t many people of color on Bay Street, and while I always considered my color a great advantage because it set me apart, it was good to see someone with similar roots who was successful in the industry. We’ve been close ever since.
My investment approach
I look at each client portfolio as if it were my own money. There’s nothing I would put my clients’ money into that I haven’t invested in. I also look at things from a holistic point of view. I tell my clients that to build their net worth, you have to look to other asset classes, even those in which I don’t trade.
My investment prospects
This is a time when returns are normalizing to what they have been historically. Because the previous two years were not normal. People may need to be more comfortable with single-digit rates of return.
What keeps me up at night
Someone with an iPhone can claim to be a distributor of quality information, and they can act on behalf of a source who has a biased view. People are manipulated, and that worries me.
An-Lap Vo-Dignard
Senior Wealth Advisor and Portfolio Manager, National Bank Financial Wealth Management (Montreal)
“I love people,” says An-Lap Vo-Dignard, explaining some of what makes him happy in his job. A lifelong Montrealer, Vo-Dignard has been working in the field of wealth and portfolio management for more than 20 years. After earning a bachelor’s degree in finance from HEC Montréal, Vo-Dignard started out on the credit side of the finance world. He quickly made the choice to work as an advisor after being attracted by the stock market. Vo-Dignard joined what is now National Bank Financial in 1998 and began working with partner Ian Provost in 2001. “We analyze risks differently, so we complement each other well. I worry about things that are less likely to happen but could have a big impact,” says Vo-Dignard. “Ian worries more about things that are more likely to happen but will have less impact.”
The team now has 15 employees, including analysts and a financial planner — everything clients need at their fingertips. All these years later, Vo-Dignard remains passionate about his work and building a better world. “I am proud to have participated very actively in the creation of the bank’s ESG committee,” he says. And he’s happy that his clients can now earn solid returns by investing in companies that are doing well. “Before, it was almost like charity, because the feedback was really bad,” he says. “But we are entering a phase where you are going to be rewarded.”
What keeps me going
Moreover, when we generate good returns and the markets are up, a great day is when a customer is so satisfied with our services and trusts us so much that they are likely to recommend us a friend or member of his family. That’s the biggest compliment, and it makes me humble.
Investment outlook
The volatility will be something investors will have to get used to. But short-term volatility could be a long-term opportunity. When people panic or get overly enthusiastic, that’s when you have the opportunity to buy low and sell high. Remember, it’s a marathon, not a sprint. Stick to quality companies: good balance sheets and not too much debt, good management, leaders in their sector and with a good brand image.
The best advice I’ve ever received
A very successful entrepreneur once told me, “Never go into business with someone you don’t share the same values with. Sometimes you point something out and don’t know exactly why, but you have to trust your instincts.
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