Ownership
Stodgell Investment Management (SIM) is
a private company, owned by Robert J.C. Stodgell, CFA and Peter Mackenzie, CPA,
CA, MBA
Key Personnel
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Investment Experience |
Robert J.C. Stodgell, CFA |
|
35 years |
Peter A. Mackenzie CPA, CA, MBA |
|
30 years |
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Robert Stodgell, prior to
starting SIM Ltd. was the Chief Investment Officer of a major Canadian mutual
fund family as well as the investment counselor and advisor to an industry
pension fund. With over 30 years of experience in both the retail brokerage and
managed money sides of the business, he has also been active in industry
associations, most notably, as a member and Past President of The Toronto CFA
Society (formerly The Toronto Society of Financial Analysts) and a lecturer in
Ethics and other topics for their CFA lecture series. Bob has also conducted
numerous investment education courses for the Toronto Board of Education Adult
Education Programme and appeared regularly on BNN.
Peter
Mackenzie has a breadth of experience in the investment industry, most
recently an officer of a Canadian investment counselor responsible for the
development of their private client business. From 1991 until 1998 he was a
Vice President and Director of BZW Canada Ltd., the investment banking arm of
Barclays Bank plc. From 1985 until 1991 Peter was an executive at CIBC Wood
Gundy. He has received an Honours Bachelor of Commerce degree from Queen's
University, an MBA from York University and is a member of the Ontario
Institute of Chartered Accountants.