Bill Wolfenden
Chief Investment Officer at Doherty & Associates Ltd.
Profile
Mr. William C.
Wolfenden, CFA MBA, is a Senior Vice President & Chief Investment Officer at Doherty & Associates Ltd.
He started with Doherty in 2001 and has over 30 years of experience in the investment industry.
He manages relationships for many of Doherty’s clients and provides oversight of the investment team as Chair of the Investment Committee.
His experience working directly with clients combined with a history of extensive investment analysis provides invaluable insight when building and managing client portfolios.
In the past Mr. Wolfenden occupied the position of Chief Investment Officer at Magna Vista Investment Management Ltd., Principal at T.E.
Financial Consultants Ltd.
and Analyst at DWM Securities, Inc. He is a previous member of the Board of Governors of Carleton University and serves on the Board of Directors for the Canadian Guide Dogs.
Mr. Wolfenden received an MBA from McGill University.
Bill Wolfenden active positions
| Companies | Position | Start |
|---|---|---|
Doherty & Associates Ltd.
 Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Chief Investment Officer | 01/01/2001 |
Former positions of Bill Wolfenden
| Companies | Position | End |
|---|---|---|
DWM Securities, Inc.
 DWM Securities, Inc. Investment ManagersFinance Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF. | Analyst-Equity | 30/06/2003 |
T.E. Financial Consultants Ltd.
 T.E. Financial Consultants Ltd. Investment ManagersFinance T.E. Financial Consultants Ltd. provides financial advisory services. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
Magna Vista Investment Management Ltd.
 Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Chief Investment Officer | - |
Training of Bill Wolfenden
| McGill University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Magna Vista Investment Management Ltd.
Magna Vista Investment Management Ltd. Investment ManagersFinance Founded in 1992 by Joel Raby, Magna Vista Investment Management Ltd., formerly AGF Private Investment Management Ltd., is an investment advisor and mutual fund manager located in Montréal. The firm is a subsidiary of Doherty & Associates Co. Ltd. and their ultimate parent is AGF Management Ltd. (Toronto: AGF-B.TO), a Toronto-based integrated, global wealth management firm. They manage investments for individuals, estates, pension funds, endowments and corporations. | Finance |
DWM Securities, Inc.
DWM Securities, Inc. Investment ManagersFinance Dundee Securities Corp. is a broker/dealer located in Toronto with additional offices in Montreal and Calgary. The firm is a subsidiary of Dundee Wealth Management, Inc. (TSE: DW). Dundee Securities is a full service investment dealer engaged in wealth management and financial advisory services, retail brokerage, institutional sales and trading, equity research and investment banking. The firm operates a sell-side institutional sales and trading floor. Dundee Securities is a member of the Investment Dealers Association of Canada and the CIPF. | Finance |
Doherty & Associates Ltd.
Doherty & Associates Ltd. Investment ManagersFinance Doherty & Associates Ltd. (D&A) is a Canadian investment advisory firm headquartered in Ottawa, Ontario. The firm was founded in 1979 and is a subsidiary of AGF Management Ltd. (TSE: AGF.B). D&A provides investment management services to individuals and tax-exempt institutions. | Finance |
T.E. Financial Consultants Ltd.
T.E. Financial Consultants Ltd. Investment ManagersFinance T.E. Financial Consultants Ltd. provides financial advisory services. The company is headquartered in Toronto, Canada. | Finance |
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