Profile
Mr. Robert A. McKenzie is Senior Vice President & Portfolio Manager of Private Client Group at Raymond James Investment Counsel Ltd.
Mr. McKenzie began his career with Wood Gundy in 1987.
Between 1990 and 1992, he worked in Bermuda with The Bank of Bermuda (now HSBC) in their Private Client Investment Division, before returning to Montreal with CIBC Wood Gundy.
He obtained a Bachelor of Commerce from Concordia University in 1978.
Two years later, he earned the Chartered Accountant (CA) designation and has since become a Chartered Financial Analyst (CFA).
Bob McKenzie active positions
| Companies | Position | Start |
|---|---|---|
Raymond James Investment Counsel Ltd.
Raymond James Investment Counsel Ltd. Investment ManagersFinance RJIC is a multi-strategy investment platform that creates investment portfolios tailored to each client’s needs and managed on a segregated basis by incorporating each client’s unique circumstances into their distinct investment policy. | Portfolio Manager-Equities | - |
Former positions of Bob McKenzie
| Companies | Position | End |
|---|---|---|
Bank of Bermuda (Hong Kong)
Bank of Bermuda (Hong Kong) Major BanksFinance Provides banking and financial services | Corporate Officer/Principal | - |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Wood Gundy
Wood Gundy Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Training of Bob McKenzie
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Raymond James Investment Counsel Ltd.
Raymond James Investment Counsel Ltd. Investment ManagersFinance RJIC is a multi-strategy investment platform that creates investment portfolios tailored to each client’s needs and managed on a segregated basis by incorporating each client’s unique circumstances into their distinct investment policy. | Finance |
Wood Gundy
Wood Gundy Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Concordia University
Concordia University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of Bermuda (Hong Kong)
Bank of Bermuda (Hong Kong) Major BanksFinance Provides banking and financial services | Finance |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
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