Profile
Mr. Robert J.
Taylor, CFA, is a Senior Vice President & Chief Investment Officer at Canoe Financial LP.
He is a multi award-winning portfolio manager whose investment career spans more than two decades.
Since joining Canoe in July 2013, he has been lead manager of Canoe EIT Income Fund (TSX: EIT.UN), Canoe Equity Portfolio Class, Canoe Asset Allocation Portfolio Class and Canoe North American Income Portfolio Class.
He currently manages $2.7 billion in assets for the firm.
He is a senior partner and leads the firm’s Asset Allocation Committee.
As Interim Chief Investment Officer, he is responsible for managing Canoe’s overall investment strategy, and will oversee the investment team, all sub-advisory relationships and performance of the firm’s 20 mandates.
Mr. Taylor was previously employed as a Vice President & Portfolio Manager by BMO Asset Management, Inc., a Principal by CIBC World Markets, Inc., and a Principal by Pricewaterhousecoopers LLC.
He received his undergraduate degree from Wilfrid Laurier University.
Rob Taylor active positions
| Companies | Position | Start |
|---|---|---|
Canoe Financial LP
 Canoe Financial LP Investment ManagersFinance Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors. | Chief Investment Officer | 01/01/2021 |
Former positions of Rob Taylor
| Companies | Position | End |
|---|---|---|
CIBC World Markets, Inc.
 CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Corporate Officer/Principal | - |
| Pricewaterhousecoopers LLC | Corporate Officer/Principal | - |
BMO Asset Management, Inc.
 BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Portfolio Manager-Equities | 30/06/2013 |
Training of Rob Taylor
| Wilfrid Laurier University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
BMO Asset Management, Inc.
BMO Asset Management, Inc. Investment ManagersFinance BMO Asset Management, Inc. is a Canadian mutual fund management firm headquartered in Toronto, Ontario. Previously, they were known as Jones Heward Investment Counsel and prior to that as RMN Investment Counsel. The firm was founded in 1982 and is a subsidiary of Bank of Montreal (TSE, NYSE: BMO). BMO Asset Management provides investment management, retirement and trust and custody services to institutional, retail and high-net-worth investors around the world. | Finance |
Canoe Financial LP
Canoe Financial LP Investment ManagersFinance Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors. | Finance |
CIBC World Markets, Inc.
CIBC World Markets, Inc. Investment Banks/BrokersFinance CIBC World Markets, Inc. is a full-service Canadian brokerage and investment banking firm headquartered in Toronto, Ontario. The firm was founded in 1961 and is a subsidiary of the Canadian Imperial Bank of Commerce (TSE, NYSE: CM). CIBC World Markets provides alternative investment managers with premier prime brokerage that brings together trade execution, reporting, research and capital introduction with a view to enhancing efficiencies and profitability. | Finance |
| Pricewaterhousecoopers LLC |
- Stock Market
- Insiders
- Rob Taylor
