Simon Chiu
Portfolio Manager-Equities at Scheer, Rowlett & Associates Investment Management Ltd.
Profile
Mr. Simon Chiu, CFA, is a Portfolio Manager at Scheer, Rowlett & Associates Investment Management Ltd.
He joined the SRA team in 2019.
Prior to joining SRA, Simon was a Portfolio Manager at Mackenzie Investments on the Cundill Value Team.
He has a Bachelor of Commerce from the University of British Columbia and is a CFA charterholder.
Simon Chiu active positions
| Companies | Position | Start |
|---|---|---|
Scheer, Rowlett & Associates Investment Management Ltd.
 Scheer, Rowlett & Associates Investment Management Ltd. Investment ManagersFinance Founded in 1990, Scheer, Rowlett & Associates Investment Management Ltd. is an independently owned investment management firm located in Toronto, Ontario. The firm is the Canadian equity affiliate of the Connor, Clark & Lunn Financial Services Group, a large, Canadian asset management firm that provides services to institutional, private and retail clients. | Portfolio Manager-Equities | 01/08/2019 |
Former positions of Simon Chiu
| Companies | Position | End |
|---|---|---|
Mackenzie Financial Corp.
 Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Analyst-Equity | 01/08/2019 |
| MKW Capital Management LP | Corporate Officer/Principal | 31/05/2010 |
Keystone Financial Corp.
 Keystone Financial Corp. Regional BanksFinance Keystone Financial Corp. is a state commercial bank. The company is based in Kalamazoo, MI. Keystone Financial was acquired by Firstbank Corp. (Michigan) on October 03, 2005 for $26.57 million. | Corporate Officer/Principal | 30/05/2007 |
Training of Simon Chiu
| Sauder School of Business | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Mackenzie Financial Corp.
Mackenzie Financial Corp. Investment ManagersFinance Mackenzie Financial Corp. (dba Mackenzie Investments) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm was founded in 1967 and is a direct subsidiary of Mackenzie, Inc., ultimately held by Power Corp. of Canada (TSE: POW). Mackenzie Investments provides discretionary investment advisory services to Canadian mutual funds, such as exchange-traded funds, Separately Managed Accounts, and one closed-end fund listed on the Toronto Stock Exchange. | Finance |
Scheer, Rowlett & Associates Investment Management Ltd.
Scheer, Rowlett & Associates Investment Management Ltd. Investment ManagersFinance Founded in 1990, Scheer, Rowlett & Associates Investment Management Ltd. is an independently owned investment management firm located in Toronto, Ontario. The firm is the Canadian equity affiliate of the Connor, Clark & Lunn Financial Services Group, a large, Canadian asset management firm that provides services to institutional, private and retail clients. | Finance |
Keystone Financial Corp.
Keystone Financial Corp. Regional BanksFinance Keystone Financial Corp. is a state commercial bank. The company is based in Kalamazoo, MI. Keystone Financial was acquired by Firstbank Corp. (Michigan) on October 03, 2005 for $26.57 million. | Finance |
| MKW Capital Management LP | Finance |
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