Denis Taillefer, CFA

Denis Taillefer

Denis Taillefer, CFA
Senior Portfolio Manager

Denis Taillefer is a Senior Portfolio Manager at Caldwell Investment Management Ltd. He is a senior member of the team responsible for the Caldwell U.S. Dividend Advantage Fund, Caldwell Canadian Value Momentum Fund and Caldwell North American Fund.

Denis is a seasoned professional bringing over 25 years of broad investment management experience. Before joining Caldwell, he was a Portfolio Manager for a privately owned pension investment management firm based in Toronto. He started his career as an equity analyst and derivatives trader for a Toronto based firm specializing in Global Tactical Asset Allocation.

He obtained a Bachelor of Commerce degree from Concordia University with a major in Finance and a minor in Accounting. He is also a CFA Charterholder and a member of the CFA Institute and the CFA Society of Toronto.

An avid outdoorsman, he spends most of his weekends skiing, paddling, or trekking the great outdoors with his family.

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