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.