Gary joined Cidel in 2021. He is responsible for the overall management of the fixed income team and plays a key role in the Asset Mix Committee. Gary and the Cidel Fixed Income team take a proven approach to stewarding client fixed income assets.
In addition to Cidel portfolios, Gary and his team oversee Lorica Investment Strategies which are available to select business partners.
Gary has 30 years of experience in the fixed income community and 25 years as a lead portfolio manager. Gary joined Cidel in 2021 following the acquisition of Lorica Investment Counsel Inc, an independent boutique fixed income manager that Gary founded and headed in 2009.
Gary holds a degree from the Faculty of Engineering at the University of Toronto and has a MBA from the Schulich School of Business. He also holds a Chartered Financial Analyst (CFA®) designation.
