Beutel Goodman

Craig joined Beutel Goodman in 2010 and has over 25 years of investment industry experience. He is responsible for institutional client servicing and business development. Prior to joining Beutel Goodman, Craig was Vice President, Head of Institutional Business Development and Client Service at KBSH Capital Management Craig is a graduate of York University and a CFA charterholder.

Derek joined Beutel Goodman in 2016 and has over 15 years of investment experience. He is a portfolio manager and co-lead of the fixed income team. His strategic responsibilities include portfolio duration, positioning, and risk exposure management. Prior to joining Beutel Goodman, Derek worked at Fiera Capital where he was a fixed income portfolio manager. Derek is a graduate of Concordia University and McGill University and a CFA charterholder.

Rui joined Beutel Goodman in 2013 and has over 25 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and global equities. Prior to joining Beutel Goodman, Rui spent several years as a portfolio manager at CI Investments and KBSH Capital Management. Rui is a graduate of York University and a CFA® charterholder.

Ryan joined Beutel Goodman in 2020 and comes to the firm with over 20 years of financial industry experience. Prior to joining Beutel Goodman, Ryan worked for CI Investments in progressively senior roles, including 12 years as a senior member of CI's Signature Advisors Equity team, and overseeing equity investing as co-manager of the Signature High Income Fund, CI's largest fund. Ryan is a graduate of Saint Mary's University and is a CFA® charterholder.

Glenn is a Beutel Goodman veteran with over 25 years of investment experience. He has been with Beutel Goodman since 1996. He is a portfolio manager and research analyst specializing in U.S. and global equities. Previously, Glenn worked at Curacao International Trust Co. He is a graduate of the University of Ottawa and a CFA® charterholder.

Sue joined Beutel Goodman in 2006 and has over 25 years of investment experience. She is a portfolio manager and strategist with additional responsibilities for credit analysis and product design. In addition, she leads the fixed income team’s responsible investing efforts. Prior to joining Beutel Goodman, Sue worked as a research analyst for several of the large brokerage houses, most recently BMO Nesbitt Burns. Sue is a graduate of the University of Western Ontario and a CFA charterholder.

Neil joined Beutel Goodman in 2019 as a credit analyst to lead the firm's high yield initiative. Prior to joining the firm he gained extensive investment experience, most recently as a portfolio manager for Fiera Capital. Neil is a graduate of McMaster University and IESE Business School and is a CFA charterholder.

KC joined Beutel Goodman in 2006 and has over 15 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and global equities. Prior to joining Beutel Goodman, KC was senior partner in an Ottawa-based technology firm. KC is a graduate of Simon Fraser University and a CFA® charterholder.

Colin is a portfolio manager and research analyst specializing in U.S. and global equities. He is a seasoned veteran of 25-plus years in banking and investments. Prior to joining Beutel Goodman in 2011, Colin spent nine years in senior positions at TD in private equity and investment banking. Colin is a graduate of York University and a CFA® charterholder.

Stanley joined Beutel Goodman in 2016 and has over 20 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and global equities. Most recently, Stanley worked at Jarislowsky Fraser as co-manager of their international and global equity strategies and was involved in oversight of the firm's research process. Previous to that, Stanley was an equity analyst at Letko Brosseau & Associates. Stanley is a graduate of McGill University, the Chinese Academy of Sciences, and Zhejiang University. He is also a CFA® charterholder.