Portico Investment Management is GLC’s fixed-income investment management division.  Portico’s investment team uses a consistent, measured and disciplined investment approach that integrates fundamental, quantitative and technical analysis to add value while managing risk.

Dale Haynes

Vice-President, Fixed Income


Dale shares leadership responsibility for GLC’s Portico Investment Management division, which oversees more than $18 billion* of fixed-income assets under management within bond, mortgage and money market portfolios.

As lead manager for the Core Bond portfolio strategy, Dale heads up the portfolio management of the largest Canadian bond segregated fund in Canada.* He also oversees some of Portico's sector-focused and specialized fixed income portfolios. 

Dale has more than 25 years of investment experience, including direct portfolio management responsibilities for active and passive fixed income strategies.

He holds a Chartered Investment Manager designation as well as an honours bachelor of business administration degree in finance from Brock University.

* Source: London Life Core Bond Fund, Morningstar, June 30, 2017

Janet Salter

Vice-President, Fixed Income


Janet shares leadership responsibility for GLC’s Portico Investment Management division, which oversees more than $18 billion of fixed income assets under management within bond, balanced, mortgage and money market mandates.

Janet is the lead manager for the Canadian Bond mandate and Core Plus Bond mandate and oversees some of Portico's sector-focused and specialized fixed income portfolios. She is also a member of the GLC Asset Mix Committee.

With more than 20 years of investment experience, Janet has portfolio management expertise in active and passive fixed-income strategies, including customized mandates for pension plans and financial institutions.

Janet is a CFA charterholder and holds an honours bachelor of mathematics degree from the University of Waterloo.

Natalie Laden

Manager, Fixed Income


Natalie is the lead portfolio manager for several of Portico’s specialty fixed-income mandates, including the long-term, ultra-long term and socially responsible bond mandates.

Natalie has a broad range of experience in the Canadian fixed-income field, including responsibilities for strategy formulation, fundamental and technical analysis, and security selection of core Canadian bond, mortgage, money market, focused and specialty bond mandates.

Before Portico Investment Management was established in 2012, Natalie held a key role in cash management administration for the GWL Investment Management team.

Natalie has more than 30 years of industry experience and holds a chartered investment manager (CIM) designation.

Alexa Richardson

Associate Manager, Fixed Income


Alexa is the lead portfolio manager for Portico’s income-focused mandates, Real Return Bond mandates, and the fixed-income components of several of GLC’s balanced mandates. She also assists in the management of the Core Bond mandate.

She has focused on fixed income analysis and management for the company since 2009. Previously, she completed 2 years of asset management training rotations as part of Great-West Life’s Portfolio Management Training program.

Alexa is a CFA charterholder and CAIA charterholder. She also earned an honours bachelor of commerce degree (finance and human resources) from the University of Manitoba.

 

Jenny Wan

Manager, Fixed Income


Jenny is Portico’s lead manager for the Short-Term Bond mandate and helps manage the Core Plus Bond and Canadian Bond mandates. She is also responsible for strategy formulation, bond analysis, security selection and trading.

Since 2010, Jenny has focused on fixed-income portfolio management and analytics. Before that, Jenny provided operational support for fixed-income portfolios and trading support to the Laketon equity team for 6 years.

Jenny holds a bachelor of arts degree in economics from the University of Waterloo and a chartered investment manager (CIM) designation.

Ian Whiteside

Vice-President, Fixed Income


Ian is the lead manager of the corporate bond mandates for GLC’s Portico Investment Management division.

Ian joined the Portico team in 2013 and was part of the early development of Portico’s dedicated credit-research area, including proprietary coverage of Canadian and U.S. investment grade and non-investment grade issues.

He also has experience as Portico’s lead credit analyst for high-yield credit research and was instrumental in building out GLC’s credit capabilities in the Canadian high-yield corporate bond market.

Ian previously worked for a large Canadian bank in its Leveraged Finance group where he assisted with financing diversified middle market companies operating in a range of industries.

Ian is a CFA charterholder and earned a bachelor of applied science (geological engineering) degree from the University of Waterloo and an International MBA from York University.

Siek Djoe

Senior Quantitative Analyst, Fixed Income


Siek Djoe joined the company in 2005. As a senior quantitative analyst he develops, implements and supports proprietary quantitative, analytical and portfolio management tools for Portico’s fixed income team. Joe is a CFA charterholder and holds a Certificate in Quantitative Finance (CQF).

He earned a Master of Business Administration degree from Monash University in Victoria, Australia and a Bachelor of Science (with distinction) from Iowa State University.

Josh B. Palamattam

Analyst, Credit research team


Josh joined the company in 2016, bringing with him 2 years of experience analyzing credit at one of Canada’s largest insurance companies.

Josh holds an MBA degree in finance from Schulich School of Business, York University and a bachelor of commerce degree from Ryerson University.

Kevin Reznik

Analyst, Fixed Income


Kevin joined the company in 2013, starting off in the Portfolio Management Training program. He now focuses on assisting with the management of the Index and Core Bond mandate.

Kevin holds an honours bachelor of commerce degree (finance) from the Asper School of Business and is a CFA charterholder.

Emily Vanneste

Analyst, Fixed Income


Emily joined the company in 2016 and has focused on Portico's money market mandates and assisting in bond analysis for the Portico Core Bond mandate.

Emily holds an honours bachelor of business administration degree from the Goodman School of Business at Brock University.

Tracy Yan

Manager, Credit research team


Tracy joined the company in 2017, bringing over 8 years of industry experience. Tracy’s credit analysis experience has covered a broad spectrum of investment grade and non-investment grade fixed income.

Tracy is a CFA charterholder and holds an honours bachelor of arts degree in economics with a specialization in Finance from the University of Waterloo, as well as an honours bachelor of arts degree in English and Translation from the Capital Normal University in Beijing, China.