Dennis is a Portfolio Manager at Sagard Wealth. He has over 15 years of investment management and capital markets experience and has worked closely with several leading family offices, foundations, and ultra-high net worth clients.
Prior to joining Sagard Wealth (previously Grayhawk Wealth), he managed public market investments for the family office of a prominent entrepreneur. Dennis was responsible for developing the overall investment strategy, selecting investments, and monitoring the performance of a multi-asset class portfolio across a range of asset classes including equities, fixed income and alternative investments. Prior to that, he worked as an equity research analyst, covering companies globally across a variety of sectors. Dennis began his career at RBC Phillips, Hager & North.
Dennis is a Chartered Financial Analyst (CFA) charterholder and holds an MBA degree from Concordia University. He is also a member of the Montreal CFA Society.
