Bill Siddiqui, MBA, CFA
Iqbal (Bill) Siddiqui, CFA, is the president, chief compliance officer and a portfolio manager. Bill started his career in 1981 as an investment analyst at Standard Life in Montreal. Over the years he has worked at CP Pension Investments, Couttes & Co., Canada Life, Abu Dhabi Investment Authority, and the Co-operators in senior portfolio management positions. For most of his career he has focused on US and global equities and asset mix decisions. Bill has a strong record in creating wealth, and is firmly committed to keeping interests aligned with investors.
Jim Lorimer is a portfolio manager and has over 55 years of experience as an institutional fixed income manager. Jim’s last position was that of Vice-President Fixed Income at the Co-Operators (now Addenda), where he worked for 20 years. Jim brings a solid track record in managing fixed income, utilizing a multi-strategy approach to managing bonds.
Michelle Buan, CFA
Michelle Buan, CFA, deputy chief compliance officer and a portfolio manager. She completed a B.Com with Specialization in Finance at the University of Ottawa with a GPA of 9.4/10. Michelle is involved with everything from client relations to marketing and analysis. This includes option trading, fund management, foreign exchange, forwards and equity research.
Irim Siddiqui, CFA
Irim Siddiqui, CFA, portfolio manager, joined the Tralucent investment team in the fall of 2014. She assists with day to day operations, client services, and research. She completed her B.Sc at the University of Guelph.
ASSISTANT PORTFOLIO MANAGER
Tyler White, MBA, CFA Level II Candidate
Tyler White, MBA, assistant portfolio manager, joined the Tralucent team in the fall of 2015. Tyler is a motivated high achiever, who graduated magna cum laude with a B.Sc.H. from the University of Guelph. He is currently a CFA Level 2 Candidate and is learning steadily under the tutelage of the exceptional CFA holders and PM’s at Tralucent Asset Management.