Our Investment Strategy Committee

 


Canaccord Genuity's team of research professionals are inquisitive, experienced and committed to generating actionable investment ideas and portfolio strategy guidance in a range of asset classes, geographies & sectors. These individuals are a key part of our regular portfolio constriction and monitoring process.

 

 

Tony Dwyer
Chief Market Strategist & Managing
Director, US Portfolio Strategy

Martin Roberge M.Sc, CFA
Managing Director, North
American Portfolio Strategy

Robert Jukes
Global Strategist

 

 

 

Tony Dwyer

Tony Dwyer, who joined Canaccord Genuity in 2012, is the firm's Chief Market Strategist and a Senior Managing Director, after serving in the same roles at Collins Stewart LLC.  Mr. Dwyer has served as Canaccord Genuity’s co-director of Research and currently sits on the firm’s Operating Committee.  Prior to Joining Canaccord Genuity, he served as equity strategist at Collins Stewart and held the additional role of director of Research while sitting on the firm’s Executive Committee.  Tony started his equity research career at Prudential-Bache Securities in 1987 and served as equity market strategist at a number of small regional brokers prior to joining FTN Equity Capital Markets in 2003. At FTN, Dwyer served as an equity market strategist and was a member of the FTN Midwest Securities Investment Committee (IC); he was later appointed to chair the IC in 2006. Dwyer is a graduate of Le Moyne College, where he earned a bachelor of arts degree in political science.

 

Martin Roberge

Martin Roberge serves as Portfolio Strategist and Quantitative Analyst at Canaccord Genuity. He is responsible for providing tactical asset mix and sector rotation research and recommendations to the firm’s retail and institutional clients. Previously, he held similar roles at Dundee Securities and National Bank Financial. Martin acquired money-management expertise as the lead portfolio manager of absolute-return funds at Natcan Investment Management and Crystalline Management. Over the years, Martin has been highly ranked as a portfolio strategist and quantitative analyst in Canada, according to the Brendan Wood International survey. He holds the CFA designation and is a member of the Montreal Society of Financial Analysts. He completed a bachelor of business administration in finance from Bishop’s University and a master of science in finance from l’Université de Sherbrooke

 

Robert Jukes

Robert Jukes is an experienced Global Strategist and specializing in top-down macroeconomic and thematic ideas along with multi-asset risk-based quantitative strategies. Robert is a member of the Canaccord Genuity Wealth Management Asset Allocation committee and has a particular interest in multi-asset portfolio construction and risk. He is actively engaged in product development and the investment process with contributions from thematic and risk-based tactical asset allocation through to fundamental stock selection.