Kelly Marie Woodall

CCM emphasizes fundamentals such as quality management, cash flow growth, balance sheet strength, and valuation in the marketplace (as it pertains to the oil and gas sector), production profile, reserve additions, reserve quality, and finding development costs as critical variables that influence their investment decisions.

Phillips, Hager & North Investment Management (PHN) offers equity, fixed-income and balanced investment products. The firm offers a variety of equity funds including Canadian, international, emerging markets and sector-specific offerings across all market-caps. They apply a wide variety of investment styles including: value, growth and quality growth at a reasonable price. PHN uses a combination of fundamentals-driven and top-down research. Their fundamental research focuses on individual companies and considers measures such as earnings, growth, balance sheet strength and management quality. Valuation is also an integral part of their process as a stock must be well-priced. The firm's top-down research focuses on economic conditions and the operating climate for a given stock. PHN employs a multiple strategy fixed-income investment approach. Their actively managed funds and investment solutions provide access to a wide range of fixed-income instruments including money market, mortgage securities, Government bonds (federal provincial), corporate bonds, high-yield bonds and foreign bonds.

Bloom Investment Counsel specializes in North American income-oriented equities that seek to preserve and grow capital with a focus on minimizing risk. The firm employs an investment philosophy that is value-oriented and agnostic to market capitalization. They utilize fundamental analysis for stock selection. Bloom Funds are managed with a fully active, index agnostic investment management approach that utilizes bottom-up research analysis. Portfolios contain long-only positions and maintain a varying level of cash to protect against market corrections, or market over-valuation.

Provides brokerage services

Provides brokerage services

Functions as a College/University

Seymour-IM seeks to build and preserve their client’s wealth through long-term capital appreciation. The firm’s unique approach to investment management has enabled them to achieve superior risk-adjusted investment returns for the funds they manage and, ultimately, for their clients. They capitalize on attractive investment opportunities in areas that are under followed.