Leonie Soltay

Analyst-Equity at

CI Investments, Inc.

Finance

Consumer Services

Profile

Ms. Leonie G.
Soltay, CFA, is a Portfolio Manager at CI Investments, Inc. She has over 18 years of industry experience.
In her role, she helps manage Canadian, resource, and precious metals portfolios in addition to doing research on commodities and related equities for CI GAM.
Ms. Soltay was previously employed as an Associate Portfolio Manager by Sentry Investments, Inc. and a Research Analyst by Loewen, Ondaatje, McCutcheon Ltd. She has a BSc and MSc from University of Toronto and she is a CFA charterholder.

Leonie Soltay active positions

Companies	Position	Start
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Analyst-Equity	2017-10-01

All active positions of Leonie Soltay

Former positions of Leonie Soltay

Companies	Position	End
Sentry Investments, Inc. Sentry Investments, Inc. Investment ManagersFinance Sentry Investments seeks to preserve capital, maximize return, minimize risk and manage investment capital to generate a steady stream of income. Sentry Investments' approach is a combination of both a quantitative and a forward-looking intrinsic value approach. Their analysts use a proprietary model to review companies in each target sector and apply specific investment criteria to evaluate each company's historical performance. Sentry Investments then weighs these criteria to select the stocks with proven records of success and the best prospects for capital appreciation, looking forward. The firm's products include TSX-listed closed end funds, closed-end trusts, flow through limited partnerships, mutual funds and principal-protected notes covering a variety of domestic and global strategies.	Analyst-Equity	2017-10-01
Loewen, Ondaatje, McCutcheon Ltd. Loewen, Ondaatje, McCutcheon Ltd. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Private companies	4
CI Investments, Inc. CI Investments, Inc. Investment ManagersFinance CI Investments offers an array of mutual funds, including over 90 core funds. These funds include a range of portfolio managers who cover the full spectrum of investment styles and strategies focusing on various regions, asset classes and industries. Rather than offering just one investment style, the firm has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth. CI Investments believes that their approach to responsible investing is aligned with the six principles that comprise the United Nations Principles for Responsible Investing.	Finance
Sentry Investments, Inc. Sentry Investments, Inc. Investment ManagersFinance Sentry Investments seeks to preserve capital, maximize return, minimize risk and manage investment capital to generate a steady stream of income. Sentry Investments' approach is a combination of both a quantitative and a forward-looking intrinsic value approach. Their analysts use a proprietary model to review companies in each target sector and apply specific investment criteria to evaluate each company's historical performance. Sentry Investments then weighs these criteria to select the stocks with proven records of success and the best prospects for capital appreciation, looking forward. The firm's products include TSX-listed closed end funds, closed-end trusts, flow through limited partnerships, mutual funds and principal-protected notes covering a variety of domestic and global strategies.	Finance
University of Toronto University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Loewen, Ondaatje, McCutcheon Ltd. Loewen, Ondaatje, McCutcheon Ltd. Investment Banks/BrokersFinance Provides brokerage services	Finance