Robert Spafford

Analyst-Equity at

Cidel Asset Management, Inc.

Finance

Consumer Services

Profile

Mr. Robert L.
Spafford, CFA MBA, is a Lead Portfolio Manager at Cidel Asset Management, Inc. He is responsible for co-managing the Canadian Equity Total Return Fund, co-managing the Canadian Opportunities Fund, and research in the Materials, Communication Services and Information technology sectors.
Prior to joining Cidel, Mr. Robert worked in equity research, a fund analyst specializing in Canadian equities and fixed income, and as an investment funds specialist.
He has more than 20 years of experience in wealth and portfolio management, investment analysis and sales.
He holds an MBA in Finance and Investment Management from the Joseph L.
Rotman School of Management.

Robert Spafford active positions

Companies	Position	Start
Cidel Asset Management, Inc. Cidel Asset Management, Inc. Investment ManagersFinance Cidel AM customizes a portfolio that includes multiple asset classes or types from around the world to diversify the risk and finely tune their clients’ overall investment to meet their individual needs.	Analyst-Equity	2013-05-31

All active positions of Robert Spafford

Former positions of Robert Spafford

Companies	Position	End
Toron Capital Markets, Inc. Toron Capital Markets, Inc. Investment ManagersFinance Toron Capital Markets designs and manages customized hedging solutions for institutional clients with currency and interest rate exposures. Investing globally, they tend to focus on investments in the finance, communications and consumer non-durables sectors.	Analyst-Equity	2012-12-31
RBC Capital Markets LLC (Investment Management) RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC-IM uses a multi-manager, multi-asset-class approach that provides a range of strategies and investment vehicles and styles to ensure the appropriate diversification of investments. Investment strategies and asset mix used in the construction of portfolios may include a variety of securities including, but not limited to eligible equity securities (both foreign and domestic), investment grade bonds, escrowed to maturity bonds and fully pre-refunded bonds (both taxable and non-taxable), and wrap-eligible mutual funds and ETPs.	Corporate Officer/Principal	2005-12-30
BMO Capital Markets Corp. (Canada) BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance Offers corporate and investment banking, treasury management, research & advisory services	Corporate Officer/Principal	-
Fidelity Investments Canada ULC Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices.	Corporate Officer/Principal	-

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Linked companies

Private companies	7
Fidelity Investments Canada ULC Fidelity Investments Canada ULC Investment ManagersFinance FIC aims to deliver strong long-term returns through fundamental analysis with a bottom-up stock picking approach to select investments. Their portfolio managers and analysts employ a hands-on investment approach which includes visiting companies, conducting interviews and communicating with competitors. The firm covers over 90% of the companies included on the major global indices.	Finance
BMO Capital Markets Corp. (Canada) BMO Capital Markets Corp. (Canada) Investment Banks/BrokersFinance Offers corporate and investment banking, treasury management, research & advisory services	Finance
Rotman School of Management Rotman School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Toron Capital Markets, Inc. Toron Capital Markets, Inc. Investment ManagersFinance Toron Capital Markets designs and manages customized hedging solutions for institutional clients with currency and interest rate exposures. Investing globally, they tend to focus on investments in the finance, communications and consumer non-durables sectors.	Finance
University of Manitoba University of Manitoba Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
RBC Capital Markets LLC (Investment Management) RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC-IM uses a multi-manager, multi-asset-class approach that provides a range of strategies and investment vehicles and styles to ensure the appropriate diversification of investments. Investment strategies and asset mix used in the construction of portfolios may include a variety of securities including, but not limited to eligible equity securities (both foreign and domestic), investment grade bonds, escrowed to maturity bonds and fully pre-refunded bonds (both taxable and non-taxable), and wrap-eligible mutual funds and ETPs.	Finance
Cidel Asset Management, Inc. Cidel Asset Management, Inc. Investment ManagersFinance Cidel AM customizes a portfolio that includes multiple asset classes or types from around the world to diversify the risk and finely tune their clients’ overall investment to meet their individual needs.	Finance