Susan Heather Spence

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Profile

Ms. Susan H.
Spence, CFA, is a Vice President at GLC Asset Management Group.
A member of the Portfolio Solutions team since 2011, she is responsible for the entire team and oversees portfolio management of the asset allocation portfolios, including independent screening, selection, due diligence and monitoring of each investment manager and underlying fund component.
Ms. Spence joined the Laketon team in 1996, where she held progressively senior roles, most notably co-lead manager for the Canadian Growth equity mandate.
She also has experience managing U.S.
equity mandates and working as a global equity analyst.
She holds an honors bachelor of commerce degree from Queen's University and is a CFA charterholder.

Former positions of Susan Heather Spence

Companies	Position	End
Portfolio Solutions Group Portfolio Solutions Group Investment ManagersFinance GLC Asset Management Group, do-business-as Portfolio Solutions Group (PSG), is the asset allocation investment division of GLC Asset Management Group Ltd. headquartered in London, Manitoba, Canada. Founded in 2011, PSG provides portfolio research and management expertise for GLC’s underlying funds.	Chief Investment Officer	2020-12-30
Laketon Investment Management Laketon Investment Management Investment ManagersFinance Laketon Investment Management is an investment advisor located in Toronto, Ontario. The firm is a division of GLC Asset Management Group Ltd. (GLC), itself a subsidiary of The Great-West Life Assurance Co., which is, in turn, a subsidiary of Great-West Life Co., Inc. Their ultimate parent is Power Financial Corp. of Canada (TSE: POW). In 2011, Great-West Life, London Life and Canada Life brought together three Canadian investment management subsidiaries under the umbrella of a new Canadian investment management subsidiary, GLC Asset Management Group Ltd. In 2012, These divisions include GWL Investment Management, London Capital Management and Laketon Investment Management. In 2012, Portico Investment Management was established as GLC's fixed income investment management division. GLC manages money for pension plans, endowments, group and individual retirement plans, institutional and high net worth clients, on behalf of some of the largest corporations in Canada.	Analyst-Equity	2010-12-01
CIBC Wood Gundy Securities Corp.	Corporate Officer/Principal	1995-12-30

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Training of Susan Heather Spence

Queen's University

Undergraduate Degree

Experiences
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Linked companies

Private companies	3
Laketon Investment Management Laketon Investment Management Investment ManagersFinance Laketon Investment Management is an investment advisor located in Toronto, Ontario. The firm is a division of GLC Asset Management Group Ltd. (GLC), itself a subsidiary of The Great-West Life Assurance Co., which is, in turn, a subsidiary of Great-West Life Co., Inc. Their ultimate parent is Power Financial Corp. of Canada (TSE: POW). In 2011, Great-West Life, London Life and Canada Life brought together three Canadian investment management subsidiaries under the umbrella of a new Canadian investment management subsidiary, GLC Asset Management Group Ltd. In 2012, These divisions include GWL Investment Management, London Capital Management and Laketon Investment Management. In 2012, Portico Investment Management was established as GLC's fixed income investment management division. GLC manages money for pension plans, endowments, group and individual retirement plans, institutional and high net worth clients, on behalf of some of the largest corporations in Canada.	Finance
CIBC Wood Gundy Securities Corp.	Finance
Portfolio Solutions Group Portfolio Solutions Group Investment ManagersFinance GLC Asset Management Group, do-business-as Portfolio Solutions Group (PSG), is the asset allocation investment division of GLC Asset Management Group Ltd. headquartered in London, Manitoba, Canada. Founded in 2011, PSG provides portfolio research and management expertise for GLC’s underlying funds.	Finance

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