Harbour Advisors  



The Harbour team aims to achieve above-average long-term growth while preserving the funds’ capital base. Harbour is known for its concentrated portfolios and its patient long-term outlook.




Ryan Fitzgerald Ryan Fitzgerald, CFA
Senior Portfolio Manager,
Senior Vice-President

Ryan Fitzgerald joined Harbour Advisors in April 2016. Prior to joining Harbour, Mr. Fitzgerald was a portfolio manager with Signature Global Asset Management, where he co-managed the Signature High Income and Signature Diversified Yield funds. He oversaw the equity portion of these funds. A value-oriented investor, he focused on conservative equity investments, including large capitalization stocks, income trusts, real estate and infrastructure. Over the six years that Mr. Fitzgerald co-managed Signature High Income Fund, it outperformed its Morningstar Global Neutral Balanced peer group with a second-quartile performance and over the prior five years had less volatility than its peer group average. He joined CI in 1998 and worked in a variety of capacities, including sales and marketing, before joining Signature in 2004.

Mr. Fitzgerald holds the Chartered Financial Analyst designation and a B.Comm. from St. Mary's University.




Roger Mortimer Roger Mortimer
Senior Portfolio Manager,
Senior Vice-President

Roger Mortimer joined the Harbour team in September. He has 30 years of investment industry experience. From 1997 to 2005, Mr. Mortimer was Senior Vice-President and Portfolio Manager at AIM Investments and a Global Partner of its parent firm AMVESCAP. He is best known for his management of the AIM Canadian First Class (now Trimark Canadian Class), which outperformed the benchmark S&P/TSX Composite Index and its peer group during his tenure. From 2005 to 2009, Mr. Mortimer was a Vice-President and Portfolio Manager in the Canadian operations of Capital Group Companies, a Los Angeles-based investment management firm. Prior to his current role, he was Managing Director of Parador Asset Management, a company he founded in 2009.

Mr. Mortimer holds a BA in Economics and an MBA from the University of Western Ontario.

Mr. Mortimer is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain funds associated with Harbour Advisors are sub-advised by CI Global Investments Inc.




Peter Hofstra Peter Hofstra
Senior Portfolio Manager

Peter Hofstra joined Harbour Advisors in July 2017 as Senior Vice-President and Senior Portfolio Manager. Peter brings to the team a depth of experience in both investment management and company management. Immediately prior to joining Harbour, Peter was Chief Investment Officer and Managing Director of Investment Research at Manitou Investment Management, a firm that focuses on private client and institutional money management. Peter was also a co-founder of a clean technology investment LP, which was acquired by Manitou. Prior to that, he was a portfolio manager at a large mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science and technology fund. Peter has a B.Sc. in Chemistry and a PhD in Engineering Physics. Before joining the investment industry, he spent eight years with a technology firm, initially serving as a Senior Scientist and eventually becoming the Vice-President of Research and Development reporting directly to the CEO. Peter also holds the CFA designation.




Paul Sandhu Paul Sandhu
Portfolio Manager,
(Marret Asset Management)

Paul Sandhu is a portfolio manager with Marret Asset Management, and as a sub-advisor manages a substantial portion of the fixed-income holdings of Harbour’s balanced funds. Mr. Sandhu has 29 years of domestic and international fixed-income experience. Prior to joining Marret, he was responsible for the global distribution of Canadian fixed-income and money market products at BMO Capital Markets and was directly responsible for advising the world’s largest fixed-income asset managers on portfolio strategy, asset mix, security selection, and alpha/beta generation. Mr. Sandhu also held positions with Goldman Sachs and Citibank in Europe, the U.S., and Canada. He holds a BA (Economics and Political Science) from the University of British Columbia and a Masters in Public Administration from the University of Victoria.




Brian Huen Brian Huen, CFA
Head of Trading,
Vice-President, Investments

Brian Huen is Head of Trading for Harbour Advisors. Prior to joining Harbour in January 2015, Mr. Huen was Head of Trading and Portfolio Manager at Red Sky Capital Management, a Toronto-based asset manager.  Prior to Red Sky, Brian was an Executive Director at CIBC Wholesale Bank in its Institutional Equity Division. Mr. Huen also has experience in equity sales, private equity and investment banking with UBS, TD Capital, and Credit Suisse. Mr. Huen began his career in equity research with Scotia Capital in 1998.

He holds the Chartered Financial Analyst designation and an Honours Business Administration degree and an MBA from the Ivey Business School at the University of Western Ontario.




Greg Chan Greg Chan, CFA
Investment Analyst

Greg Chan joined Harbour in 2011. Prior to that, he worked for CI Investments in several positions. Mr. Chan holds the Chartered Financial Analyst designation and graduated from the University of Western Ontario with a Bachelor of Management and Organizational Studies degree in finance and administration.




Gurveer Kehal Gurveer Kehal, CFA
Investment Analyst & Associate Portfolio Manager

Gurveer Kehal joined Harbour in 2015 after completing a master’s degree in finance from the University of Cambridge. Prior to that, he spent two years as a small-cap equity analyst for CIBC Asset Management. Mr. Kehal also holds a Bachelor of Business Administration degree from Wilfrid Laurier University and has passed all three levels of the Chartered Financial Analyst program. During his time at Wilfrid Laurier, he completed co-op placements with Unilever, Genuity Capital Markets, and UBS Global Asset Management.

Mr. Kehal also holds a Bachelor of Business Administration degree from Wilfred Laurier University and holds the Chartered Financial Analyst designation.




Chris Lichtenheldt Chris Lichtenheldt, CFA
Investment Analyst

Chris Lichtenheldt joined Harbour Advisors in January 2017. Prior to joining Harbour, he worked with Cambridge Global Asset Management, a division of CI investments, covering the global consumer discretionary and materials sectors. Mr. Lichtenheldt has been in the investment industry since 2004 and has held roles as a Senior Analyst at UBS Securities Canada and Dundee Capital Markets, initially covering the retail and utility sectors, and then working as an Analyst covering the mining sector. Mr. Lichtenheldt consistently held top rankings for stock selection and earnings estimation.

Mr. Lichtenheldt holds a BBA from Wilfrid Laurier University and the CFA designation.




Bunty Mahairhu Bunty Mahairhu, CFA
Investment Analyst

Bunty Mahairhu joined Harbour Advisors in October 2016. Prior to joining Harbour, he was an associate portfolio manager for three years specializing in Canadian equity funds at bcIMC. His investment career began in 2008 as a corporate analyst at bcIMC where he also gained experience as a trader and served in that capacity until becoming the acting Co-Head of Trading in 2012. In 2013, he shifted roles into fund management. Mr. Mahairhu holds a First Class Honours Bachelor of Business Administration degree from Simon Fraser University and holds the Chartered Financial Analyst designation.




Ali Pervez Ali Pervez, CFA
Investment Analyst

Ali Pervez joined Harbour Advisors in June 2016 after almost three years as a research associate at Barclays Capital covering the Canadian telecom, media and technology sector. Prior to that, he was a research associate at National Bank Financial covering Canadian consumer staples and consumer discretionary equities. Mr. Pervez has a Bachelor of Business Administration degree from Wilfrid Laurier University and also holds the Chartered Financial Analyst designation. During his time at Wilfrid Laurier, he completed co-op placements with Johnson & Johnson and UBS Securities.




Greg Quickmire Greg Quickmire
Investment Analyst

Greg Quickmire joined Harbour Advisors in 2014. Prior to that, he held various positions at CI Investments and its affiliates. Mr. Quickmire received an HBA with distinction from the Ivey Business School, where he was awarded the Fairfax Prize for producing the top investment thesis in his Value Investing course. He has passed all three levels of the CFA Program and may be awarded the Chartered Financial Analyst designation upon completion of the required work experience.




Jeremy Rosa Jeremy Rosa, CFA
Investment Analyst

Jeremy Rosa joined Harbour Advisors as an investment research analyst in 2011. Prior to joining the group, he held various positions at CI investments and its affiliates. Most recently, he was a securities trader at Assante Wealth Management. Mr. Rosa holds the Chartered Financial Analyst designation and graduated from Financial Planning Management at George Brown College.




Claire Thornhill Claire Thornhill, CFA
Investment Analyst

Claire Thornhill joined Harbour Advisors in May 2016 after three years as a generalist analyst covering global equities at Aston Hill Financial. Prior to that, she worked at Susquehanna International Group for over six years where she was a research analyst covering commodities and equity options. Ms. Thornhill has a BBS in business majoring in Economics and Finance and a Masters in Finance, both from the University of Limerick. She also sits on the board of the Ireland Fund of Canada’s Young Leaders and is an active member of Women in Capital Markets. Claire holds the Chartered Financial Analyst designation.




Peter Cranston Peter Cranston
Trading Associate

Peter Cranston joined Harbour Advisors in December 2016. Prior to joining Harbour, he worked at Toronto-based asset manager Red Sky Capital Management and in a variety of positions at CI Investments. He most recently was a Trading Associate in CI's Portfolio Operations group.

Peter holds a Bachelor of Management and Organizational Studies degree from the University of Western Ontario.

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Harbour Advisors is a division of CI Investments Inc. Certain funds associated with Harbour Advisors are sub-advised by CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc.
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