News and resources for Canada's top financial advisors
Est. 1998
Portfolio Manager, Global Equities
Robertson is a Portfolio Manager in the Global Equities team responsible for stock selection, portfolio construction and risk control for the Technology and Communications sleeves of the Renaissance Global Technology Fund and the CIBC Global Technology Fund. Leveraging his extensive experience in finance and technology, he researches the industry to develop investment strategies and theses to select global technology companies that generate superior long-term performance.
Before assuming his current role in August 2022, Robertson worked for sixteen years in various roles in the asset management industry, most recently as a portfolio manager at 1832 Asset Management L.P. Prior to that, Robertson was a Staff Engineer with ATI Technologies for twelve years, successfully leading several Semiconductor design projects.
Robertson is a CFA charterholder. He earned a Master of Business Administration degree from the Rotman School of Management at the University of Toronto, a Master of Engineering degree from the University of Toronto, and a Bachelor of Applied Sciences degree from the University of British Columbia.
Equities
Why tech giants are less vulnerable to high rates.
Featuring Robertson Velez, CFA | October 23, 2023
Long-term investors are likely to be rewarded, PM says.
Featuring Robertson Velez, CFA | July 10, 2023
Planning and Advice
November 28, 2023|4 min read
October 25, 2023|3 min read
October 23, 2023|3 min read
September 11, 2023|3 min read
Tax & Estate
October 26, 2023|4 min read
July 31, 2023|5 min read
November 15, 2023|6 min read
August 30, 2023|5 min read
Investments
September 15, 2023|3 min read
June 20, 2023|3 min read
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