Profil
Mr. Kerkovius has a long and outstanding track record in the investment industry.
In 1980 he received his Bachelor of Commerce with a major in Finance from the University of Calgary.
He graduated at the top of his class and was the recipient of the Faculty of Management Gold Medal.
Mr. Kerkovius began his investment career as an Investment Administrator with Royal Trust in 1980.
He was soon promoted to Investment Officer and was later responsible for managing the company’s Edmonton branch.
In 1986, Mr. Kerkovius received his Chartered Financial Analyst designation and moved to the Investment Management Division with the Alberta Treasury.
His responsibilities progressed from those of a Securities Analyst to those of an Assistant Portfolio Manager and Senior Equity Analyst.
In 1994 he joined Levesque Beaubien Geoffrion in Corporate Finance.
When he left Levesque he was the Senior Vice President responsible for all corporate finance activities in Western Canada.
In 2000 he moved to PricewaterhouseCoopers as a Director of Corporate Finance and Investment Banking.
After leaving PricewaterhouseCoopers, Mr. Kerkovius applied his passion for research in private practice, and later to directing the investment research operations for Overlord Financial Inc.
In 2004 he joined McLean & Partners.
He is the past President of the Edmonton Society of Financial Analysts and a long-time member of the Calgary CFA society.
Ehemalige bekannte Positionen von Lex Kerkovius
| Unternehmen | Position | Ende |
|---|---|---|
CWB Wealth Partners Ltd.
 CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Analyst-Equity | 20.04.2009 |
Aston Hill Financial, Inc.
 Aston Hill Financial, Inc. Investment ManagersFinance Aston Hill Financial, Inc. is an asset management company, which engages in the business of management, marketing, distribution and administration of mutual funds, private equity funds, hedge funds, segregated institutional funds, as well as oil and gas property, and other fee based investment products for Canadian investors. It operates through its sole segment of activity related to management, sub advisory services and administration services for the Company's funds under management. Its services include high net worth investment management, institutional investment management, portfolio advisory services and other fee based investment products in Canada. The company was founded by Marcel J. Tremblay and Eric J. Tremblay in 2001 and is headquartered in Ontario, Canada. | Direktor/Vorstandsmitglied | 31.12.2003 |
| Levesque Beaubien Geoffrion | Corporate Officer/Principal | 31.12.1999 |
Royal Trust Corp. of Canada
 Royal Trust Corp. of Canada Investment ManagersFinance Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide. | Portfolio Manager-Aktien | - |
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Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations. | Finance |
Royal Trust Corp. of Canada
Royal Trust Corp. of Canada Investment ManagersFinance Royal Trust Corp. of Canada (Royal Trust) is an investment management division of Royal Bank of Canada, (TSX: RY, NYSE: RY). The firm is headquartered in Toronto, Ontario. Royal Trust provides wealth and trust management services to clients worldwide. | Finance |
| Levesque Beaubien Geoffrion | Finance |
Aston Hill Financial, Inc.
Aston Hill Financial, Inc. Investment ManagersFinance Aston Hill Financial, Inc. is an asset management company, which engages in the business of management, marketing, distribution and administration of mutual funds, private equity funds, hedge funds, segregated institutional funds, as well as oil and gas property, and other fee based investment products for Canadian investors. It operates through its sole segment of activity related to management, sub advisory services and administration services for the Company's funds under management. Its services include high net worth investment management, institutional investment management, portfolio advisory services and other fee based investment products in Canada. The company was founded by Marcel J. Tremblay and Eric J. Tremblay in 2001 and is headquartered in Ontario, Canada. | Finance |
