Personal Biography

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Alan Wicks, CFA

Name

Alan Wicks, CFA

Position

Senior Portfolio Manager, Team Leader/Founder, Essential Equity

Alan is a senior portfolio manager for the firm’s essential equity team. The team manages multiple strategies for institutional and retail clients, including Canadian all-cap equity, Canadian large-cap value equity, Canadian focused equity, dividend income, U.S. dividend income, Canadian balanced, U.S. balanced, and global balanced. After joining the firm, Alan held positions of progressive responsibility in equity investment analysis and management before assuming leadership of the essential equity team. He holds the Chartered Financial Analyst designation.