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Jonathan 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. Jonathan previously worked as part of the North American high-yield investment team. Prior to joining the company, he worked with CIBC Investment Services and CIBC Wood Gundy. Jonathan holds the Canadian Investment Manager and Fellow of the Canadian Securities Institute designations.
Education: B.A., University of Western Ontario; M.A., M.B.A., York University
Joined Company: 1999
Began Career: 1995
1 On April 20, 2018, the Manulife Preferred Income Class merged into the Manulife Dividend Income Class. 2 Formerly Manulife Canadian Focused Class 3 Formerly Manulife Canadian Focused Fund 4 On April 20, 2018, the Manulife U.S. Dividend Income Registered Fund merged into the Manulife U.S. Dividend Income Fund. 5 On May 25, 2018, the Manulife Unhedged U.S. Monthly High Income Fund merged into the Manulife U.S. Monthly High Income Fund. 6 On August 3, 2021, the Manulife Value Balanced Class was renamed Manulife Global Monthly High Income Class. 7 On August 3, 2021, the Manulife Value Balanced Fund was renamed Manulife Global Monthly High Income Fund. 8 On May 25, 2018 the Manulife Conservative Income Fund merged into the Manulife Yield Opportunities Fund.
Manulife Funds (including the Trust Pools) and Manulife Corporate Classes (including the Class Pools) are managed by Manulife Investment Management Limited (formerly named Manulife Asset Management Limited). Manulife, Manulife Investment Management, the Stylized M Design, and Manulife Investment Management & Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
CS5848E 11/18 AODA