Profiel
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.
Eerdere bekende functies van Lex Kerkovius
| Bedrijven | Functie | Einde |
|---|---|---|
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth builds individualized strategies from a spectrum of global solutions driven by fundamental analysis. The firm exploits inefficiencies in the market to uncover quality companies that are being mispriced. When they invest, the weight of each security in the portfolio is positioned in a manner that is commensurate with its risk and reward profile. | Analyst-Equity | 20-04-2009 |
Aston Hill Financial, Inc.
Aston Hill Financial, Inc. Investment ManagersFinance Provides fund, investment management and portfolio advisory services | Directeur/Bestuurslid | 31-12-2003 |
Levesque Beaubien Geoffrion | Corporate Officer/Principal | 31-12-1999 |
Royal Trust Corporation of Canada
Royal Trust Corporation of Canada Investment ManagersFinance Royal Trust tends to focus on investments in the stocks of undervalued, large-cap US and Canadian companies in the finance, energy minerals, non-energy minerals, industrial services and transportation sectors. | Portefeuillebeheerder-Aandelen | - |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Royal Trust Corporation of Canada
Royal Trust Corporation of Canada Investment ManagersFinance Royal Trust tends to focus on investments in the stocks of undervalued, large-cap US and Canadian companies in the finance, energy minerals, non-energy minerals, industrial services and transportation sectors. | Finance |
Aston Hill Financial, Inc.
Aston Hill Financial, Inc. Investment ManagersFinance Provides fund, investment management and portfolio advisory services | Finance |
Levesque Beaubien Geoffrion | Finance |
CWB Wealth Partners Ltd.
CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth builds individualized strategies from a spectrum of global solutions driven by fundamental analysis. The firm exploits inefficiencies in the market to uncover quality companies that are being mispriced. When they invest, the weight of each security in the portfolio is positioned in a manner that is commensurate with its risk and reward profile. | Finance |
















