Michael Simpson
Portfolio Manager-Equities at NCM Asset Management Ltd.
Profile
Mr. Michael R.
Simpson, CFA, is a Portfolio Manager at NCM Asset Management Ltd.
He is a experienced seasoned Portfolio Manager who has a goal of growing the assets of the Dividend Champions Fund and providing excellent risk-adjusted returns.
Mr. Simpson was previously employed as a SVP & Executive Portfolio Manager by CI Investments, Inc., a Vice President & Senior Portfolio Manager by Sentry Select, a Vice President & Senior Portfolio Manager by Sentry Select Diversified Income Fund, a Vice President & Senior Portfolio Manager by Sentry Select Capital Corp., a Senior Vice President & Senior Portfolio Manager by Sentry Investments, Inc., a Research Analyst by Dynamic Mutual Funds, a Vice President & Senior Portfolio Manager by Precious Metals & Mining Trust, a Vice President by Premier Value Income Trust, a Vice President by Sentry Select 40 Split Income Trust, a Vice President & Senior Portfolio Manager by Sentry Select Blue Chip Income Trust, a Vice President & Senior Portfolio Manager by Sentry Select China Fund, a Vice President by Sentry Select Commodities Income Trust, and a Vice President & Senior Portfolio Manager by Sentry Select Global Real Estate Fund.
He received his undergraduate degree from York University.
Michael Simpson active positions
| Companies | Position | Start |
|---|---|---|
NCM Asset Management Ltd.
 NCM Asset Management Ltd. Investment ManagersFinance Norrep Capital Management Ltd. (NCM) is a global investment manager headquartered in Calgary, Alberta, Canada. The firm was founded in 1995 as Hesperian Capital Management Ltd. They assumed portfolio management duties for Norrep Investments at the beginning of 1999. On 01 May 2018, Cumberland Partners (CPL), Norrep Investment Management Group Inc. (NIMGI; parent company of NCM), Perron & Partners Wealth Management Corp. (PPWM) and Perron Asset Management Inc. (PAM) amalgamated their entities. As a result of the combination, CIC, CPWM, NIMGI and NCM became wholly-owned subsidiaries of CPL. NCM has provided Canadians with an independent choice for their investments using a highly disciplined approach to investing. | Portfolio Manager-Equities | 2020-08-31 |
Former positions of Michael Simpson
| Companies | Position | End |
|---|---|---|
Sentry Investments, Inc.
 Sentry Investments, Inc. Investment ManagersFinance Sentry Investments Corp. (Sentry), formerly Sentry Select Capital Management, is an investment advisor headquartered in Toronto, Ontario and was founded in 1997. The firm was acquired by CI Investments Inc. on October 2017. Sentry Select manages the Sentry Select family of mutual funds and portfolios of junior and intermediate oil and gas company shares for several affiliated flow-through limited partnerships. | Portfolio Manager-Equities | 2017-10-01 |
Sentry Select Blue Chip Income Trust
 Sentry Select Blue Chip Income Trust Investment Trusts/Mutual FundsMiscellaneous Sentry Select Blue Chip Income Trust is a closed-end investment trust. It provides potential capital appreciation, while protecting the investor's principal. The company invests 30 blue-chip Canadian and U.S. securities. The company is comprised of two separate components: fixed portfolio and managed portfolio. The fixed portfolio provides principal protection. The managed portfolio provides capital appreciation. The company was founded on February 27, 2001 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | 2011-04-11 |
Sentry Select Commodities Income Trust
 Sentry Select Commodities Income Trust Investment Trusts/Mutual FundsMiscellaneous Sentry Select Commodities Income Trust is a closed-end Investment fund/Investment trust. The fund was founded on June 1, 2005 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | 2011-02-07 |
Premier Value Income Trust
 Premier Value Income Trust Investment Trusts/Mutual FundsMiscellaneous Premier Value Income Trust is a closed-end Investment fund/Investment trust. The fund was founded on January 27, 2005 and is headquartered in Toronto, Canada. | Corporate Officer/Principal | 2011-02-06 |
Sentry Select 40 Split Income Trust
 Sentry Select 40 Split Income Trust Investment Trusts/Mutual FundsMiscellaneous Sentry Select 40 Split Income Trustis is a Closed-End Investment Fund/Investment Trust. Its investment objective is to invest primarily in Securities with a view (i) to paying monthly distributions on the Series X Units subject to the terms as described in the Declaration of Trust and (ii) to preserving and enhancing Net Asset Value.the company is founded on December 13, 2006 and is headquartered in Toronto, ON. | Corporate Officer/Principal | 2010-11-11 |
Training of Michael Simpson
| York University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 14 |
|---|---|
Sentry Investments, Inc.
Sentry Investments, Inc. Investment ManagersFinance Sentry Investments Corp. (Sentry), formerly Sentry Select Capital Management, is an investment advisor headquartered in Toronto, Ontario and was founded in 1997. The firm was acquired by CI Investments Inc. on October 2017. Sentry Select manages the Sentry Select family of mutual funds and portfolios of junior and intermediate oil and gas company shares for several affiliated flow-through limited partnerships. | Finance |
Dynamic Mutual Funds
 Dynamic Mutual Funds Investment Trusts/Mutual FundsMiscellaneous Dynamic Mutual Funds provides mutual fund management services. The company is headquartered in Toronto, Canada. | Miscellaneous |
Sentry Select China Fund
 Sentry Select China Fund Investment Trusts/Mutual FundsMiscellaneous Sentry Select China Fund focuses on providing a total return and quarterly distributions. It offers exposure to an actively managed, diversified portfolio of equity securities of companies with a majority of their operations in China. The company is headquartered in Toronto, ON. | Miscellaneous |
Sentry Select Global Real Estate Fund
 Sentry Select Global Real Estate Fund Investment Trusts/Mutual FundsMiscellaneous Sentry Select Global Real Estate Fund capitalizes on attractive investment opportunities in the global real estate market. It seeks to benefit from stable income from real estate issuers in mature real estate markets and opportunities for capital appreciation from emerging markets with faster growing economies. The Fund offers Listed Units and Class F units. The company is headquartered in Toronto, Canada. | Miscellaneous |
Sentry Select Diversified Income Fund
 Sentry Select Diversified Income Fund Investment Trusts/Mutual FundsMiscellaneous Sentry Select Diversified Income Fund provides consistent monthly income and capital appreciation by investing primarily in a diversified portfolio of Canadian securities, including equities, fixed-income instruments, real estate investment trusts, royalty and income trusts. It follows a fundamental bottom-up approach to investing, while maintaining a value bias towards the purchase of growth companies and focuses on credit quality, duration and liquidity. | Miscellaneous |
Sentry Select Blue Chip Income Trust
Sentry Select Blue Chip Income Trust Investment Trusts/Mutual FundsMiscellaneous Sentry Select Blue Chip Income Trust is a closed-end investment trust. It provides potential capital appreciation, while protecting the investor's principal. The company invests 30 blue-chip Canadian and U.S. securities. The company is comprised of two separate components: fixed portfolio and managed portfolio. The fixed portfolio provides principal protection. The managed portfolio provides capital appreciation. The company was founded on February 27, 2001 and is headquartered in Toronto, Canada. | Miscellaneous |
Sentry Select Commodities Income Trust
Sentry Select Commodities Income Trust Investment Trusts/Mutual FundsMiscellaneous Sentry Select Commodities Income Trust is a closed-end Investment fund/Investment trust. The fund was founded on June 1, 2005 and is headquartered in Toronto, Canada. | Miscellaneous |
Premier Value Income Trust
Premier Value Income Trust Investment Trusts/Mutual FundsMiscellaneous Premier Value Income Trust is a closed-end Investment fund/Investment trust. The fund was founded on January 27, 2005 and is headquartered in Toronto, Canada. | Miscellaneous |
Sentry Select 40 Split Income Trust
Sentry Select 40 Split Income Trust Investment Trusts/Mutual FundsMiscellaneous Sentry Select 40 Split Income Trustis is a Closed-End Investment Fund/Investment Trust. Its investment objective is to invest primarily in Securities with a view (i) to paying monthly distributions on the Series X Units subject to the terms as described in the Declaration of Trust and (ii) to preserving and enhancing Net Asset Value.the company is founded on December 13, 2006 and is headquartered in Toronto, ON. | Miscellaneous |
Precious Metals & Mining Trust
 Precious Metals & Mining Trust Investment Trusts/Mutual FundsMiscellaneous Precious Metals & Mining Trust is a closed-end investment trust. Its investment objective is to provide unitholders long-term capital appreciation and monthly cash distributions through investing in a portfolio consisting primarily of equity securities of mining issuers that are listed on a North American stock exchange. The company was founded on May 29, 2006 and is headquartered in Toronto, Canada. | Miscellaneous |
| Sentry Select | Miscellaneous |
Sentry Investments Corp.
 Sentry Investments Corp. Financial ConglomeratesFinance Sentry Investments Corp. provides fund managment services. It provides its services to individual and institutional clients. The firm offers corporate class, flow-through limited partnerships, personal pension portfolios and real income. The company was founded in 1997 and is headquartered in Toronto, Canada. | Finance |
CI Investments, Inc.
 CI Investments, Inc. Investment ManagersFinance CI Investments, Inc. is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1965 as CI Mutual Funds, Inc. and adopted the name CI Investments in June 2005 to reflect its diverse line-up of investment options, including mutual funds, segregated funds, asset allocation programs, structured products and other alternative investments. They are a subsidiary of CI Financial Corp. (TSX: CIX). CI Investments manages money on behalf of Canadian investors and provide them with an increasingly comprehensive Canadian, global and industry funds. | Finance |
NCM Asset Management Ltd.
NCM Asset Management Ltd. Investment ManagersFinance Norrep Capital Management Ltd. (NCM) is a global investment manager headquartered in Calgary, Alberta, Canada. The firm was founded in 1995 as Hesperian Capital Management Ltd. They assumed portfolio management duties for Norrep Investments at the beginning of 1999. On 01 May 2018, Cumberland Partners (CPL), Norrep Investment Management Group Inc. (NIMGI; parent company of NCM), Perron & Partners Wealth Management Corp. (PPWM) and Perron Asset Management Inc. (PAM) amalgamated their entities. As a result of the combination, CIC, CPWM, NIMGI and NCM became wholly-owned subsidiaries of CPL. NCM has provided Canadians with an independent choice for their investments using a highly disciplined approach to investing. | Finance |
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