Chuck Roth

Chuck’s primary area of expertise is managing Canadian equity and balanced portfolios. Chuck joined Mackenzie in 1997. His management experience began 1986 when he managed equity portfolios at New York Life Insurance. In 1989 he joined Ultravest as Vice President, Equity Investments where he formulated and implemented the equity investment strategy at Ultravest Investment Counselors Inc. Chuck earned a BBA from Wilfrid Laurier University, is a Fellow of the Institute of Canadian Bankers and holds the Chartered Financial Analyst (CFA) designation.