Alfred Lee Email & Phone Number

Deputy Chief Investment Officer @ Quintessence Wealth

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Alfred Lee Location

Canada

Alfred Lee Work

2024 - now Deputy Chief Investment Officer @ Quintessence Wealth
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2021 - 2024 Director, Portfolio Manager and Investment Strategist (BMO ETFs) @ BMO Global Asset Management - Canada
2020 - 2021 Co-Lead Portfolio Manager - Provincial Bond Purchase Program (PBPP) - Bank of Canada Secondment @ BMO Global Asset Management - Canada

2011 - 2020 Director, Portfolio Manager and Investment Strategist - Fixed Income ETFs (BMO ETFs) @ BMO Global Asset Management - Canada
2015 - 2015 Director, Portfolio Manager and Investment Strategist (BMO ETFs - Hong Kong) @ BMO Global Asset Management - Canada
2010 - 2011 Vice President, Investment Strategist (BMO ETFs) @ BMO Global Asset Management - Canada
2006 - 2009 ETF and Index Strategy and Research, Investment Strategy Group @ CIBC Wood Gundy
2006 - 2009 Mutual Fund and Manager Research @ CIBC Wood Gundy
2007 - 2009 Guided Portfolio Investment Committee @ CIBC Wood Gundy
2004 - 2006 Manager, Index and Universe Specialist @ RBC Investor Services

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Alfred Lee Education

Market Technicians Association (MTA)
CMT Charterholder
2011
CFA Institute
2006
The University of Western Ontario
2001

Canadian Securities Institute (CSI)
Derivatives Markets Specialist

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Alfred Lee Skills

Artificial Intelligence (AI)
Machine Learning
Podcasting

Credit Derivatives
Marketing
Marketing Strategy
Presentations
Business Strategy
Public Speaking
Manager Selection

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Alfred Lee Summary

Alfred Lee, based in Canada, is currently a Deputy Chief Investment Officer at Q Wealth Partners. Alfred Lee brings experience from previous roles at BMO Global Asset Management. Alfred Lee holds a CMT Charterholder @ Market Technicians Association (MTA). With a robust skill set that includes Artificial Intelligence (AI), Machine Learning, Podcasting, Credit Derivatives, Marketing and more. Alfred Lee has 2 emails and 2 mobile phone numbers on RocketReach.

Alfred Lee Emails

Found 2 emails

Alfred Lee Phone Numbers

Found 2 phone numbers

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Top Quintessence Wealth Employees

Sara Hilliard

Chief Operating Officer and Executive Partner at Quintessence Wealth

Canada
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- qwealth.com
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- 647391XXXX
Michael Marchessault

Associate Director, Data Analytics at Quintessence Wealth

Burlington, ON, CA
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- 905691XXXX
Toula Yiouroukis

Head, Investor and Fund Operations at Quintessence Wealth

Toronto, ON, CA
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Christopher Heaman

Portfolio Manager at Quintessence Wealth

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