WALLY KUSTERS, CFA
PartnerBarrantagh Investment ManagementToronto
Wally Kusters brings to his role as Lead Manager, Balanced and Equity Portfolios, the benefits of his successful experience managing billions of dollars in equity and balanced portfolios. His career spans over 18 years working in portfolio management, investment analysis, and merger and acquisition valuation.
Wally’s background includes equity research and analysis for the assets of Mutual Life (now Clarica Life), and the active management of the Noranda Inc. pension plan.
At Trimark Investment Management Inc., Wally was responsible for the management of the company’s well-regarded balanced funds. More recently, he was a Chief Investment Officer for CI Funds. His value-oriented management style led to top-quartile performance by both Canadian balanced and Canadian equity mutual funds.
Wally earned an undergraduate degree in engineering and an MBA from Queen's University, and is a CFA Charterholder.