Guardian Capital Group
Michael Barkley, CFA, MBA has over 20 years of experience in the finance industry. Michael began their career as an Investment Advisor at BMO Nesbitt Burns in 1994 and held this role until 1999. Michael then joined Mawer Investment Management as a Partner and Director of Private Client Portfolio Management from 1999 to 2001. Following this, they worked at TD as a Senior Portfolio Manager in Private Investment Counsel from 2001 to 2004. Since 2004, they have been with Guardian Capital Group, where they hold the position of SVP & Portfolio Manager in Private Wealth.
Michael Barkley, CFA, MBA completed their BA in Economics from the University of Maine from 1988 to 1992. Michael later pursued an MBA at The University of British Columbia from 1992 to 1994. In terms of additional certifications, they obtained their Chartered Financial Analyst (CFA) from the CFA Institute in September 1999. Additionally, they became a Fellow of the Canadian Securities Institute in November 1997.
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Guardian Capital Group
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Guardian Capital Group Limited is a Canada-based financial services company. The Company serves the wealth management needs of a range of clients. It operates through three segments: institutional and private wealth investment management; financial advisory, which includes an insurance managing general agency (MGA), a mutual fund dealer and a securities dealer (together, the Dealers), and corporate activities and investments. The Company's service areas include institutional investment management, private wealth management, financial advisory services, mutual fund dealership, securities dealership, managing general agency and private banking. It provides Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA) investment management solutions. It offers solutions that span the asset class spectrum, including domestic and global equities, fixed income and balanced strategies. It offers pooled funds and acts as sub-advisor to investment pools offered by insurance companies.