Wally Kusters CFA, MBA
Managing Director
Lead Manager, Equity Portfolios
 

Wally Kusters brings to his role as Lead Manager, Equity Portfolios, the benefits of his successful experience managing several billions of dollars in equity and balanced portfolios. His career spans over 17 years working in portfolio management, investment analysis, and merger and acquisition valuation.

Wally’s background includes research and analysis for the management of equity assets for 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 has 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. Wally’s experience and discipline make him an invaluable member of Barrantagh’s investment team.