Members of Beutel Goodman’s investment teams sit down to discuss the important topics on the markets, including inflation and valuations.

We are pleased to announce the appointment of Sara Shahram, who will join Beutel Goodman as Vice President, Canadian Equities this May. Most recently, Sara was Portfolio Manager, Canadian Equities, at Empire Life Investments, and she has 20 years of progressive investment industry experience with large Canadian firms. Sara is a CFA charterholder and holds a Bachelor of Commerce degree Read More »

By Beutel Goodman’s Fixed Income team   A new year generally brings a renewed sense of optimism that often finds its way into securities markets. The “January Effect” was clearly on display in 2023 as stocks and bonds experienced a surge of inflows in the first month of the year. In January, on a total-return basis, the S&P 500 Index Read More »

By Beutel Goodman’s Fixed Income team   In discussing securities markets, conversations can sometimes be high on jargon and low on relatability for the average person. Inflation is something that affects everyone, though — having much less money in our collective pockets is a major concern for investors, consumers, and business owners alike. For that reason, a focus in 2022 Read More »

Regardless of who is winning the growth vs. value debate, we believe that our process is the best way that we can achieve long-term investment excellence for our clients.

By Beutel Goodman’s Fixed Income Team   The bond story for 2022 can largely be separated into two parts. The first half of the year saw a historically severe sell-off as central banks began an aggressive rate-hiking cycle due to runaway inflation. This was followed by an easing in the second half of the year as inflation started to peak Read More »

Lauren oversees Finance, Administration and Operations for Beutel Goodman. She has over a decade of experience working in different accounting, finance & operations roles. Prior to joining Beutel Goodman,  Lauren was VP, Finance & Operations at Sionna Investment Managers. She is a Chartered Professional Accountant and a graduate of Wilfrid Laurier University.

Heddy joined Beutel Goodman in 2023 and has more than 2 years of client relations experience. As a Bilingual Business Development Associate, Heddy is responsible for client service, marketing, and business development activities for Beutel Goodman’s SMA and mutual fund strategies. Before joining Beutel Goodman, Heddy worked at TD bank as a Client Retention Specialist. He enjoys volunteering in his Read More »

TORONTO – January 27, 2023 — Beutel Goodman is excited to share that Beutel Goodman Core Plus Bond Fund (“the Fund”) has been recognized at the annual Fundata FundGrade A+® Awards, which were announced on January 27, 2023. The Fund won the 2022 Fundata FundGrade A+® Award in the Canadian Fixed Income category out of a total of 311 funds, Read More »

TORONTO – January 12, 2023— Beutel Goodman wishes to announce that Pat Palozzi, Vice President and Portfolio Manager, Canadian Equities, plans to retire on January 31, 2024. We would like to take this opportunity to thank Pat for his significant contribution and commitment to Beutel Goodman over almost two decades. In addition to his investment responsibilities, Pat has provided valuable Read More »