Andrew Buntain

Vice President, Portfolio Manager @Fiduciary Trust Canada

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2023 — Present

Vice President, Portfolio Manager @Fiduciary Trust Canada

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Toronto, ON, CA

I joined Fiduciary Trust Canada as Vice-President and Portfolio Manager in December 2023, and came from Franklin Bissett Investment Management, within the larger Franklin Templeton Investments organization in Canada.I provide discretionary portfolio management and investment counseling to clients and advisors. I understand the value of advice and take pride in providing High-Net-Worth individuals and their families with thoughtful investment management to help them meet their goals. Since my arrival at Franklin Templeton in 2007, I have spent a significant amount of time speaking in front of institutional clients, financial professionals and individual investors. I am known for dynamic presentations and down-to-earth communication of complex financial concepts, I hold a Bachelor of Arts, with Honours, from McGill University (1995) and have been a Chartered Financial Analyst (CFA®) Charterholder since 2001.

EDUCATION

1991 — 1995

McGill University

Hons BA, Classics, History

1986 — 1991

Trinity College School - TCS

Secondary School Diploma

SKILLS

Portfolio ManagementRetail BrokerageEquitiesAsset AllocationMutual FundsBrokersFinancial ServicesInvestmentsInvestment StrategiesSeparately Managed AccountsSecuritiesPublic SpeakingFixed IncomeRelationship ManagementBusiness Relationship ManagementPresenterStructured ProductsInvestment ManagementAsset ManagementFinanceInstitutionalWealth ManagementManaged AccountsInvestment AdvisoryAsset ManagmentManaging Accounts

ABOUT ANDREW BUNTAIN

I joined Fiduciary Trust Canada as Vice-President and Portfolio Manager in December 2023, coming from Franklin Bissett Investment Management, within the larger Franklin Templeton Investments organization in Canada.I provide discretionary portfolio management and investment counseling to clients and advisors. I understand the value of advice and take pride in providing High-Net-Worth individuals and their families with thoughtful investment management to help them meet their goals. With a deep understanding of the complex financial lives of CEOs and other C-Suite executive business leaders, I implement customized solutions to help navigate important matters from retirement planning to legacy building.Since joining Franklin Templeton in 2007, I have spent a significant amount of time speaking in front of institutional clients, financial professionals and individual investors. I am known for dynamic presentations and down-to-earth communication of complex financial concepts, I hold a Bachelor of Arts, with Honours, from McGill University (1995) and have been a Chartered Financial Analyst (CFA®) Charterholder since 2001.

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Andrew Buntain — Vice President, Portfolio Manager at Fiduciary Trust Canada in Toronto, ON, CA | Unifers