Sionna Investment Managers

 

Helping clients achieve their goals by pursuing excellence and embracing our passion for the craft of investing

In 2002 Kim Shannon embarked on a journey to build an independent and privately owned firm, focused exclusively on researching and investing in Canadian businesses.

Today Sionna uses that same proprietary relative value approach – which they believe is particularly suited to the Canadian marketplace – to identify and invest in Canadian companies deemed to be trading at attractive prices (relative to value), are poised for growth over the long term, and pay strong or growing dividends.

In 2006, Sionna joined forces with Bridgehouse Asset Managers to offer the Sionna portfolios to individual investors, through Canadian advisors.

To learn more about Sionna visit www.sionna.ca.

MANAGEMENT TEAMS

Sionna Investment Team

  • Kim Shannon, CFA, MBAPresident and Co-Chief Investment Officer

    Kim founded Sionna in the summer of 2002 and has more than 30 years of investment management experience. She was previously chief investment officer and senior vice president at Merrill Lynch Investment Managers Canada Inc. Kim is a past president of the CFA Society Toronto. She is currently a member of the C.D. Howe Institute’s National Council, the CFA Institute Board of Regents (where she previously served as its chair), and on the board of the Brandes Institute. Kim also serves as a board member with the following: the Canadian Coalition for Good Governance, the Community Business Diversity Council, the Women’s College Hospital Investment Committee, and the United Corporation (a listed closed-end fund). Kim was awarded the Morningstar Fund Manager of the Year for 2005. She was also awarded the RBC Canadian Woman Entrepreneur Award, the Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 Award in 2007, and has been continuously listed as one of Profit Magazine’s Top 100 Women of the year over the last several years. Kim was also one of the recipients of the 2015 Rotman Women in Management Association Top 10 Awards, under the Entrepreneur category.

  • Teresa Lee, CFACo-Chief Investment Officer

    Teresa is a Co-CIO and managing director of equity investments at Sionna. She is also the lead portfolio manager for the firm’s small-cap and focused strategies. Prior to joining Sionna in 2003, Teresa spent one year with the Jim Pattison Group as a senior securities analyst and seven years with Royal & Sun Alliance, where she managed their Canadian small-cap value fund. Teresa earned her bachelor of commerce with honours from the University of British Columbia and is a CFA® charterholder. She is a member of the CFA Society Toronto and sits on Casey House’s Investment Committee.

  • Marian Hoffmann, CFAPortfolio Manager

    Marian joined Sionna in 2004 and is a portfolio manager. She is also the lead portfolio manager for the firm’s income-focused strategy and large-cap strategy. Marian earned her bachelor of arts in economics from Yale University and is a CFA® charterholder. She is a member of the CFA Society Toronto and serves on the CFA Society Toronto Awards and University Relations Committee.

  • Mel Mariampillai, CFAPortfolio Manager

    Mel joined Sionna in 2005 and is a portfolio manager. Prior to joining Sionna, he spent two years at RBC Dominion Securities as an associate program manager. Mel earned his bachelor of science in microbiology and immunology from McGill University and is a CFA® charterholder. He is a member of the CFA Society Toronto.

  • Dave Britton, CFA, MBAPortfolio Manager

    Dave joined Sionna in 2006 and is a portfolio manager. He earned his bachelor of business administration from Wilfrid Laurier University, where he graduated with distinction, and his MBA from the Rotman School of Management. Dave is a CFA® charterholder and a member of the CFA Society Toronto.

  • Marlena Zabielska, CFAPortfolio Manager

    Marlena joined Sionna in 2012 and is a portfolio manager. Prior to joining Sionna, she spent one year in the Financial Management Program at General Electric. Marlena earned her honors business administration from the Richard Ivey School of Business at the University of Western Ontario and is a CFA® charterholder.

  • Daniel MorrisEquity Research Analyst

    Daniel joined Sionna in 2016, as an equity research analyst. He earned his honours bachelor of commerce from Queen’s University, where he served as a portfolio manager for the Queen’s University Investment Counsel (QUIC). He also spent a semester studying at the Vienna University of Economics and Business. Prior to joining Sionna, he held internship positions at Greenhill & Co. and Gluskin Sheff + Associates. Daniel has earned the Chartered Investment Manager (CIM®) designation and is a 2017 Level II Candidate in the CFA Program. He has also earned the gold Duke of Edinburgh’s Award.

  • Gary Chow, CFA, MBAEquity Research Analyst

    Gary joined Sionna as an equity research analyst in 2014. Prior to joining Sionna, he was a generalist at RBC Wealth Management. Previously, he also worked with RBC Capital Markets and Deloitte. Gary earned his MBA from the Rotman School of Management and both his honors business administration and bachelor of engineering science from the University of Western Ontario and is a CFA® charterholder.

  • Jackie Au, CFAEquity Research Analyst

    Jackie joined Sionna as an equity research analyst in 2013 after a summer internship the year prior. He earned his bachelor of commerce with a major in finance from the University of British Columbia. Jackie has completed the Canadian Securities Course, the Derivatives Fundamentals Course, and is a CFA® charterholder.

INVESTMENT SOLUTIONS

Sionna is responsible for investment management decisions for the Canadian equity portion of the following Bridgehouse Funds:

Sionna Canadian Balanced Fund: Fixed income investment management decisions are made by Greystone Managed Investments

Sionna Diversified Income Fund: For the fixed income portion, Sionna buys units of the Brandes Corporate Focus Bond Fund (hedged units)