Kevin Elliott, CFA
Kevin began his extensive career at CN Investments, then went on to become Chief Investment Officer and Director of Equities at Laketon Investment Management, where Kevin established a highly regarded performance record managing multi-billion dollar institutional portfolios. Kevin then joined Fidelity Investments as a global equity portfolio manager, managing several billion dollars in client funds. Following Fidelity, Kevin became a partner at Summerhill Capital Management where he believed investing for high net worth clients offered him the best alignment with how he likes to invest for himself and his family.
Kevin is a Chartered Financial Analyst (CFA), has an MBA from Queen’s University and a Bachelor of Engineering degree from McGill University. Kevin is also an active member of the CFA Institute and the Toronto CFA Society.