In Doug Rowat's 15 years in the business he has seen the best and worst of what capital markets can offer, including the mid-2000s commodity bull-run and the credit crisis of 2008-2009. Through it all, his steady hand has guided clients.
Doug's primary responsibility at Turner Investments is to manage portfolios at the individual security level focusing on maintaining globally diversified and balanced investment portfolios, so clients' capital is both preserved and enhanced. Thus, Doug reacts proficiently to changing market conditions to reduce portfolio risk while maximizing returns.
Previously, Doug served as Vice President, Research & Strategy at Raymond James Ltd., and the Equity Specialist responsible for providing equity commentary and generating equity ideas for Raymond James financial advisors. He holds the Fellow of Canadian Securities Institute (FCSI®) designation and is a licensed Portfolio Manager (PM). One of Doug's primary roles was as lead PM for the strongly performing Dividend Plus+ Portfolio, with its primary objective to provide reliable dividend income and growth. During Doug's three-year tenure as PM, the Portfolio had more than 55 dividend increases and zero dividend cuts.
Prior to joining Raymond James, Doug was with HSBC Securities (Canada) Inc. in a similar role for more than a decade where he contributed to the management of three guided equity portfolios, including an international offering, and collaborated on the oversight of HSBC's well-received and widely adopted ETF Action List. Doug has worked with institutional sales and trading desks as well as with institutional equity research. He now makes regular appearances on BNN and CP24, and is frequently quoted in publications such as The Globe and Mail, Financial Post and The Wall Street Journal.
Doug lives in Toronto with his wife and their very lively little girl.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.