Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Jonathan Siu


Analyst, Asset Management

As part of the International Public Equities team, Jonathan is involved with the fundamental bottom-up research process of stock opportunities in the U.S., Europe, and Asia-Pacific.

Jonathan previously spent five years as a research analyst at a small investment management firm with a focus on global equities. He is a graduate of the Lazaridis School of Business and Economics at Wilfrid Laurier University with a Bachelor of Business Administration (Honours) degree, majoring in Finance with distinction. Jonathan is currently pursuing his Chartered Financial Analyst (CFA) designation.

Outside of the office, Jonathan enjoys hiking and weekend road trip adventures.

Question & Answers

  • Retirement Dreams?

    Moving to Switzerland

  • Favourite Sport to play?


  • What is your favorite website to waste time on?

    Bleacher Report

  • What languages do you speak?

    Cantonese and currently learning Mandarin.