Bill Harris

Investment Committee Member at Avenue Investment Management, Inc.

Finance

Consumer Services

Profile

Mr. William A.
Harris, CFA, is a Partner & Portfolio Manager at Avenue Investment Management, Inc. He is Avenue’s lead equity portfolio manager, working to find the next great cash generating investment opportunity.
He also looks after client relationships, with a focus on Ontario and Western Canada.
Before joining the firm in 2004, Mr. Harris was a Portfolio Manager at Sentry Select Capital for two years.
He spent the previous decade working at TD Asset Management progressing from trading to Analyst to Portfolio Manager.
He received his CFA designation in 1998, having graduated with a BA in economics from Dalhousie University.
He is a member of the Toronto Society of Financial Analysts and the CFA Institute and sits on the investment committee of a major charitable organization.

Bill Harris active positions

Companies	Position	Start
Avenue Investment Management, Inc. Avenue Investment Management, Inc. Investment ManagersFinance Avenue Investment Management, Inc. (Avenue) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by Paul Gardner and Paul Harris in 2002. Avenue manages equity and fixed income investment portfolios on a discretionary basis for high net worth private clients and institutional investors.	Investment Committee Member	31/12/2003

All active positions of Bill Harris

Former positions of Bill Harris

Companies	Position	End
TD Asset Management, Inc. TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations.	Analyst-Equity	30/12/2001
Sentry Investments, Inc. Sentry Investments, Inc. Investment ManagersFinance Sentry Investments Corp. (Sentry), formerly Sentry Select Capital Management, is an investment advisor headquartered in Toronto, Ontario and was founded in 1997. The firm was acquired by CI Investments Inc. on October 2017. Sentry Select manages the Sentry Select family of mutual funds and portfolios of junior and intermediate oil and gas company shares for several affiliated flow-through limited partnerships.	Portfolio Manager-Equities	-

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Training of Bill Harris

Dalhousie University

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Members of the board

Executives

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Linked companies

Private companies	3
Avenue Investment Management, Inc. Avenue Investment Management, Inc. Investment ManagersFinance Avenue Investment Management, Inc. (Avenue) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded by Paul Gardner and Paul Harris in 2002. Avenue manages equity and fixed income investment portfolios on a discretionary basis for high net worth private clients and institutional investors.	Finance
Sentry Investments, Inc. Sentry Investments, Inc. Investment ManagersFinance Sentry Investments Corp. (Sentry), formerly Sentry Select Capital Management, is an investment advisor headquartered in Toronto, Ontario and was founded in 1997. The firm was acquired by CI Investments Inc. on October 2017. Sentry Select manages the Sentry Select family of mutual funds and portfolios of junior and intermediate oil and gas company shares for several affiliated flow-through limited partnerships.	Finance
TD Asset Management, Inc. TD Asset Management, Inc. Investment ManagersFinance TD Asset Management, Inc. (TDAM) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of the Toronto-Dominion Bank (NYSE: TD), a Canadian chartered bank regulated by the Office of the Superintendent of Financial Institutions. Founded in 1987, TDAM provides discretionary investment management services to corporations, investment companies, pension funds/plans, endowments and foundations.	Finance

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