Julia Meriam Robertson
Analyst-Fixed Income at Delaney Capital Management Ltd.
Profile
Ms. Julia M.
Robertson, CFA, is a Senior Vice President at Delaney Capital Management Ltd.
She has been with Delaney Capital since 1994 and is a Portfolio Manager.
Also, she is active in all areas of investment analysis and leads the firm's fixed income effort while also playing an influential role in the management of Canadian equities.
Previously, Ms. Robertson worked at Sun Life Assurance Company of Canada, analyzing structured income and equity investments.
Earlier in her career, she participated in the management trainee program at Dominion Securities.
She is a CFA charterholder and has an Honours Bachelor of Commerce degree from Queen’s University.
She sits on the Smith School of Business Advisory Board at Queen’s University.
Julia Meriam Robertson active positions
| Companies | Position | Start |
|---|---|---|
Delaney Capital Management Ltd.
 Delaney Capital Management Ltd. Investment ManagersFinance Delaney Capital Management Ltd. (Delaney Capital) is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1992 by Catherine Delaney. Delaney Capital provides discretionary investment management services to high-net-worth individuals and families, institutions, and foundations. | Analyst-Fixed Income | 31/12/1993 |
Former positions of Julia Meriam Robertson
| Companies | Position | End |
|---|---|---|
Sun Life Assurance Company of Canada (Investment Portfolio)
 Sun Life Assurance Company of Canada (Investment Portfolio) Investment ManagersFinance Sun Life Assurance Company of Canada provides life insurance and other financial services. It offers saving, retirement and pension products and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. Sun Life Assurance's product range includes health and life insurance, retirement plans, my Choice plans, total benefits and workplace solutions. The company was founded in 1865 by Mathew Hamilton Gault and is headquartered in Toronto, Canada. | Portfolio Manager-Equities | 30/12/1993 |
RBC Dominion Securities, Inc.
 RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Corporate Officer/Principal | 30/12/1987 |
Tarragon Theatre
 Tarragon Theatre Movies/EntertainmentConsumer Services Tarragon Theatre operates theatre for contemporary plays. The company is headquartered in Toronto, Canada. | Corporate Officer/Principal | - |
Training of Julia Meriam Robertson
| Queen's University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Delaney Capital Management Ltd.
Delaney Capital Management Ltd. Investment ManagersFinance Delaney Capital Management Ltd. (Delaney Capital) is an independent, Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1992 by Catherine Delaney. Delaney Capital provides discretionary investment management services to high-net-worth individuals and families, institutions, and foundations. | Finance |
Sun Life Assurance Company of Canada (Investment Portfolio)
Sun Life Assurance Company of Canada (Investment Portfolio) Investment ManagersFinance Sun Life Assurance Company of Canada provides life insurance and other financial services. It offers saving, retirement and pension products and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. Sun Life Assurance's product range includes health and life insurance, retirement plans, my Choice plans, total benefits and workplace solutions. The company was founded in 1865 by Mathew Hamilton Gault and is headquartered in Toronto, Canada. | Finance |
RBC Dominion Securities, Inc.
RBC Dominion Securities, Inc. Investment ManagersFinance RBC Dominion Securities, Inc. (RBCDS) is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm was founded in 1901 and is a subsidiary of Royal Bank of Canada (TSE, NYSE: RY). RBCDS provides a full spectrum of brokerage services to retail and corporate clients. | Finance |
Tarragon Theatre
Tarragon Theatre Movies/EntertainmentConsumer Services Tarragon Theatre operates theatre for contemporary plays. The company is headquartered in Toronto, Canada. | Consumer Services |
- Stock Market
- Insiders
- Julia Meriam Robertson
