Ken O'Kennedy
Chief Investment Officer at Dixon Mitchell Investment Counsel, Inc.
Profile
Mr. Ken O'Kennedy, CFA, is a Chief Investment Officer at Dixon Mitchell Investment Counsel, Inc. He takes the lead in fundamental analysis, applying his expertise in business analysis, valuation, and risk management to build comprehensive models used in the firm’s stock evaluation process.
He also brings extensive experience in fixed income analysis and contributes this to the management of bond portfolios at Dixon Mitchell.
Mr. O'Kennedy began his career investing in commercial real estate on behalf of Canadian and US pension funds.
In late 1998, he became an Equity Analyst at a Vancouver-based investment management firm and was later recruited by the asset management division of an international bank, where he assumed the role of Portfolio Manager.
He received his BA in Urban Development from the University of Western Ontario.
Ken O'Kennedy active positions
| Companies | Position | Start |
|---|---|---|
Dixon Mitchell Investment Counsel, Inc.
 Dixon Mitchell Investment Counsel, Inc. Investment ManagersFinance Founded in 2000, Dixon Mitchell Investment Counsel, Inc. is an investment advisor located in Vancouver, British Columbia. | Chief Investment Officer | 31/12/2020 |
Former positions of Ken O'Kennedy
| Companies | Position | End |
|---|---|---|
HSBC Global Asset Management (Canada) Ltd.
 HSBC Global Asset Management (Canada) Ltd. Investment ManagersFinance RBC Indigo Asset Management, Inc. (RBC Indigo) is a Canadian investment manager headquartered in Vancouver, British Columbia. The firm was formerly known as HSBC Global Asset Management (Canada) Ltd. and changed their name to RBC Indigo Asset Management, Inc. when they became a wholly-owned subsidiary of Royal Bank of Canada (NY, TSX: RY; LON: 0QKU; FRA: RYC) in 2024. RBC Indigo offers mutual funds and pooled funds to discretionary retail clients, institutional and high net-worth private clients. | Analyst-Equity | - |
Duncan Ross Associates Ltd.
 Duncan Ross Associates Ltd. Investment ManagersFinance Duncan Ross Associates Ltd. is a boutique investment firm headquartered in Montréal, Canada. The firm was founded in 1987 by Robert Duncan Ross. Duncan Ross Associates manages wealth of high net-worth individuals and institutional investors. | Analyst-Equity | 31/12/2000 |
Training of Ken O'Kennedy
| University of Western Ontario | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
| Private companies | 3 |
|---|---|
HSBC Global Asset Management (Canada) Ltd.
HSBC Global Asset Management (Canada) Ltd. Investment ManagersFinance RBC Indigo Asset Management, Inc. (RBC Indigo) is a Canadian investment manager headquartered in Vancouver, British Columbia. The firm was formerly known as HSBC Global Asset Management (Canada) Ltd. and changed their name to RBC Indigo Asset Management, Inc. when they became a wholly-owned subsidiary of Royal Bank of Canada (NY, TSX: RY; LON: 0QKU; FRA: RYC) in 2024. RBC Indigo offers mutual funds and pooled funds to discretionary retail clients, institutional and high net-worth private clients. | Finance |
Duncan Ross Associates Ltd.
Duncan Ross Associates Ltd. Investment ManagersFinance Duncan Ross Associates Ltd. is a boutique investment firm headquartered in Montréal, Canada. The firm was founded in 1987 by Robert Duncan Ross. Duncan Ross Associates manages wealth of high net-worth individuals and institutional investors. | Finance |
Dixon Mitchell Investment Counsel, Inc.
Dixon Mitchell Investment Counsel, Inc. Investment ManagersFinance Founded in 2000, Dixon Mitchell Investment Counsel, Inc. is an investment advisor located in Vancouver, British Columbia. | Finance |
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