Todd Beallor, CFA
Exempt Market Dealer & Portfolio Manager
Todd Beallor has over twenty years of experience in the investment management industry. He started his career upon joining the investment department of Crown Life Insurance after completing a Bachelor of Commerce degree at McGill University in 1989. During this time, he completed his CFA designation.
Mr. Beallor joined Goodman and Company Investment Counsel, managers of the highly successful Dynamic group of funds in 1995 as an Equity Analyst covering Canadian and Global companies. In 1998, he was promoted to Vice President and Portfolio Manager and began managing the Dynamic Dividend Fund. In 2000, he assumed portfolio management responsibility of the Dynamic American Value Fund and co-management responsibility of the Dynamic Global Value Fund. Both funds were returned to first quartile performers during his tenure. With a promotion to Executive Vice President in 2002, Mr. Beallor assumed day-to-day operational responsibility for the investment-counseling department. In 2005, he added the responsibility of Chief Compliance Officer with oversight of the compliance team, reporting to the Board of Directors and the Board of Governors. From 2007, Mr. Beallor worked with a small executive team to develop a European expansion strategy. He was appointed to Senior Vice President of Dundee Wealth S.A. a Luxembourg based investment manager and a director of Dynamic Investment Fund the Luxembourg based SICAV.
Todd Beallor manages the Exempt Market Dealer (EMD) service for Tactex.