GARY MORRIS BASc, MBA, CFA

Head of Fixed Income, Lead Portfolio Manager

 

Gary has over 32 years of experience in fixed income investment management. He has been an owner and partner of several successful investment counselors and now is the head of fixed income at Cidel Asset Management Inc. He began his investment career on the “sell-side” at the renowned Canadian fixed income shop – McLeod Young Weir (now Scotia Capital), after which he jumped to the “buy-side” and commenced a lengthy career as a lead portfolio manager. Gary joined Cidel in 2021 following the acquisition of Lorica Investment Counsel Inc, an independent boutique fixed income manager that Gary founded and headed in 2009. Prior to founding Lorica, Gary was a partner at Laketon Investment Management Inc. (having joined its predecessor, Canada Life Investment Management Inc., now a part of Mackenzie Financial Corporation).

At Cidel, Gary is responsible for the overall management of the fixed income team and the fixed income assets, as well as playing a key role on the Asset Mix Committee. Gary and the Cidel fixed income team take a proven approach to stewarding client fixed income assets. In addition to Cidel portfolios, Gary and his team oversee Lorica Investment Strategies which are available to select business partners.

Gary has been a regular speaker at industry investment conferences focusing on the economy and the bond market. He also writes a regular commentary in which he explores a variety of macro-economic and capital and bond market themes.

Gary holds a degree from the Faculty of Engineering at the University of Toronto, has an MBA from the Schulich School of Business, and holds a Chartered Financial Analyst (CFA®) designation.

Outside of work, Gary is an avid cyclist having had the opportunity to combine his passion for cycling with charitable causes. He currently serves on Campfire Circle’s (a camp for kids and families affected by childhood cancer) Ride to New York City board.

GARY MORRIS

BASc, MBA, CFA

Head of Fixed Income, Lead Portfolio Manager

 

Gary is the president and founder of Lorica which was launched in the fall of 2010. He is responsible for the overall management and direction of the firm and together with Thomas Gomes manages fixed income investments for Lorica’s clients.

Gary has been part of Canada’s fixed income community for over 30 years and has a 25-year track record as a lead bond manager. He began his investment career with McLeod Young Weir (now Scotia Capital Markets), after which he joined Canada Life Investment Management Inc. (the predecessor to Laketon Investment Management Ltd., now GLC Asset Management Group).

Gary graduated with a Bachelor of Applied Science (EngSci.) from the Faculty of Engineering at the University of Toronto in 1986 and an MBA from the Schulich School of Business in 1989. He earned the CFA designation in 1992. He is an avid cyclist and has combined his love of cycling with a variety of charitable causes.

LORICA

Fixed Income Specialist
Funds, Seg. Acts. and UMA/SMA
100% Employee-Owned

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LORICA

Fixed Income Specialist
Funds, Seg. Acts. and UMA/SMA
100% Employee-Owned

SITE MAP

Who We Are - How We Invest
Our Strategies - Our Platforms
Where to Find Us