Generations of Exceptional
Service Experience
Established in 1997, Hybridge Investment Management is an independent Canadian investment counseling firm based in British Columbia. Our team provides professional investment management services with the upmost integrity, motivated to prioritize clients and client returns.
Bill Carbonneau
PRESIDENT
Since 1977, Bill has been active (or: Bill has been a key player?) in the discretionary investment management industry. With a keen interest in the economy and security analysis he began his journey through education, obtaining a Bachelor of Commerce and becoming a CFA charterholder. Bill held senior roles in the Canadian trust industry, where he was responsible for building and overseeing two institution’s differing discretionary investment management services. Noticing a gap in the mass affluent space he set out to start a boutique investment firm, and in 1997 founded Hybridge Investment Management, with a focus on offering the ownership of individual securities rather than pooled products, to fulfil clients’ unique investment goals. Through his previous experiences, he identified the need for an investment service with an emphasis on tax efficiency, liquidity and full transparency. Hybridge has been a labour of love, and he is grateful to share it with a solid team, which includes his son, as well as with the clients he’s had the privileged of serving, many for decades. When not tracking the latest economic and financial trends he can be found gardening, hiking or travelling. He is an avid Canucks fan, and has hopes he’ll see a cup in his day.
Mark Fitzgerald
VICE PRESIDENT
For over 40 years, Mark has provided investment management services to the affluent marketplace, structuring portfolios of stocks and bonds for clients who want a conservative approach to managing their money. For his first 19 years Mark worked at a large Canadian trust company managing funds for high net-worth clients much of which was held in family trusts where funds passed from one generation to the next. Here he learned the most reliable way to ensure funds passed intact was to invest in blue-chip securities that will prosper in good times but will survive more challenging times that occur from time to time. With this experience, Mark spent a further seven years working as an investment manager in the private client group of two Canadian banks before joining Hybridge Investment Management in 2002. He was attracted to Hybridge as the principal owner held a shared belief that investing in blue-chip equities provides one of best long-term returns above inflation without incurring the risk inherent in more speculative securities. Over the years, Mark has found balance in his life through participation in club curling, obtaining a private pilots license and pursuing competitive rowing. Family life is now Mark’s priority where his time out of the office is spent supporting his daughter’s pursuit of a higher education. Mark obtained his education in England and holds a B.A (Hons) in Business Studies and is a CFA Charterholder.
Chris Fisher
RESEARCH ANALYST
Chris started his investment career in 1989 on the floor of the Toronto Stock Exchange. He has obtained broad investment experience working for CIBC Wood Gundy and CIBC Trust in the areas of market research, bond lending, financial report preparation, and investment management. Prior to joining Hybridge he was engaged in institutional sales and trading with Research Capital Corp. At Hybridge he is responsible for all aspects of securities trading and client reporting. Additionally he provides in-house research assistance to the rest of the team. He has passed Level 1 of the CFA examination.
Andrew Carbonneau
PORTFOLIO ADMINISTRATOR
Andrew began his investment career doing a co-op term with Hybridge in the summer of 2012. After graduating post-secondary, he began with Hybridge full-time in 2013 in the role of portfolio administrator and has since obtained broad investment experience assisting the portfolio managers, internal reporting, portfolio analysis and client relations. Andrew has a Bachelor of Business Administration, holds the Chartered Investment Manager (CIM) designation and is enrolled in Level 1 of the CFA.
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