Janelle Hart, CFA

Janelle Hart is an Investment Counsellor at Mawer Investment Management Ltd., which she joined in 2007. Within her role, Ms. Hart develops and implements successful investment strategies for individuals and families which incorporate their unique circumstances and objectives. She assists with tax efficiencies and estate planning considerations as part of an overall wealth strategy for clients.

Ms. Hart graduated from Dalhousie University with a Bachelor of Commerce (Co-op) degree, majoring in finance and minoring in economics. She completed co-op positions in Halifax, Calgary, and Australia with roles in external relations, oil and gas finance, and local government finance, respectively. Prior to working in Mawer’s private client segment, Janelle worked on Mawer’s institutional portfolio management team gaining experience with foundations, pension plans, and not-for-profit clients.

Ms. Hart completed the Canadian Securities Course in 2006 and is a Chartered Financial Analyst (CFA) charterholder. She is a member of the CFA Institute and the Calgary CFA Society.