Tanya Lee
Background and Experience
Tanya is Senior Manager and Associate Portfolio Manager, Institutional Group. Tanya is responsible for institutional client relationships at Scotia Institutional Asset Management a division of 1832 Asset Management L.P. Clients include corporations, foundations and endowments, not-for-profits, universities and colleges, pension plans and mutual funds. Working closely with investment and management boards and committees, she develops investment policy guidelines and provides investment updates on a regular basis. Tanya has been with the Scotiabank Group since 2001 and has worked in the investment industry since 1997.
Tanya is a graduate of the Bachelor of Science program at the University of Toronto. She holds the Canadian Investment Manager designation, has completed the Canadian Securities Course through the Canadian Securities Institute and has completed Level 1 of the CFA program. Tanya remains active in her community as a member of Women in Capital Markets.
Business Approach
Discretionary investment management services have been provided by 1832 Asset Management L.P. and its predecessor companies since 1877. The firm's goal is to preserve and enhance assets through pursuit of superior investment returns. Clients benefit from peace of mind derived from knowing their investments are being professionally managed on a daily basis.
Services Provided
Scotia Institutional Asset Management offers personalized attention to many clients, including foundations and endowments, taxable corporate assets, pension plans, mutual funds, and individuals. The investment process begins by establishing investment objectives and guidelines. Meetings are held, as required, to keep abreast of changing situations; and reports are issued on a quarterly basis to ensure progress towards the investment objectives can be monitored. Scotia Institutional Asset Management is a part of the Scotiabank Group worldwide network, which provides financial solutions and individual attention for clients across the country and around the globe.