Lilly Tzvetkova, CFA

Co-Head of U.S. Equities & Senior Portfolio Manager

Office Phone
780.392.1475

Mobile Phone
780.975.4141

Location
Edmonton, Alberta

“Life is a magical journey—enjoy the ride! ”

My journey into finance wasn’t a straight line. Born and raised in Bulgaria, I began my career in computer science but quickly realized this wasn’t my passion. With a natural affinity for numbers, analytical thinking, and psychology, finance felt like a good fit. After moving to Canada, I enrolled in the Kenneth Woods Portfolio Management Program at Concordia University, where I gained hands-on experience in investing and portfolio management. And I was hooked.

Investing can be challenging—and that’s exactly why I love it. It involves a lot of reading, a lot of thinking and a mastery of decision making. Paying the right price for great businesses can mean exceptional returns in the long run but beware of your emotions and behavioral biases and have a solid process in place. After all, investing is as much a science as it is an art.

More than 15 years have passed since I have embarked on my career journey. I spent most of them in Capital Markets and Investment Management, and half of those managing U.S. equity portfolios. In that time, I’ve also earned degrees in Computer Science and Commerce, obtained the CFA designation, put countless hours into company research, shared insightful conversations with management teams, learned from some of the world’s best investors and became a mom. Each experience has left its mark and shaped who I am today as an investor and as a person.

Beyond the Office

Outside of work, I love exploring the world with my family. I’ve visited 35 countries (and counting!), embracing diverse cultures, cuisines, and languages along the way. I am obsessed with nature—whether I’m camping in the Rockies, swimming in the Pacific Ocean, or skiing in Lake Louise, I cherish moments to disconnect, recharge, and gain fresh perspectives.