Nick Otton, CFA, MBA

Location
Calgary, Alberta

“I’m lucky to wake up every day to a role that’s truly fulfilling. Mondays are never daunting because I get to make a meaningful difference for our clients.”

My journey into investment management began during my university days when I participated in a student investment program. It was there that I discovered my passion for the field. I loved the combination of problem-solving, the competitive edge, and the tangible success that comes with seeing market performance.

One of the key lessons I've learned is the importance of balancing risk assessment with growth potential. It's crucial to mitigate downside risk, but I've also learned to let successful investments run their course rather than selling too early.

With almost 12 years under my belt in investment management, I've had the privilege of earning both a Chartered Financial Analyst (CFA) designation and a Master of Business Administration (MBA). My specialty is in small and mid-cap equities, but what really sets me apart is my strong foundation in fixed income. This unique blend lets me dive deep into capital structures, steer clear of risky investments, and uncover opportunities that others might miss. While many professionals focus solely on equity, my background in fixed income gives me a broader perspective on capital structures. This expertise was honed through earlier job assignments, and it's been invaluable in my career.