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Nick Otton, CFA, MBA

Senior Research Analyst

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Nick is a Senior Research Analyst who received his MBA in Investment Management from Concordia University in 2016, after completing a BBA in Economics from Bishop’s University. He started out at a small hedge fund in Toronto and was certified with his CFA in 2019. He has worked with CWB McLean and Partners for two years previously, before gaining some experience heading Preferred Share Research on the sell-side at Capitalight Research.

Nick’s diverse experience helps him take a different view on securities by considering both equity and fixed income when analysing companies. His main focus is on analyzing mid and small-cap equities for the firm.

He strives for excellence and his work motto is “Good, better, best. Never let it rest, until your good is better and your better is best.”

Beyond the Office

Nick loves to cook and try new foods. He’s an avid lover of film and television and has even attempted to write his own screenplay. To honour his roots, Nick continues to be involved with the Bishops University SEED portfolio, an investment fund that helps students learn how to invest.