Sam Birrell, CFA, is a Portfolio Construction Manager at Fidelity Canada, where they create customized model portfolios for advisor clients and provide actionable investment recommendations. Previously, Sam served as a Senior Product Solutions Analyst at Fidelity, leading product development for mutual fund launches, and had roles at AGF Investments Inc. as a Quality Assurance Analyst and Performance Analyst. Sam holds a Bachelor of Commerce in Finance from Dalhousie University and was actively involved with the Dalhousie Investment Society during their studies.
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