John Bai

Chief Investment Officer at Northwest & Ethical Investments LP

Finance

Consumer Services

Profile

Mr. John Bai, CFA, is a Senior Vice President & Chief Investment Officer at Northwest & Ethical Investments LP.
He is responsible for the firm’s asset allocation and investment strategy, sub-advisor research and due diligence, and is a key partner in building strong relationships with the advisor community in both the Credit Union and Intermediary channels.
He brings more than 25 years of investment industry experience.
Prior to joining NEI, Mr. Bai led product and investment teams at Merrill Lynch Canada, TD, Dynamic Mutual Funds and HollisWealth.
There he founded and chaired asset allocation and investment portfolio committees, led manager oversight activities and was responsible for research teams that covered equities, fixed income, mutual funds, ETFs and alternative products.
He holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto.

John Bai active positions

Companies	Position	Start
Northwest & Ethical Investments LP Northwest & Ethical Investments LP Investment ManagersFinance Founded in 2007, Northwest & Ethical Investments LP (NEI) is an investment advisor located in Toronto. The firm was founded as the result of a joint venture between Desjardins and the Credit Unions, merging Northwest Mutual Funds Inc. and The Ethical Funds Company. NEI is owned 50 per cent by the Provincial Credit Union Centrals and 50% per cent by Desjardins Group. NEI offers a range of conventional and corporate class funds from Northwest Funds and sustainable investing funds family from Ethical Funds. NEI also offers proprietary packaged solutions for Credential Financial Inc.	Chief Investment Officer	2019-04-30

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Private companies	1
Northwest & Ethical Investments LP Northwest & Ethical Investments LP Investment ManagersFinance Founded in 2007, Northwest & Ethical Investments LP (NEI) is an investment advisor located in Toronto. The firm was founded as the result of a joint venture between Desjardins and the Credit Unions, merging Northwest Mutual Funds Inc. and The Ethical Funds Company. NEI is owned 50 per cent by the Provincial Credit Union Centrals and 50% per cent by Desjardins Group. NEI offers a range of conventional and corporate class funds from Northwest Funds and sustainable investing funds family from Ethical Funds. NEI also offers proprietary packaged solutions for Credential Financial Inc.	Finance