Chief Investment Officer & Principal
Greg Rodger has over 25 years of experience in the Canadian wealth management industry. His experience has encompassed nearly every aspect of the investment management business, including; portfolio management, equity and fixed income research, economic analysis, real estate, private lending, and private equity. Greg has served in senior management roles as well as worked directly with private clients, trusts, and foundations. Greg is currently responsible for the overall design of the portfolio solutions offered at HighView and has a true passion for working with clients to design portfolios aligned with their needs.
After spending most of his career with bank-owned Investment Counselling firms, in early 2005 Greg took on the challenging role of Chief Investment Officer for a Family Office. In this role, Greg was responsible for setting and implementing the overall investment policy for a family’s on-shore and off-shore assets, which included both traditional and non-traditional investments. In addition to setting policy, Greg was also responsible for selecting the appropriate external investment managers to fulfill specific mandates.
Prior to joining the Family Office, Greg was Regional Vice President at RBC Private Counsel where he had direct responsibility for the firm’s investment counselling operations in Ontario, was a key member of the national executive team, was a Board member of a U.S. affiliate, and worked with manyof the firm’s largest private clients.
Before RBC, Greg held a similar role at CT Private Investment Counsel where he helped transform that business from a traditional Trust Company style of investment management to an open architecture investment counselling firm.
Greg earned a BA in economics from the University of Toronto in 1985, and in 1991 was awarded the Chartered Financial Analyst designation (CFA). He is a member of the CFA Institute and the Toronto CFA Society.