Charles Lazure Email & Phone Number

Montreal, Quebec, Canada

Senior Investment Analyst on the Mackenzie Investments Fixed Income Team, one of Canada's largest mutual fund managers with over $206B in AUM.

Montreal, Quebec, Canada

Montreal, Canada Area

Senior Analyst on PSP's Real Estate Investments team with $31B in AUM invested across the full spectrum of RE asset classes spanning the globe. Responsibilities include both asset management of the existing portfolio in addition to assessing potential acquisition and disposition opportunities across our varied strategies and partnerships.

Toronto, Canada Area

Associate Analyst in the Leading Edge Rotational Program at Mackenzie Investments, one of Canada's largest mutual fund managers with over $206B in AUM. This two year program provides participants with exposure to investment analysis and portfolio management through four rotations.My first rotation was with the Fixed Income team covering telecommunications, media and technology in both Canada and the USA, with a focus on investment grade debt and leveraged loans.My second rotation was with the Cundill group where I assessed equities trading at a deep discount to fair value, identifying unique opportunities and situations that may lead to out performance. In this role I was focused on global equities as a general analyst.My third rotation was with the North American Equities team. In this role I conducted research on Environmental, Social and Governance (ESG) issues as well as company specific analysis with a tilt towards REITs and Consumer Staples.

Queen'S University, Kingston, Ontario

As the Events Coordinator for Jack.org I was responsible for collaborating with a team to plan and execute events throughout the academic year. These events aim to both spread awareness about mental health and the committee, as well as raise funds for the day to day operations of the not for profit. Jack.org is a national network of young leaders transforming the way we think about mental health. With initiatives and programs designed for young people, by young people, we will end stigma in our generation.

Queen'S University

As the Treasurer for the Queen's chapter of Jack.org I am responsible for managing and organizing the financial activity for the group. Additionally, I will work together with the other executives to properly manage expenses and ensure a sound budget for all events and activities the organization has planned throughout the 2016-2017 year.

Queen'S University, Kingston, Ontario

As the Consulting for a Cause Case Coordinator, I was responsible for seeking out a non-profit organization with which to partner for the Consulting for a Cause event. This event provides students with an opportunity to get involved and give back to the community while making use of their business knowledge. Further, I was responsible for writing the case for the competition as and collaborating closely with the partner organization on an ongoing basis. Queen’s Non-Profit aims to create awareness and interest for Commerce students to become involved in the non-profit sector. QNP works with various organizations to provide opportunities for students to get engaged with the sector, with the goal of creating connections that will spur future involvement in the non-profit world.

Queen'S School Of Business

As the Events & Speakers coordinator I was responsible for putting together finance related programs throughout the year that will appeal to the education of both lower-year and upper-year students. Furthermore, I was in charge of developing and maintaining relationships with professors and industry professionals who will speak to the QTC competitors throughout the 2016-2017 year.Since 2007, QTC has hosted stock trading simulations and regular meetings for Commerce students from a variety of backgrounds to discuss key market events and technical theories. QCTC holds a variety of events including speakers, platform trading simulation, educational tutorials, and stock pitch competitions designed to inform, teach, and stimulate student's passion and knowledge in the investment industry.

Montreal, Canada Area

As the summer intern at PWL, my primary objective was to collaborate with portfolio managers and the research department to build an asset allocation model. This was accomplished using Visual Basics (VBA) and Macros, which helped automate the model's many functions. Additional tasks included: conducting macroeconomic research, financial planning and creating retirement projections.PWL Capital is a privately owned wealth management firm that manages more than $2 billion in client assets. PWL provides discretionary portfolio management services with integrated financial planning from offices in Montreal, Toronto, Ottawa and Waterloo.

Queen'S University

As the Financial Coordinator for the Queen's Conference on Business and Mining, I am responsible for collaborating with the rest of the executive team to create a detailed budget for the conference. Throughout the year I will manage executive expenses and ensure that the team stays on budget.The Queen’s Conference on Business and Mining (QCBM) is Canada's premier student-run conference that focuses on the business aspect of the mining industry. Established in 2015, this two-day conference provides an unparalleled opportunity for students to connect with corporate leaders and engage in interactive workshops.

Montreal, Quebec

Rempart Asset Management specializes in discretionary investment management for individuals, private corporations and foundations. My primary objective was creating research reports on mid to large cap Canadian and American publicly listed companies to be presented to the portfolio managers, assessing the financial health, the competitive landscape and the growth projections of said companies.My secondary tasks included managing of clients’ portfolios through the buying and selling of financial assets including US and Canadian stocks, preferred shares and bonds, allocating the optimal weighting and diversification to these different asset classes, taking into account each client’s particular risk tolerance and other relevant factors.

Saint-Sauveur, Quebec

As a camp counsellor I was responsible for the wellbeing of 15-year-old boys for a period of two months. At the end of the summer I was selected to receive a recognition award for my performance throughout the summer.

Sainte-Agathe, Quebec

As the Co-Head Tennis Coach I was responsible for managing lower level staff, and organizing the day to day lesson plans for the tennis students at the Lac Manitou Community Center.

Bachelor’S Degree, Business/Commerce, Finance

Activities and Societies: CUIG (Canadian Universities Investors Group), Jack.org (Not for profit organization), QCBM (Queen's Conference.

Bachelor Of Commerce - Bcom, Finance, General

Attended the Warsaw School of Economics in Poland for a semester abroad.

Commerce, Commerce

Activities and Societies: Rock-Climbing Club (Founding Member)Achieved Dean's list during both semesters (overall average above 85%)..

High School

Activities and Societies: Rock Climbing Club, Ping Pong Club, Ski Club, Wilderness Club, Volunteer Tutor, and Community Service.