Sam Birrell, Cfa
AeroLeads people directory · profile

Sam Birrell, Cfa Email & Phone Number

Portfolio Construction Manager at Fidelity Canada at Fidelity Canada
Location: Toronto, Ontario, Canada 5 work roles 2 schools
1 work email found @agf.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@agf.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Fidelity Canada
Role
Portfolio Construction Manager at Fidelity Canada
Location
Toronto, Ontario, Canada
Company size
539 employees

Who is Sam Birrell, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Sam Birrell, Cfa is listed as Portfolio Construction Manager at Fidelity Canada at Fidelity Canada, a company with 539 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at agf.com and a matched LinkedIn profile for Sam Birrell, Cfa.

Sam Birrell, Cfa previously worked as Portfolio Construction Manager at Fidelity Canada and Senior Product Solutions Analyst at Fidelity Canada. Sam Birrell, Cfa holds Bachelor Of Commerce Co-Op (Bcomm), Finance from Dalhousie University.

Company email context

Email format at Fidelity Canada

This section adds company-level context without repeating Sam Birrell, Cfa's masked contact details.

*@agf.com
68% confidence

AeroLeads found 1 current-domain work email signal for Sam Birrell, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Sam Birrell, Cfa

Passionate about financial markets and fundamental security analysis

Listed skills include Teamwork, Microsoft Office, Microsoft Excel, Public Speaking, and 8 others.

Current workplace

Sam Birrell, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Canada
Fidelity Canada
Portfolio Construction Manager at Fidelity Canada
ontario, canada
Website
fidelity.ca
Employees
539
AeroLeads page
Company profile
View company profile Email format
5 roles

Sam Birrell, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Construction Manager

Current
Fidelity Canada

Toronto, Ontario, Canada

Feb 2024 - Present

Senior Product Solutions Analyst

Fidelity Canada

Toronto, Ontario, Canada

  • Lead product development analyst on several successful mutual fund launches
  • Responsible for all facets of product launch including idea generation, business case creation and presentation, industry and competitor research
  • Coordinated with various internal stakeholders (Legal, Marketing, Operations, Sales) to develop strategy, marketing materials, advertising, and sales training on new products
  • Regularly analyzed fund lineup of over 300 products to determine candidates for merger, termination or enhancement and produce analysis supporting recommendations
  • Subject matter expert on several internal projects
  • Presented competitor, industry and fund analysis to the President and Senior Executive Team regularly
Feb 2021 - Feb 2024

Investment Analyst

Fidelity Canada

Toronto, Canada Area

  • In-house product expert on global multi-asset class mutual funds for retail and high-net-worth investors, growing fund lineup from $21 billion to $38 billion in AUM
  • Met for discussion regularly with portfolio managers to develop an in-depth understanding of investment process and current fund positioning
  • Acted as internal Institutional Portfolio Manager conveying outlook and performance results to sales and other internal teams
  • Worked with portfolio managers to create presentation decks for international conferences
  • Provided regular market commentaries and fund analysis to investors
  • Trained and evaluated sales teams on fund and market knowledge
Jun 2018 - Feb 2021

Performance Analyst

Agf Investments Inc.

Toronto, Canada Area

  • Performed attribution analysis on AGF mutual funds to determine drivers of return
  • Implemented, managed and monitored the firm’s composites; ensured compliance with GIPS standards
  • Ensured accurate validation of monthly performance data and rate of return calculations; investigated discrepancies and brought issues to resolution
  • Responded to ad-hoc requests and produced value added analysis for investment teams
  • Created internal database of performance figures for portfolio managers
  • Spearheaded initiative to load all retail fund performance returns to Bloomberg for use in custom performance attribution
Jul 2017 - Mar 2018

Quality Assurance Analyst

Agf Investments Inc.

Toronto, Canada Area

  • Produced various scheduled and ad-hoc reports for portfolio managers and other internal employees used for portfolio analysis
  • Took lead role on multiple monthly and quarterly projects including Fund Profiles which were used by internal executives as well as sent to all external investors
  • Enhanced ability to juggle multiple time-sensitive, often competing, deadlines
  • Trained and supervised 12 co-op students between 2015 and 2016
  • Learned and bolstered skills in SQL and database querying
May 2015 - Jun 2017
Team & coworkers

Colleagues at Fidelity Canada

Other employees you can reach at fidelity.ca. View company contacts for 539 employees →

R( Rose (Rosalia) Leggieri Rose (Rosalia) Leggieri Colleague at Fidelity Canada Mississauga, Ontario, Canada, Canada View → OO Oladapo Odebiyi Oladapo Odebiyi Colleague at Fidelity Canada Greater Toronto Area, Canada, Canada View → PT Patricia Terakita, Cfa Patricia Terakita, Cfa Colleague at Fidelity Canada Toronto, Ontario, Canada, Canada View → CL Carmen Lam Carmen Lam Colleague at Fidelity Canada Markham, Ontario, Canada, Canada View → MS Martina Svoboda Martina Svoboda Colleague at Fidelity Canada Toronto, Ontario, Canada, Canada View → RW Rex Wang Rex Wang Colleague at Fidelity Canada Markham, Ontario, Canada, Canada View → SG Sean Grecco Sean Grecco Colleague at Fidelity Canada Oakville, Ontario, Canada, Canada View → TL Tyler Li Tyler Li Colleague at Fidelity Canada Mississauga, Ontario, Canada, Canada View → LC Laurence Côté Laurence Côté Colleague at Fidelity Canada Canada, Canada View → RD Rohit Dumir Rohit Dumir Colleague at Fidelity Canada Ottawa, Ontario, Canada, Canada View →
2 education records

Sam Birrell, Cfa education

Bachelor Of Commerce Co-Op (Bcomm), Finance

Dalhousie University

Successfully completed courses in Advanced Corporate Finance, Theory of Finance, Portfolio and Money Management, Financial Institutions.

Dalhousie University

Dalhousie Investment Society
FAQ

Frequently asked questions about Sam Birrell, Cfa

Quick answers generated from the profile data available on this page.

What company does Sam Birrell, Cfa work for?

Sam Birrell, Cfa works for Fidelity Canada.

What is Sam Birrell, Cfa's role at Fidelity Canada?

Sam Birrell, Cfa is listed as Portfolio Construction Manager at Fidelity Canada at Fidelity Canada.

What is Sam Birrell, Cfa's email address?

AeroLeads has found 1 work email signal at @agf.com for Sam Birrell, Cfa at Fidelity Canada.

Where is Sam Birrell, Cfa based?

Sam Birrell, Cfa is based in Toronto, Ontario, Canada while working with Fidelity Canada.

What companies has Sam Birrell, Cfa worked for?

Sam Birrell, Cfa has worked for Fidelity Canada and Agf Investments Inc..

Who are Sam Birrell, Cfa's colleagues at Fidelity Canada?

Sam Birrell, Cfa's colleagues at Fidelity Canada include Rose (Rosalia) Leggieri, Oladapo Odebiyi, Patricia Terakita, Cfa, Carmen Lam, and Martina Svoboda.

How can I contact Sam Birrell, Cfa?

You can use AeroLeads to view verified contact signals for Sam Birrell, Cfa at Fidelity Canada, including work email, phone, and LinkedIn data when available.

What schools did Sam Birrell, Cfa attend?

Sam Birrell, Cfa holds Bachelor Of Commerce Co-Op (Bcomm), Finance from Dalhousie University.

What skills is Sam Birrell, Cfa known for?

Sam Birrell, Cfa is listed with skills including Teamwork, Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Financial Analysis, Time Management, and Powerpoint.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.