David Miner, BSc, MBA, FCSI
A Brief Biography
David has been in the financial sector since 1975. Through most of the 1980's, he was a broker with one of Canada's largest investment dealers and serviced both institutional and retail clients. As a broker, David traded stocks, bonds, options, and futures contracts. In 1988, he became vice president and partner of Hodgson Roberton Laing Limited ("HRL"), Canada's oldest investment counsel with assets under management of about $2 billion. At HRL (now part of YMG Capital), he looked after both institutional and retail accounts. He was the partner in charge of HRL's mutual fund operation. As a member of the investment committee, David was a key contact at HRL to investment and benefit consultants for firms such as William Mercer and Towers Perrin.
After leaving HRL in 1996, David continued as a financial and insurance advisor to individuals and corporations. Initially, he operated through his own firm, which he sold in 1999 to a public company and stayed under management contract until 2001. In 2001, David became Vice President at Queensbury Strategies Inc. Since February 2009, David has continued his practice as a Partner with Equity Associates Inc. Equity Associates has about one hundred fifty advisors across Canada and assets under administration of approximately $2.2 billion.
David received a Bachelor of Science (Mathematics) and a Master of Business Administration (Finance) from the University of Toronto. David has remained active at the University of Toronto. David is a Past President of the Faculty of Management Alumni Association. He is past Vice President of the University of Toronto Alumni Association. David has worked with the Department of Mathematics on various student and alumni related projects. He is an inaugural year recipient of an Arbor Award from the University of Toronto for volunteer service. He is a Fellow of the Canadian Securities Institute.
David is actively involved in his industry. He has participated on committees at the Investment Funds Institute of Canada ("IFIC") and served a term as Chairman of the Advertising Standards Committee at IFIC. He has participated in a number of regulatory and industry forums. In the past, David has headed compliance for three firms and is an advocate for fair practice. He has often been interviewed on television, radio, and in the press.
David is a marathon runner (including several marathons in support of various charities), dragon boat racer, downhill skier and scuba diver. He has in the past been active in martial arts, particularly Wing Chun style Kung Fu and Tae Kwon Do at the black belt level.
David and his wife, Dorinda, live in Toronto. Dorinda is a Partner with the law firm McMaster, McIntyre, & Smyth, LLP. They regularly support the performing arts, including ballet, opera, theatre, film, and music. David has two daughters. Amelia is attending the University of Toronto and Victoria is attending Algoma University. Amelia works part time with David as a licensed assistant and Victoria also occasionally lends a hand in the office.