James Yang joined Empire Life Investments Inc. in 2012. James was a Senior Investment Product Manager prior to stepping into his current analytics leadership role. Throughout his tenure at the firm, he has driven initiatives across portfolio analytics, product development, and quantitative research.

James is an experienced investment professional with progressive experience across Canadian and global asset managers. His expertise spans financial analysis, investment research, product management, development and positioning, risk management, and asset allocation.

Prior to joining Empire Life, James spent nearly six years at a top tier global asset manager where he held progressive roles as a Sales Relationship Specialist, Financial Analyst, and Investment Research Analyst. In these positions, his work focused on product and sales management, financial analysis, investment fund research, and equity research.

James holds an MBA in Finance from the University of Ottawa and a Bachelor's degree in Electrical Engineering. He is a CFA charterholder.

Henry currently holds the role of Senior Manager in the Portfolio Analytics team at Empire Life Investments Inc. He is primarily responsible for the team's advanced portfolio analytics—covering performance, exposures, risk factor analysis, and the competitive environment—conducted across funds, strategies, and the total portfolio level.

Henry joined Empire Life in 2010 and has over 25 years of investment industry experience. Before joining Empire Life, Henry held investment-related roles at Canadian asset managers, banks, and investment dealers.

Henry holds a bachelor's degree in economics and is a CFA charterholder.

Rubeena Khan joined Empire Life in 2022 as Manager, Investment Products, where she played a pivotal role in the strategic development and launch of the firm’s Registered Disability Savings Plan (RDSP). Driven by her passion for market dynamics and portfolio strategy, she transitioned to her current role in Portfolio Analytics, where she leads data-driven portfolio manager communications—synthesizing complex analytics into high-impact, audience-tailored investment content—while contributing to sound investment governance and risk management initiatives.

Rubeena is an experienced financial services professional with over a decade of progressive experience across leading Canadian asset managers. Her diverse expertise spans business development—driving sales growth across mutual funds, ETFs, and wealth solutions—to strategic product marketing, product development and management, and portfolio analytics.

Rubeena holds a B.Sc. in Chemistry, an MBA from the Smith School of Business at Queen’s University and is currently pursuing the CFA designation.

Sihong Wang joined Empire Life Investments Inc. in 2024. As a member of the portfolio analytics team, she is responsible for investment and performance reporting across various funds and strategies. Prior to joining Empire Life Investments, Sihong gained international experience in fund product analytics across Asia and Europe. Sihong holds a MSc and is a CFA charterholder.

Nitasha provides strategic financial leadership, with a focus on financial integrity and operational excellence, to support the overall growth and business strategy of Empire Life Investments Inc.

Nitasha joined Empire Life in 2022 as a Process Improvement Leader. She has been instrumental in spearheading transformative process improvement initiatives across Corporate Finance, significantly enhancing operational efficiency and strategic capabilities. In addition to her current role at Empire Life, she was appointed Chief Financial Officer for Empire Life Investments Inc. in September 2023. Nitasha has 20 years of experience overseeing audit, external reporting and controllership functions of publicly reported organizations.   

Nitasha is a qualified Charterer Professional Accountant (CPA) and has a Bachelor of Business Administration from the University of Toronto. 

Adrian Dolgan joined Empire Life Investments Inc. in 2025 and is responsible for ensuring the firm’s investment strategies are effectively represented in the marketplace.

Adrian is an experienced investment professional with over a decade of progressive experience in private equity, investment management, and capital allocation. His expertise spans strategic insight and hands-on execution.

Prior to Empire Life Investments Inc., Adrian spent nearly six years at a property management company, culminating as Director, Portfolio Allocation & Investments Management. In this role, he was a key driver of portfolio optimization, overseeing $8 billion in Real Estate transactions and managing a $20 billion portfolio allocation. He was instrumental in implementing quantitative initiatives that significantly enhanced portfolio performance and risk management.

Earlier in his career, Adrian held various financial planning and analysis (FP&A) roles, where he focused on corporate finance initiatives to drive strategy, performance, and long-term value creation.

Adrian holds an MBA in Finance from Université Laval and a BAA in Finance from HEC Montréal. He is a CFA Charterholder.

Jennifer provides tax leadership in support of Empire Life Investments Inc.'s business.

Jennifer joined Empire Life in 2015 and was promoted to Vice-President in 2023. Her experience includes planning, review and analysis of tax provisions under International Financial Reporting Standards and related Canadian tax compliance matters, special transactions including mergers and acquisitions and tax planning opportunities. Jennifer’s professional experience also includes senior management positions in public accounting where she specialized in Canadian corporate tax.

Jennifer has a Bachelor of Accounting (Honours), Co-op degree from Brock University. She also holds Certified Professional Accountant (CPA) and Chartered Accountant (CA) designations.

Jennifer volunteers on the Board of Directors for the University Hospitals Kingston Foundation and participates in a number of their committees.

Robert provides operations, accounting and financial management leadership in support of Empire Life Investments Inc.'s business.

Before joining Empire Life, Robert worked as Controller, Manulife Asset Management Private Markets at Manulife Financial. His professional experience also includes various management positions at Manulife Financial and PricewaterhouseCoopers where he specialized in international accounting requirements including accounting under U.S. generally accepted accounting principles, the financial management of various subsidiaries, investment finance and audit and assurance services.

Robert has a Bachelor of Commerce from Ryerson University. Robert also holds Certified Professional Accountant (CPA) and Chartered Accountant (CA) designations.

Doug joined Empire Life Investments Inc. in 2017 as a Portfolio Manager focusing on Canadian equities.

He is a member of the Investment Team providing investment management for segregated funds.

Doug is the lead manager of the Empire Life Dividend Growth GIF¹.

Doug began his career in the industry in 1999 and has held increasingly progressive roles with a leading Canadian investment firm. His experience includes working on two industry award-winning funds² and, most recently, was Vice President and Portfolio Manager for three funds where he researched and analyzed global and Canadian equities.

Doug holds a BA in Economics and Philosophy from Queen’s University and is also a CFA charterholder.

_{1 This is the marketing name of the fund. The fund’s legal name is Dividend Growth Fund. 
2 The fund names were CI Harbour Fund and CI Harbour Growth & Income Fund. There is a segregated fund and mutual fund version of both these funds.}