About
Manpreet Lote currently serves as an analyst at Fiera Capital Corp, a leading Canadian asset management firm headquartered in Montreal. In this capacity, he is responsible for supporting investment research, portfolio analysis, and contributing to the management of diversified client assets. His role emphasizes rigorous financial assessment and data-driven recommendations within the firm's institutional investment solutions.
Manpreet focuses primarily on public and private market strategies, reflecting Fiera Capital's multifaceted approach that spans asset classes such as equities, fixed income, real estate, private credit, infrastructure, and alternatives. He leverages analytic tools and industry insights to evaluate market trends, monitor sector concentration, and optimize portfolio allocations in collaboration with senior investment professionals.
With prior experience in investment analysis and a foundation in finance, Manpreet brings expertise in quantitative modeling, risk assessment, and sector due diligence. Based in Brampton, Ontario, he is recognized for his commitment to professional rigor and emerging leadership in asset management, with a career trajectory positioned for further impact in institutional investment management.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Fiera Capital | Senior Analyst, Consolidations | Jul 2023 to Present | — | 
| Doane Grant Thornton LLP | Unknown to Present | — | |
| Grant Thornton LLP (Canada) | Senior Accountant | Jan 2023 to Jul 2023 | — | 
| Grant Thornton LLP (Canada) | Accountant | Oct 2020 to Jan 2023 | — | 
| TD | Customer Experience Associate | Jun 2017 to Oct 2020 | — | 
Education
Chartered Professional Accountants of Canada (CPA Canada)
2020 — 2022
Ryerson University
Bachelor of Commerce - BCom, Accounting and Finance
2016 — 2020
Others at Fiera Capital Corp. (26)
| Name | Role | Location | 
|---|---|---|
| Senior Analyst, Municipal Credit Research | Boston, MA , United States | |
| SVP and Portfolio Manager | Miamisburg, OH , United States | |
| Senior Analyst | Montreal, QC , Canada | |
| AAlexander Sharp | Billing Analyst | Montreal, QC , Canada | 
| BBenoit Paquette | Lead Analyst, Performance and Reporting | Montréal, QC , Canada | 
| Vice President and Portfolio Manager, Global Asset Allocation | Montreal, QC , Canada | |
| Vice président et gestionnaire de portefeuille principal, Revenu Fixe | Montreal, QC , Canada | |
| Senior Analyst | New York, NY , United States | |
| Finance and Accounting Analyst | Toronto, ON , Canada | |
| EEric Lopez | Senior Analyst, Systems Maintenance | Montreal, QC , Canada |