Sheila Norman, CFA McLean Budden Ltd.

Sheila Norman is a Portfolio Manager for not-for-profit and charitable organizations at McLean Budden Ltd. Sheila is also active in providing education to the sector and has spoken to audiences in London, Kitchener and Toronto in 2003 and 2004. She was a copresenter with Kelly Rogers at the CAGP Annual Conference in April 2004. The session was entitled: ”Coping with a Changing Investment Environment: Issues and Strategies for Not-for-Profit and Charitable Organizations” and received very favourable evaluations.

McLean Budden has been operating since 1947. The firm currently manages over $31 billion for individuals, pension plans and foundations, and is 45% employee-owned. The firm is committed to Growth, Value & Core Equity Styles. Under the leadership of Sheila Norman, the Toronto office of McLean Budden offers a spring and fall six-session educational series for senior staff of not-for-profit and charitable organizations. McLean Budden was a sponsor of the biennial national conference of the Community Foundations of Canada, 2004.