Kim Shannon

Kim Shannon is a prominent figure in the investment management industry, serving as the Founder and Co-Chief Investment Officer at Sionna Investment Managers, which she established in 2002. With over 35 years of experience, she has significantly influenced the landscape of investment management, particularly as a female leader in a traditionally male-dominated field.

Career Highlights

• Early Career: Shannon began her career in 1983 at Royal & Sun Alliance Company of Canada as an investment manager. She later held senior roles at AMI Partners Inc. and Merrill Lynch Investment Managers, where she was instrumental in establishing equity management capabilities in Canada.126
• Sionna Investment Managers: Under her leadership, Sionna has grown to become one of Canada's largest independent investment firms led by a woman, managing approximately $2.9 billion in assets.37 The firm is recognized for its disciplined, value-oriented investment approach and has formed strategic alliances to enhance its offerings.23

Education and Credentials

Shannon holds multiple degrees from the University of Toronto, including:

• Bachelor of Science in Zoology and Anthropology
• Bachelor of Commerce and Economics
• Master of Business Administration (MBA) Additionally, she is a Chartered Financial Analyst (CFA), reflecting her expertise and commitment to the investment profession.24

Awards and Recognition

Throughout her career, Shannon has received numerous accolades:

• Morningstar Fund Manager of the Year (2005)
• RBC Canadian Woman Entrepreneur Award (2007)
• Recognized multiple times as one of Canada's Most Powerful Women by the Women’s Executive Network.134
• Inducted into the IIAC Investment Industry Hall of Fame in 2022.3

Leadership and Board Roles

In addition to her role at Sionna, Shannon serves on several boards, including:

• The Brandes Institute
• Ontario Arts Foundation
• United Corporation She is also a past president of the CFA Society Toronto and has been actively involved with the CFA Institute's Board of Regents.13

Investment Philosophy

Shannon is known for her contrarian approach to investing, emphasizing the importance of buying undervalued assets. She advocates for a disciplined investment strategy that focuses on long-term value rather than short-term market fluctuations. Her insights into the Canadian market highlight its unique characteristics compared to larger markets like the U.S..56

Kim Shannon's career exemplifies leadership and innovation in investment management, making her a respected figure in finance and a role model for aspiring female investors.