“When we decided to
put in place a succession
plan 8 years ago
Rockvale’s investment approach fit the bill...”


-B.A.

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Reputable, Client-Focused Managers with
Over a Century of Combined Experience

The team of individuals overseeing your portfolio at Rockvale possesses a unique breadth of financial industry experience, spanning multiple business and market cycles.


J. David Curran

J. David Curran
Principal, President

Dave has been involved in the investment management business for over 40 years. During the course of his career he has managed money on behalf of retail, high-net-worth and institutional investors. Prior to his time at Rockvale, Dave acted as the Director of Research for Canadian and U.S. Equities at the investment management arm of a large Insurance company. Subsequently, he was a partner and Portfolio Manager at an independent, Toronto-based investment manager where he was responsible for advising the firm’s mutual funds as well as managing some of the largest private sector pension funds in Canada. Dave is a member of the CFA Institute.



J. David Curran

William Doerfling
Principal, Senior Vice President

Bill previously held a number of senior money market positions with one of Canada’s largest banks. During his tenure he was the National Manager of money market trading and sales, as well as the Chief Dealer for treasury bills, bankers’ acceptances and commercial paper. Bill then became General Manager of domestic treasury sales and trading, where his role required daily contact with the Bank of Canada on market and statutory cash reserve issues. Following his time with the bank he was a Vice President in the Advanced Analytics and Risk Management department of a bank-owned investment dealer.



Learn more about Our Promise to You

Our Approach

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Platform or Ledge?

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Philosophy

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