Roger Lydiatt, CFA, CFP

Portfolio Manager

Roger has been in the investment industry working with private clients for over ten years, and brings extensive experience in discretionary portfolio management, business development and client relations. Prior to joining Dixon Mitchell, Roger was an Investment Counsellor and Lead Relationship Manager with the Multi-Family Office division of a major Canadian bank.

Roger earned his Bachelor of Commerce from the University of Calgary, is a Chartered Financial Analyst charterholder and holds the Certified Financial Planner designation. Outside the office Roger sits on the Board of Calgary Reads, which encourages literacy in children and communities, and volunteers for Junior Achievement, the world’s largest NGO dedicated to educating young people about business.

As Portfolio Manager and through his role on Dixon Mitchell’s investment committee, Roger contributes to the development, implementation, and oversight of investment portfolios for affluent private clients, business owners, and family offices.