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Aaron Kadey, Cpa profile image

Aaron Kadey, Cpa

Investment Banking Associate at Origin Merchant Partners
Intro Book
Aaron Kadey, CPA, is a seasoned investment banking professional with a strong educational background in accounting, holding a Bachelor's Degree and a Graduate Diploma in Professional Accounting, with 3+ years of experience in the field.
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Location
Toronto, Ontario, Canada, CA
Languages
  • English Native or bilingual proficiency
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Bio

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My name is Aaron Kadey, and I am a CPA based in Toronto, Ontario, Canada. I am fluent in English and have built a solid foundation in investment banking and accounting through my experiences at Origin Merchant Partners, KPMG, and EY. Over the past several years, I have progressed from a Staff Accountant to an Investment Banking Associate, honing my skills in financial analysis and M&A transactions. I hold a Bachelor’s Degree in Accounting from the Ivey Business School at Western University and a Graduate Diploma in Professional Accounting from the University of Toronto's Rotman School of Management. My diverse background also includes leadership roles and strategic marketing initiatives, which have further developed my analytical and management capabilities. I am passionate about leveraging my expertise to drive financial success and contribute to dynamic teams.

Credentials

  • Chartered Professional Accountant
    Chartered Professional Accountants of Canada (CPA Canada)
    Sep, 2020
    - Apr, 2026
  • Financial Modeling - Mergers and Acquisitions
    Kubicle
    Apr, 2020
    - Apr, 2026
  • Financial Modeling - Modeling startup investments
    Kubicle
    Apr, 2020
    - Apr, 2026
  • Alteryx - Joining Data
    Kubicle
    Feb, 2020
    - Apr, 2026
  • Getting Started in Alteryx
    Kubicle
    Feb, 2020
    - Apr, 2026
  • Financial Modeling - Financial Projections
    Kubicle
    Dec, 2019
    - Apr, 2026
  • Financial Modeling - Performing Your First Company Valuation
    Kubicle
    Dec, 2019
    - Apr, 2026
  • Passed CFA Level 1 (above 90th Percentile)
    CFA Institute
    Aug, 2019
    - Apr, 2026
  • Passed Common Final Examination (CFE)
    Chartered Professional Accountants of Ontario (CPA Ontario)
    Dec, 2018
    - Apr, 2026
  • Bronze Cross
    Lifesaving Society Ontario
    Jul, 2013
    - Apr, 2026
  • G Level Drivers License
    Ontario Ministry of Transportation
    Jan, 2012
    - Apr, 2026

Experience

  • Origin Merchant Partners
    • Canada
    • Investment Banking
    • 1 - 100 Employee
    • Investment Banking Associate
      • Feb 2022 - Present

    • Investment Banking Analyst
      • Mar 2021 - Feb 2022

  • KPMG
    • Toronto, Canada Area
    • Senior Associate, Deal Advisory (M&A Transaction Services)
      • Sep 2019 - Feb 2021
      • Toronto, Canada Area

  • EY
    • Toronto, Canada Area
    • Staff and Senior Accountant
      • Sep 2017 - Sep 2019
      • Toronto, Canada Area

      Staff accountant in the Private Client Services division of EY's Assurance service line

  • Carson Dunlop
    • Toronto, Canada Area
    • Digital Marketing & Strategy Intern
      • May 2016 - Aug 2016
      • Toronto, Canada Area

      Responsible for various projects within marketing including: market research, sales, trend analysis and industry analysis, culminating in providing strategic recommendations based on findings

  • College Pro
    • Toronto, Ontario
    • Window Cleaning Franchise Owner & Manager
      • Apr 2014 - Sep 2015
      • Toronto, Ontario

      • Implemented marketing strategies via cold-calling & referrals in order to generate leads; conducted over 150 estimates booking and producing 109 jobs (2015)• Achieved sales of $25,000 in summer 2014; matched sales in 2015 despite managing, operating and producing for two months rather than four • Recruited and hired eight employees; training each in window cleaning & safety skills as well as marketing and cold calling techniques• Coached an excelling employee into the role of assistant manager; taught employee to manage jobsites, conduct estimates and sell & book window cleaning services; resulting in employee being delegated managerial responsibilities

  • Kilcoo Camp
    • Minden, Ontario
    • Leader in Training "L.I.T."
      • Jun 2011 - Aug 2012
      • Minden, Ontario

      Completed the Leader in Training program at Kilcoo Camp over the course of two summers. Working alongside counsellors and other L.I.T.'s to lead cabin groups in in-camp activities as well as on overnight canoe trips, developing their survival and canoeing skills, spanning up to a week.

Education

  • 2015 - 2017
    Ivey Business School at Western University
    Bachelor’s Degree, Accounting
  • 2017 - 2017
    University of Toronto - Rotman School of Management
    Graduate Diploma in Professional Accounting, Accounting
  • 2013 - 2015
    Western University
    Arts & Humanities

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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