Claire Van Wyk-Allan, CAIA

Managing Director, Head of Canada at AIMA - The Alternative Investment Management Association
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • French -
Skills

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Credentials

  • Entrepreneurship 101
    MaRS Discovery District
    Apr, 2018
    - Nov, 2024
  • CAIA Charterholder
    CAIA Association
    May, 2016
    - Nov, 2024
  • CAIA
    Chartered Alternative Investment Analyst
    Mar, 2016
    - Nov, 2024
  • Canadian Securities Course (CSC)
    -

Experience

  • AIMA - The Alternative Investment Management Association
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Managing Director, Head of Canada
      • Apr 2021 - Present

      - Engage with alternative investment managers, institutional and retail investors, service providers, regulators and media to further industry in Canada, by promoting locally and abroad.- Lead investor education, regulatory advocacy and peer-to-peer community engagement for hedge funds, private credit, liquid alternatives and digital assets in Canada through events, thought leadership, committees and more.- Co-oversight of AIMA Global Investor Board.- Co-lead flagship AIMA Canada Investor Forum.- Work to improving diversity, equity and inclusion in industry, including for women, BIPOC individuals and young professionals.- Facilitate local and global connections through membership. Show less

    • Director, Head of Canada
      • Apr 2018 - Apr 2021

      - Lead education, advocacy and media communication efforts for alternative investment industry in Canada, including for NI 81-102 alternative mutual funds for members, prospects, regulators and investors (both institutional and retail channels)- Build strong community of alternative investment industry participants in Canada through strong member relations, investor relations and global connections- Lead strategy, thought leadership and project initiatives in Canada- Co-lead event sponsorship and planning in Canada, including flagship AIMA Canada Investor Forum- Promote regular mainstream media presence- Promote diversity and inclusion in our industry including dedicated programming for young professionals and students Show less

  • RBC Global Asset Management
    • Canada
    • Investment Management
    • 700 & Above Employee
    • Business Development Manager, Advisor Channel Sales
      • Sep 2015 - Mar 2018

      - Inside wholesaler for GTA West.- Mutual funds, ETFs, Alternatives, Segregated Funds.

    • Manager, Sales Support, Advisor Channel Sales
      • Feb 2013 - Aug 2015

      - Lead 12 Sales Coordinators, key members of Advisor Channel territory teams, across Canada.- Empowered and increased sales impact of team - Results coaching, observational coaching & personal development action planning- Responsible for ACS Sales Practices Policy resources & compliance approvals.- Strategic project management for efficiency and effectiveness of team and business unit- Develop and co-host annual national sales support conference

  • Arrow Capital Management Inc
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Regional Manager
      • Oct 2009 - Feb 2013

      - Inside wholesaler for retail hedge funds & structured financial product in Ontario- Direct-to-advisor sales, relationship management, client support & event management.- Marketing & public communications (strategy, materials, copy writing, editing, etc.)- Strategic project management (new website development & corporate rebranding).

    • Managerial Assistant
      • Jul 2008 - Oct 2009

      Client relations, investor compliance, sales reporting, CRM software improvements(Previously Arrow Hedge Partners Inc.)

  • AGF Investments
    • Canada
    • Financial Services
    • 300 - 400 Employee
    • Mortgage Collections Administrator
      • May 2007 - Sep 2007

      - Created and established information management tracking & analysis system - Created procedural training documents & computer database - Month-end reporting, arrears report analysis, various accounting - Claim submissions on power of sale mortgages, bankruptcy filing, file management - Created and established information management tracking & analysis system - Created procedural training documents & computer database - Month-end reporting, arrears report analysis, various accounting - Claim submissions on power of sale mortgages, bankruptcy filing, file management

  • South West Community Care Access Centre
    • Quality Assurance Assistant
      • May 2006 - Oct 2006

      - Developed policies & operating procedures, promotions, tools, audits, MOHLTC forecasts - Performed internal audit analysis, internal & external tracking statistics, occurrence reports, month-end and quarterly reports, etc. - Created and presented several PowerPoint presentations for audit results and policies - Developed policies & operating procedures, promotions, tools, audits, MOHLTC forecasts - Performed internal audit analysis, internal & external tracking statistics, occurrence reports, month-end and quarterly reports, etc. - Created and presented several PowerPoint presentations for audit results and policies

Education

  • The University of Western Ontario
    BMOS, Finance & Administration
    2004 - 2008

Community

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