Daniel Chew, CFA, CPA, CA
Senior Analyst, Canadian and US Equities at Phillips, Hager & North Investment Management- Claim this Profile
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English Native or bilingual proficiency
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French Elementary proficiency
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Mandarin Elementary proficiency
Topline Score
Bio
Credentials
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CFA
CFA Institute -
CPA, CA
CPA Canada (Chartered Professional Accountants Canada)
Experience
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PH&N Institutional
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Canada
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Investment Management
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100 - 200 Employee
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Senior Analyst, Canadian and US Equities
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Jul 2017 - Present
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Raymond James
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United States
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Financial Services
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700 & Above Employee
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Equity Research Associate Analyst
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2013 - Jul 2017
- Diverse coverage spanning several industries including industrials, materials and agriculture - Extensive experience in writing detailed equity research reports and making investment recommendations to buy-side clients - Strong interpersonal skills honed through regular communication with clients, Sales & Trading partners and Senior Management teams of companies under coverage - Excellent financial modeling skills including accretion analysis, M&A, earnings sensitivities and LBOs - Expert knowledge of Microsoft Office Suite, Capital IQ, Thomson One, Bloomberg Show less
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MUFG
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Japan
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Financial Services
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700 & Above Employee
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Assistant Vice President, Corporate Banking
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2010 - 2012
- Focus on global relationship management through active monitoring of existing and prospective clients to identify financing opportunities in areas such as syndications, project finance, M&A, trade finance, capital markets, ECA financing and risk management - Client Base: Western Canadian Investment Grade Corporates in the oil & gas, mining, agriculture, utilities sectors - Focus on global relationship management through active monitoring of existing and prospective clients to identify financing opportunities in areas such as syndications, project finance, M&A, trade finance, capital markets, ECA financing and risk management - Client Base: Western Canadian Investment Grade Corporates in the oil & gas, mining, agriculture, utilities sectors
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PwC
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Professional Services
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700 & Above Employee
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Senior Associate
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May 2005 - Aug 2010
- Led engagement teams providing assurance services including audits, reviews, prospectuses and IFRS diagnostics with focus on international public companies - Expertise in Canadian GAAP, US GAAP, IFRS and financial instruments valuation - Led engagement teams providing assurance services including audits, reviews, prospectuses and IFRS diagnostics with focus on international public companies - Expertise in Canadian GAAP, US GAAP, IFRS and financial instruments valuation
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Education
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The University of British Columbia
Bachelor of Commerce (B.Com.)