Daniel Chew, CFA, CPA, CA

Senior Analyst, Canadian and US Equities at Phillips, Hager & North Investment Management
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English Native or bilingual proficiency
  • French Elementary proficiency
  • Mandarin Elementary proficiency

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Credentials

  • CFA
    CFA Institute
  • CPA, CA
    CPA Canada (Chartered Professional Accountants Canada)

Experience

    • Canada
    • Investment Management
    • 100 - 200 Employee
    • Senior Analyst, Canadian and US Equities
      • Jul 2017 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Equity Research Associate Analyst
      • 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

    • Japan
    • Financial Services
    • 700 & Above Employee
    • Assistant Vice President, Corporate Banking
      • 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

    • Professional Services
    • 700 & Above Employee
    • Senior Associate
      • 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

Education

  • The University of British Columbia
    Bachelor of Commerce (B.Com.)

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