David Malyga, CMT, CIM
Investment Advisor at BMO Nesbitt Burns- Claim this Profile
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English Native or bilingual proficiency
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Polish Professional working proficiency
Topline Score
Bio
Credentials
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Chartered Investment Manager, CIM
Canadian Securities Institute (CSI) -
Chartered Market Technician, CMT
Market Technicians Association, Inc.
Experience
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BMO Nesbitt Burns
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Canada
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Investment Management
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700 & Above Employee
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Investment Advisor
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Sep 2022 - Present
David Malyga is a dedicated investment advisor and wealth manager and has 15 years of experience advising affluent families, investors, and corporations. David has a unique investment approach by combining macro, fundamental and technical analysis in his strategic investment recommendations. He developed this unique approach through years of market experience and his extensive educational background as Chartered Market Technician and Chartered Investment Manager. David has developed a strong understanding of risk and believes it’s critical to employ a diversified tactical global strategy to achieve long term goals. David’s focus is the client, and he provides a client-based approach involving a focus on the client’s goals, objectives, and concerns. Focusing on reducing costs, simplifying the process, and creating a plan that will allow you to achieve all that is important to you. Malyga Group serves a diverse group, including pre-retirees, retirees, professionals and small to large business owners. David’s main objective is to maintain a clear goal of making the best decision with your money. David builds a personalized strategy that guides you through the ups and downs of life that manages a portfolio of investments, retirement goals, business successions and estate planning to increase generational wealth. Services offered: Investments Tax Planning Banking and Borrowing Strategic Insurance Planning Trust Services Philanthropic Services Succession Planning Estate Planning Wealth Planning Retirement Planning Educational Planning David continues to work closely with families, business owners and professionals providing tailored financial plans. Feel free to reach out to David for a second opinion on your financial situation. David also speaks polish. Show less
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Manulife Securities
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Canada
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Financial Services
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700 & Above Employee
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Associate Advisor
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Jun 2021 - Aug 2022
Created, monitored, and maintained investment portfolios based on proprietary system. Also, monitored economic and corporate developments. Models were constructed by using top-down analysis and using my own proprietary system based on momentum and economic conditions. Provided fundamental, technical, and quantitative evaluation of equity, fixed income, currencies, and commodities. Conducted due diligence on managed products. Portfolio reviews focusing on client’s risk and market conditions and adjusting asset allocation to meet client's target goals and risk parameters. Show less
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Aligned Capital Partners Inc.
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Canada
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Financial Services
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100 - 200 Employee
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Trade Desk Associate
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May 2019 - Jun 2020
Maintained and created the SMA/UMA platform for the firm and executed all high value trades for the firms PM’s and advisors. Conducted due diligence research and valuation on investment products available on Aligned Capital product shelf. Oversaw the approval and research for 33 offering memorandum products (hedge funds, private equities, REITs, MICs), 24 private placements (public and private equities) and 18 liquid alternatives. Assisted with public syndication deals with capital contribution of $150 million. Coordinated and hosted weekly webinars that focused on products, asset allocation, equities, fixed income, and alternative investments. Assisted with the launch of 7 offering memorandum (45-106) based funds. Accumulated AUM of $270 million. Executed all trading within the funds for the Portfolio Managers over seeing the fund. Member of the investment selection committee, that assists with research and approval of investment products. Evaluated and enhanced internal policies, procedures, built out Aligned Capital Partners Trade Desk and evaluated 3rd party systems to enhance efficiencies. Show less
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RBC Dominion Securities
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Canada
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Investment Management
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700 & Above Employee
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Associate
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Jul 2018 - Dec 2018
Associate to one of the top Investment Advisors in Canada. Provided support to the team in servicing our high net-worth clients through trading, cash management, and portfolio modeling. Provided analysis on individual securities, managed products, and the global economy. One of two traders responsible for all portfolio maintenance. Executed portfolio re-balancing across all discretionary accounts. Associate to one of the top Investment Advisors in Canada. Provided support to the team in servicing our high net-worth clients through trading, cash management, and portfolio modeling. Provided analysis on individual securities, managed products, and the global economy. One of two traders responsible for all portfolio maintenance. Executed portfolio re-balancing across all discretionary accounts.
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StoneX Group Inc.
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United States
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Financial Services
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700 & Above Employee
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Market Strategist
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Aug 2015 - Aug 2018
Ownership of the day-to-day High Net Worth client management. Identify trading opportunities in the FX and Futures markets through quantitative, technical & fundamental analysis. Updating retail and institution clients on market developments and economic changes. Implementing risk management techniques to reduce overall risk. Developed automated trading strategies to identify opportunities and trade execution. Ownership of the day-to-day High Net Worth client management. Identify trading opportunities in the FX and Futures markets through quantitative, technical & fundamental analysis. Updating retail and institution clients on market developments and economic changes. Implementing risk management techniques to reduce overall risk. Developed automated trading strategies to identify opportunities and trade execution.
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Tenstar Financial
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Canada
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Investment Banking
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Branch Manager
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Jan 2012 - Dec 2013
Sales Introduced new HAHN ETF portfolio to advisors for high net worth clients. Prepared and delivered presentations on investments and compliance. Modeled, monitored and rebalanced mutual fund portfolios. Formulated a Transaction Matrix, a user-friendly guide for MFDA transactions. Compliance Passed MFDA audit with dealer rating changed from negative to positive by developing and implementing a new compliance system, including Tier 1 and Tier 2 Supervision. Prior to my hire, dealer was under penalties from MFDA regulators with below average compliance and a large number of client disputes and lawsuits. Diminished compliance issues, increased efficiency and propelled client satisfaction by simplifying dealer New Account Application Form (NAAF)to accommodate the dealer’s platform. Decreased compliance inquiries and saved advisors time by resolving the issue of missing documents during new client openings by creating a New Client Booklet and a New Corporation Booklet. Precluded lawsuit and minimized risk by monitoring advisor transactions closely and discovering and reporting advisors abusing the use of mutual funds to increase sales at the expense of clients. Participated in MFDA, FINTRAC and AML audits. Planned a Strict Client Supervision system and implemented regulations. Show less
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ScotiaMcLeod
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Canada
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Investment Management
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1 - 100 Employee
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Associate
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Jan 2011 - Dec 2011
Assisted advisors in the annual review of clients’ portfolios. Drafted and analyzed Investment Policy statements and resolved financial planning and tax inquiries. Verified that portfolio met current or updated risk profile by gathering and analyzing information as per the advisor instructions and rebalanced portfolio. Sales SupportSupported the development of wealth management concepts, products and services including financial advice and planning. Designed, distributed and maintained marketing materials. Organized client events, including lunch and learn training, seminars and client appreciation events.Responded to client inquiries, solving issues and processing client transactions, including client withdrawals, purchases, deposits, swaps and transfers. Show less
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CSR
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Sep 2008 - Dec 2010
Promoted sale of financial products and services. Ensured daily interactions fostered customer relationships of mutual trust. SalesProactively generated referrals to meet the overall branch business objectives. Contributed to overall branch success by handling customers’ transactional needs, resolving inquiries and providing advisement on products offered.
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Education
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2006 - 2009
Sheridan College
Finance, Finance and Financial Management Services
Community
