Dennis Ly, CFA, CFP

Chief Investment Officer and Portfolio Manager at Heathbridge Capital Management Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • Chinese -

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Bio

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Experience

  • Heathbridge Capital Management Ltd
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Chief Investment Officer and Portfolio Manager
      • Jun 2021 - Present

      Heathbridge Capital Management Ltd. is an independent portfolio management firm with a strong investment discipline which it calls “Checkmark Investing™”. The firm focuses on managing individual segregated portfolios primarily for Canadian high-net-worth families and foundations.

    • Portfolio Manager / Analyst / Financial Planner
      • Feb 2016 - Jun 2021

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Associate, Regulatory Study
      • Jul 2012 - Feb 2016

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Order Specialist and Client Support (Business Analyst)
      • Aug 2011 - May 2012

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • May 2009 - Jan 2011

Education

  • University of Waterloo
    Honours Economics and Business
    2005 - 2009

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