Davide Scalzo, MBA
Senior Portfolio Analyst at Guardian Partners Inc.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Vito Giovannetti
I first met Davide Scalzo at the Schulich School of Business and had the opportunity of working with him for many projects and courses throughout our BBA degree. In each of these experiences Davide demonstrated a dedication and passion to success in everything we worked on together. Whether through his own leadership or team work, Davide always found away to contribute and work towards the end goal. As an effective communicator, Davide and I were able to connect outside of work itself and develop an authentic friendship that will last a lifetime. His genuine character and ability to share honest advice is a trait that defines who Davide really is. I recommend him as a partner, a friend and now a financial advisor. His dream to create a better financial future for families and individuals is rooted deep with in his journey to the professional world. He is the right person to trust with financial management and continues to learn and develop new skills to best serve his growing clientele. It is truly an honour to have worked with Davide and I look forward to working with him again and watching his journey unfold.
Tina Carthigaser
Davide and I worked together at Investors Group Newmarket in many different capacities. Davide is a dedicated and hard working individual who truly cares about his clients and his work. What strikes me most about Davide is his ability to connect with people, his genuine concern for others and his commitment to excellence. Davide continues to impress me with his passion for learning and willingness to take on challenging projects. He has the capacity to do great things and I truly believe that success will follow Davide wherever he goes!
Vito Giovannetti
I first met Davide Scalzo at the Schulich School of Business and had the opportunity of working with him for many projects and courses throughout our BBA degree. In each of these experiences Davide demonstrated a dedication and passion to success in everything we worked on together. Whether through his own leadership or team work, Davide always found away to contribute and work towards the end goal. As an effective communicator, Davide and I were able to connect outside of work itself and develop an authentic friendship that will last a lifetime. His genuine character and ability to share honest advice is a trait that defines who Davide really is. I recommend him as a partner, a friend and now a financial advisor. His dream to create a better financial future for families and individuals is rooted deep with in his journey to the professional world. He is the right person to trust with financial management and continues to learn and develop new skills to best serve his growing clientele. It is truly an honour to have worked with Davide and I look forward to working with him again and watching his journey unfold.
Tina Carthigaser
Davide and I worked together at Investors Group Newmarket in many different capacities. Davide is a dedicated and hard working individual who truly cares about his clients and his work. What strikes me most about Davide is his ability to connect with people, his genuine concern for others and his commitment to excellence. Davide continues to impress me with his passion for learning and willingness to take on challenging projects. He has the capacity to do great things and I truly believe that success will follow Davide wherever he goes!
Vito Giovannetti
I first met Davide Scalzo at the Schulich School of Business and had the opportunity of working with him for many projects and courses throughout our BBA degree. In each of these experiences Davide demonstrated a dedication and passion to success in everything we worked on together. Whether through his own leadership or team work, Davide always found away to contribute and work towards the end goal. As an effective communicator, Davide and I were able to connect outside of work itself and develop an authentic friendship that will last a lifetime. His genuine character and ability to share honest advice is a trait that defines who Davide really is. I recommend him as a partner, a friend and now a financial advisor. His dream to create a better financial future for families and individuals is rooted deep with in his journey to the professional world. He is the right person to trust with financial management and continues to learn and develop new skills to best serve his growing clientele. It is truly an honour to have worked with Davide and I look forward to working with him again and watching his journey unfold.
Tina Carthigaser
Davide and I worked together at Investors Group Newmarket in many different capacities. Davide is a dedicated and hard working individual who truly cares about his clients and his work. What strikes me most about Davide is his ability to connect with people, his genuine concern for others and his commitment to excellence. Davide continues to impress me with his passion for learning and willingness to take on challenging projects. He has the capacity to do great things and I truly believe that success will follow Davide wherever he goes!
Vito Giovannetti
I first met Davide Scalzo at the Schulich School of Business and had the opportunity of working with him for many projects and courses throughout our BBA degree. In each of these experiences Davide demonstrated a dedication and passion to success in everything we worked on together. Whether through his own leadership or team work, Davide always found away to contribute and work towards the end goal. As an effective communicator, Davide and I were able to connect outside of work itself and develop an authentic friendship that will last a lifetime. His genuine character and ability to share honest advice is a trait that defines who Davide really is. I recommend him as a partner, a friend and now a financial advisor. His dream to create a better financial future for families and individuals is rooted deep with in his journey to the professional world. He is the right person to trust with financial management and continues to learn and develop new skills to best serve his growing clientele. It is truly an honour to have worked with Davide and I look forward to working with him again and watching his journey unfold.
Tina Carthigaser
Davide and I worked together at Investors Group Newmarket in many different capacities. Davide is a dedicated and hard working individual who truly cares about his clients and his work. What strikes me most about Davide is his ability to connect with people, his genuine concern for others and his commitment to excellence. Davide continues to impress me with his passion for learning and willingness to take on challenging projects. He has the capacity to do great things and I truly believe that success will follow Davide wherever he goes!
Credentials
-
IIROC Licensed, Registered Representative Securities-Retail
IIROC (Investment Industry Regulatory Organization of Canada)Sep, 2017- Sep, 2024
Experience
-
Guardian Partners Inc.
-
Canada
-
Financial Services
-
1 - 100 Employee
-
Senior Portfolio Analyst
-
Aug 2023 - Present
-
-
-
OurCrowd
-
Israel
-
Investment Management
-
100 - 200 Employee
-
Investor Relations
-
May 2021 - Aug 2023
-
-
-
-
Proprietary Trader
-
Sep 2019 - Apr 2021
-
-
-
Schulich School of Business - York University
-
Canada
-
Higher Education
-
200 - 300 Employee
-
Full-Time MBA Student (Investment Management)
-
Jan 2018 - Dec 2018
-
-
-
IG Wealth Management
-
Canada
-
Financial Services
-
700 & Above Employee
-
Associate IIROC Consultant, Senecal Group (Private Wealth Management)
-
Aug 2016 - Oct 2017
-
-
Consultant
-
May 2014 - Aug 2016
-
-
Marketing Associate
-
May 2013 - May 2014
-
-
Education
-
Schulich School of Business - York University
Bachelor of Business Administration (BBA), Finance and Marketing -
CFA Institute
CFA Level III Candidate