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Frances Arthur Henry, Cim, Msc profile image

Frances Arthur Henry, Cim, Msc

Director, Operations at Forge First Asset Management Inc.
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Location
Toronto, Ontario, Canada, CA
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Credentials

  • Designation - Chartered Investment Manager (CIM®)
    Canadian Securities Institute
    Mar, 2022
    - Apr, 2026
  • Certification - Portfolio Management Techniques
    Canadian Securities Institute
    Jan, 2022
    - Apr, 2026
  • Certification - Investment Management Techniques
    Canadian Securities Institute
    Dec, 2020
    - Apr, 2026
  • Certification - Business Valuations
    ACCA
    May, 2020
    - Apr, 2026
  • Certification - Canadian Securities Course
    Canadian Securities Institute
    Dec, 2015
    - Apr, 2026

Experience

  • Forge First Asset Management Inc.
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Director, Operations
      • 2022 - Present

    • Operations Manager
      • 2020 - 2022

  • EY
    • Manager, Transaction Advisory Services
      • 2019 - 2020

    • Senior Financial Analyst, Transaction Advisory Services
      • 2016 - 2019

  • Cidel
    • Canada
    • Financial Services
    • 100 - 200 Employee
    • Senior Administrator, Banking & Investment
      • 2013 - 2016

    • Administrator, Banking & Investment
      • 2010 - 2013

  • Sagicor Life Insurance Company
    • Barbados
    • Pension Administrator (Temporary)
      • 2010 - 2010
      • Barbados

  • University of Miami
    • Florida, United States
    • Undergraduate Tutor (Part-time)
      • 2008 - 2009
      • Florida, United States

  • Barbados Tourism Marketing Inc.
    • Barbados
    • Accounting Assistant (Summer Internship)
      • 2008 - 2008
      • Barbados

  • Guildhall Law Chambers
    • Barbados
    • Legal Assistant (Summer Internships)
      • 2005 - 2006
      • Barbados

Education

  • 2012 - 2014
    The University of the West Indies Cave Hill Campus
    Master of Science (MSc), Distinction, Investments & Wealth Management
  • 2007 - 2009
    University of Miami
    Bachelor of Business Administration (BBA), Honours, Finance
  • 2005 - 2007
    Barbados Community College
    Associate of Arts (AA), Honours, Accounting, Mathematics, French with Themes
  • 2000 - 2005
    Harrison College
    Ten CXC Certificates, Accounting, Math, English, Literature, Chemistry, Physics, Geography, IT, Spanish, French

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