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Bio

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Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Mar, 2021
    - Apr, 2026
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Jul, 2016
    - Apr, 2026
  • Conduct and Practices Handbook (CPH)
    Canadian Securities Institute (CSI)
    Sep, 2017
    - Apr, 2026
  • Bloomberg Market Concepts
    Bloomberg
  • Wealth Management Essentials
    Canadian Securities Institute

Experience

    • Investor
      • May 2022 - Present

    • Equity Analyst
      • Jan 2020 - Aug 2021

    • Equity Research Fellow
      • Sep 2019 - Dec 2019
      • Toronto, Canada Area

    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Financial Advisor Assistant
      • Oct 2017 - Aug 2019

    • Transition Assistant
      • Apr 2017 - Oct 2017

    • Business Operations Intern
      • May 2014 - Aug 2016
      • Toronto

      - Evaluated potential projects at Pre-tender meetings. Measured and inspected roof conditions of the job being tendered and relayed information from consultants to company estimators. - Worked with the company estimators to complete project take-offs and determine the amount of materials and labour hours required for each job.

Education

  • 2013 - 2017
    University of Guelph
    Bachelor’s Degree, Management Economics and Finance

Suggested Services

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Industry Focus. “Investment Management”

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