Bio
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Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteMar, 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
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Investor
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May 2022 - Present
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Equity Analyst
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Jan 2020 - Aug 2021
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Ewing Morris & Co. Investment Partners Ltd.
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Toronto, Canada Area
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Equity Research Fellow
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Sep 2019 - Dec 2019
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Toronto, Canada Area
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Canada
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Investment Management
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1 - 100 Employee
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Financial Advisor Assistant
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Oct 2017 - Aug 2019
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Transition Assistant
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Apr 2017 - Oct 2017
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Nortex Roofing Ltd.
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Toronto
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Business Operations Intern
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May 2014 - Aug 2016
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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.
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Education
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2013 - 2017University of Guelph
Bachelor’s Degree, Management Economics and Finance
Suggested Services
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Industry Focus. “Investment Management”
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