Matthew Rooney, CIM

. at CASP AEROSPACE INC
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • French -
Skills

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Credentials

  • Chartered Investment Manager
    Canadian Securities Institute (CSI)

Experience

  • CASP AEROSPACE INC
    • Canada
    • Aviation & Aerospace
    • 1 - 100 Employee
    • .
      • Aug 2017 - Present

  • Manulife
    • Canada
    • Insurance
    • 700 & Above Employee
    • Advantage Plan Investment Consultant
      • Apr 2016 - Jul 2017

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Investment Advisor
      • Aug 2012 - Jun 2013

      Working with High Net Worth Families & Individuals to identify goals and develop personalized strategies. • Analysis of individual stocks and fixed income holdings • Asset allocation of client portfolio • Review market expectations/changes vs client holdings • Execute trades • Client review meetings • Prospect clients, develop relationships and create personalized investment strategies • Organizing and presenting seminars • Growth strategies include asset transfers and referral process

  • Manulife Securities
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Investment Advisor
      • Oct 2009 - Aug 2012

  • PWL Capital Inc
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Investment Advisor
      • Feb 2008 - Feb 2009

      •Monthly review and report of asset mix for compliance with IPS •Creating Investment Policy Statements (IPS) for clients •Execute trades, primarily ETFs and low liquidity securities •Review of daily transactions to ensure accuracy •Preparing presentations & running meetings •Researching tax & financial planning issues •Construct portfolio implementation/conversion •Monthly review and report of asset mix for compliance with IPS •Creating Investment Policy Statements (IPS) for clients •Execute trades, primarily ETFs and low liquidity securities •Review of daily transactions to ensure accuracy •Preparing presentations & running meetings •Researching tax & financial planning issues •Construct portfolio implementation/conversion

  • CIBC Wood Gundy
    • Financial Services
    • 700 & Above Employee
    • Investment Advisor
      • Jun 2006 - Feb 2008

      • Use various databases to analyze MF & IC performance and prepare recommendations for client • Supplier meetings with mutual funds and investment counselors • Regular contact with selected external managers discussing performance and outlook • Execute trades • Prepare client review meetings • Prospect clients, develop relationships and create personalized investment strategies • Identify High Net Worth Individuals, networking in niche markets • Organizing and presenting seminars • Growth strategies include asset transfers and referral process Achievements • Consistently achieved and surpassed set targets for new assets • Established a networking group of young professionals • Share of wallet above firm average per client

Education

  • Loyola High School

Community

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