Michael Ruse CFA, CIM, CFP, FCSI
Portfolio Strategist at Investors Group Securities Inc.- Claim this Profile
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Bio
Credentials
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Excel Data Visualization: Mastering 20+ Charts and Graphs
LinkedInMay, 2020- Oct, 2024 -
Excel: Creating a Basic Dashboard
LinkedInMay, 2020- Oct, 2024 -
The Six Morning Habits of High Performers
LinkedInMay, 2020- Oct, 2024 -
Excel: Advanced Formulas and Functions
LinkedInApr, 2020- Oct, 2024 -
Power BI Top Skills
LinkedInApr, 2020- Oct, 2024 -
CIM
Canadian Securities Institute (CSI)Sep, 2017- Oct, 2024 -
Fellow of CSI (FCSI®)
Canadian Securities InstituteOct, 2021- Oct, 2024 -
Chartered Investment Manager (CIM®)
Canadian Securities InstituteSep, 2017- Oct, 2024
Experience
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Investors Group Securities Inc.
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Canada
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Investment Banking
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1 - 100 Employee
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Portfolio Strategist
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Jan 2018 - Present
Part of a team of 8 Portfolio Strategists responsible for:• Supporting a national network of Wealth Management Specialists by providing high net worth client portfolio analysis & recommendation services• Developing internal processes, policies & tools aimed at supporting & enhancing the investment advice provided by Wealth Management Specialists & IIROC licensed Consultants• Participating on investment committees aimed at establishing consistent recommendation practices related to publicly traded securities, with a focus on Canadian & US equities
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Wealth Planning Specialist
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Aug 2011 - Dec 2017
• Responsible for developing and maintaining strong professional relationships with Consultants, assisting them in various facets of their practice including product knowledge, training, practice management tools, pricing models, security analysis, and client presentations.• Analyzed competitor portfolios and created portfolios for high net worth prospects & clients.• Implemented properly diversified portfolios that met the client’s financial plan objectives• Provided training sessions at Head Office and other training schools sponsored by the Investors Group Institute;• Conducted Region Office training or communication sessions as warranted or in conjunction with Head Office seminars and other offerings.• Member, Canadian Investor Protection Fund• Brokerage offered through Investors Group Securities Inc. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently and past performance may not be repeated
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Associate Financial Advisor
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Jun 2006 - Jul 2011
• Responsible for all securities research and analysis, portfolio allocation and trading for the clients at MNK Financial• Monitored all portfolios and recommended portfolio changes on a timely manner• Maintained a security buy/sell list and monitor third party research• Presented portfolio recommendations and reviews to high net worth clients • Responsible for all securities research and analysis, portfolio allocation and trading for the clients at MNK Financial• Monitored all portfolios and recommended portfolio changes on a timely manner• Maintained a security buy/sell list and monitor third party research• Presented portfolio recommendations and reviews to high net worth clients
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Risk Analyst
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Apr 2005 - Apr 2006
•• Evaluated, both qualitatively and quantitatively, current and prospective hedge fund managers and made recommendations based on my analysis• Performance tracking and statistical evaluation of our portfolio of hedge funds with emphasis on portfolio correlations, sector breakdowns, exposure analysis and comparison to indices & peers• Actively communicated with managers via conference calls and office visit• Area of focus was Long/Short US and European Managers, Short-Term Traders and Futures/Currency Traders• Equity analysis, idea generation and maintenance of our in-house equity portfolio• Prepared monthly and quarterly performance updates, and presented to our managing partner• Monitored world equity markets for developing trends
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Metherell Financial
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United Kingdom
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Insurance
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Investment Analyst
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Oct 1999 - Apr 2005
• Responsible for the analysis of investments and portfolio allocation for the clients of Metherell Financial• Perform a detailed examination of client portfolios to determine the optimum asset allocation while being sensitive to each client’s comfort level of volatility• Continuously monitor, research and analyze mutual fund managers, performance of the funds and the maintenance of our recommended list• Manage 400+ mutual fund client portfolios and fixed income investments, with approximately $50 million of assets under administration
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Mutual Fund Analyst
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Oct 1996 - Oct 1999
• Part of the Branch Management Team overseeing 50+ mutual fund agents• Responsible for the research and analysis of mutual funds and the creation of model portfolios for use by our agents• Over the three years at Simpson-McKay, assets grew from $15 million to over $120 million• Train existing and new agents on how to create a proper investment portfolios using best in class funds • Part of the Branch Management Team overseeing 50+ mutual fund agents• Responsible for the research and analysis of mutual funds and the creation of model portfolios for use by our agents• Over the three years at Simpson-McKay, assets grew from $15 million to over $120 million• Train existing and new agents on how to create a proper investment portfolios using best in class funds
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Education
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1988 - 1993
University of Toronto at Mississauga - Erindale College
Bachelor of Commerce (B.Com.), Accounting and Finance -
1984 - 1988
Applewood Heights Secondary School
OSSHGD
Community
