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Montana Mortimer, Cim profile image

Montana Mortimer, Cim

Investor Relations at Langdon Equity Partners
Intro Book
Montana Mortimer is a seasoned Investor Relations professional with 1.5 years of experience at Langdon Equity Partners, and 6 years of experience at EdgePoint Wealth Management, holding a Bachelor of Arts with Honours in Economics from Queen's University.
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Location
Toronto, Ontario, Canada, CA
Languages
  • English Native or bilingual proficiency
  • French Professional working proficiency
  • Spanish Limited working proficiency
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Bio

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Credentials

  • Chartered Investment Manager (CIM®)
    Canadian Securities Institute
    Feb, 2021
    - Apr, 2026
  • Certificate in Advanced Investment Advice
    Canadian Securities Institute
    Nov, 2020
    - Apr, 2026
  • Canadian Investment Funds Operations Course (CIFOC)
    IFSE Institute
    Oct, 2016
    - Apr, 2026
  • Canadian Securities Course (CSC®)
    Canadian Securities Institute
    May, 2016
    - Apr, 2026
  • CPR Level C + AED
    St. John's Ambulance
    Jun, 2015
    - Apr, 2026
  • Smart Serve
    -
    Apr, 2011
    - Apr, 2026
  • CSIA Level I Snow Ski Instructor
    -
    Dec, 2008
    - Apr, 2026
  • Foundations Trained Water Ski Coach
    Water Ski Wakeboard Ontario
    Jun, 2015
    - Apr, 2026

Experience

  • Langdon Equity Partners
    • Toronto, Ontario, Canada
    • Investor Relations
      • Jan 2023 - Present
      • Toronto, Ontario, Canada

      Proud to represent Investor Relations at Langdon Equity Partners, a Toronto-based employee-owned investment firm specializing in small-cap equity portfolios. Our founder, Greg Dean, brings 15+ years of investment management expertise, while our partner, Pinnacle Investment Management, collaborates with boutique firms globally.We curate high-conviction small-cap equity portfolios, investing in less than 1% of our universe—30 of our top ideas held for 3-5+ years. Our rigorous due diligence ensures a deep understanding of these companies.Connect with me on LinkedIn or email at [email protected] to learn more about Langdon Equity Partners. Explore our work at www.langdonpartners.com.

  • EdgePoint Wealth Management
    • 150 Bloor Street West
    • Partner
      • Oct 2016 - Dec 2022
      • 150 Bloor Street West

      Client Service - part of the frontline team for service issues from both internal and external partners. Lead for on-boarding one of our Offering Memorandum products.Reporting & Analysis - team member and lead on several internal reporting roles which function as data for the sales team and are supportive for leadership key metricsYouth Financial Literacy Events (Project Management) - Project creator and lead for EDGE-ucation Camp, running from 2017-2022.

Education

  • 2010 - 2014
    Queen's University
    Bachelor of Arts with Honours, Economics
  • 2013 - 2013
    Macquarie University
    Academic Exchange, Economics

Suggested Services

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Industry Focus. “Investment Management”

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