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Terry Bodnar profile image

Terry Bodnar

President & CEO at FI Capital Ltd.
Intro Book
Terry Bodnar is a seasoned financial expert with 9 years of experience as President & CEO at FI Capital Ltd., leveraging skills in Strategic Planning, Investments, and Leadership, with a strong educational background in Business Administration from Western University.
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Location
Kitchener, Ontario, Canada, CA
Skills
  • Strategic Planning
  • Mutual Funds
  • Investments
  • Retirement Planning
  • Portfolio Management
  • Show all
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Bio

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Terry Bodnar, a seasoned financial expert, has spent over two decades shaping the investment landscape. As President & CEO of FI Capital Ltd. (2007-2016) and THA Bodnar & Co. Investment Management Ltd. (1999-2006), he has successfully managed portfolios for various clients, including not-for-profit and member-owned organizations. His leadership and expertise have been recognized through his roles at AlphaQuest Capital Management Ltd. (1997-1999) and Aetna Capital Management Ltd. (1995-1997), where he managed over $1.2 billion in fixed income investments. Bodnar holds a distinguished academic background, earning an Hon. BA in Business Administration and Management from Western University (1974-1978). He is a certified professional with a Chartered Financial Analyst (CFA) designation, Chartered Insurance Professional (CIP) certification, and a Certified Financial Planner (CFP) credential. Throughout his career, Bodnar has demonstrated exceptional leadership, strategic planning, and financial expertise, making him a respected voice in the industry.

Credentials

  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 1992
    - May, 2026
  • Chartered Insurance Professional (CIP)
    Insurance Institute of Canada
    Jun, 1988
    - May, 2026
  • CPA
    Chartered Professional Accountants of Canada (CPA Canada)
    Feb, 1981
    - May, 2026
  • Certified Financial Planner (CFP)
    Financial Planning Standards Council (FPSC)
    Jul, 1999
    - May, 2026

Experience

  • FI Capital Ltd.
    • Kitchener, Canada Area
    • President & CEO
      • Jan 2007 - Jan 2016
      • Kitchener, Canada Area

      Retired as President & CEO in January 2016.

  • THA Bodnar & Co. Investment Management Ltd.
    • Kitchener, Canada Area
    • President & CEO
      • Jan 1999 - Dec 2006
      • Kitchener, Canada Area

      Specialized in the investment management of "not-for-profit" and "member-owned" organizations across Canada.

  • AlphaQuest Capital Management Ltd.
    • Toronto, Canada Area
    • Senior VP, Fixed Income Investments
      • Jun 1997 - Jan 1999
      • Toronto, Canada Area

      Managed approximately $1.2 billion fixed income portfolio's for all AlphaQuest clients,

  • Aetna Capital Management Ltd.
    • Senior VP, Fixed Income Investments
      • Jun 1995 - Jun 1997

      Managed approximately $1.2 billion fixed income investments for all Aetna Capital clients, including Aetna Canada and Aetna Life. (Firm was bought by senior management team and renamed AlphaQuest Capital Management Ltd. in June 1997.)

Education

  • 1974 - 1978
    Western University
    Hon. BA, Business Administration and Management, General

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