BluMont Capital
Industry: Company
DescriptionFounded: 2000 Parent organization: Integrated Asset Management
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BluMont Capital Employees
Employee
Years
Job
Industry
Paul Jehn, CFA, CFP Paul Jehn, CFA, CFP's BluMont Capital Experience 2004 - 2006
Job Director & Senior Investment Counsellor at BMO Private Investment Counsel Inc.
Industry Investment Management
Experience
BMO Private Banking January 2008 - Present
CIBC June 2006 - January 2008
BluMont Capital 2004 - 2006
AGF Management Limited 2000 - 2004
ScotiaMcLeod 1995 - 2000
Skills
Portfolio Management, Strategic Financial..., Wealth, Investment Management, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Hedge Funds, Bonds, Investments, Equities, Wealth Management..., Asset Allocation, High Net Worth..., Investment Strategies, Retirement Planning, Securities, Asset Management, Private Banking, Estate Planning, Financial Advisory, Credit, Fixed Income, Retirement, Separately Managed..., ETFs, Pensions, Private Equity, Derivatives, Financial Planners, Trust Services, Capital Markets, Relationship Management, Personal Financial..., Loans, Financial Planning, Financial Structuring, Banking
Education
Financial Planning Standards Council 2009 — 2009
CFP, Financial Planning
CFA Institute 1998 — 2003
CFA
University of Alberta 1990 — 1994
B.A., Sociology
BMO Private Banking January 2008 - Present
CIBC June 2006 - January 2008
BluMont Capital 2004 - 2006
AGF Management Limited 2000 - 2004
ScotiaMcLeod 1995 - 2000
Skills
Portfolio Management, Strategic Financial..., Wealth, Investment Management, Financial Services, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Hedge Funds, Bonds, Investments, Equities, Wealth Management..., Asset Allocation, High Net Worth..., Investment Strategies, Retirement Planning, Securities, Asset Management, Private Banking, Estate Planning, Financial Advisory, Credit, Fixed Income, Retirement, Separately Managed..., ETFs, Pensions, Private Equity, Derivatives, Financial Planners, Trust Services, Capital Markets, Relationship Management, Personal Financial..., Loans, Financial Planning, Financial Structuring, Banking
Education
Financial Planning Standards Council 2009 — 2009
CFP, Financial Planning
CFA Institute 1998 — 2003
CFA
University of Alberta 1990 — 1994
B.A., Sociology
Julia Carr Julia Carr's BluMont Capital Experience May 2010 - August 2011
Job
Industry Marketing and Advertising
Experience
RSA Canada November 2013 - Present
RSA Canada November 2011 - November 2013
BluMont Capital May 2010 - August 2011
BluMont Capital January 2009 - May 2010
BluMont Capital July 2004 - January 2009
The Loyalty Group 2002 - 2004
Equant 2001 - 2002
Skills
Marketing Strategy, Direct Marketing, Product Marketing, Lead Generation, Digital Marketing, Media Relations, Strategy, Brand Management, Marketing Communications, Integrated Marketing, Marketing Research, Marketing Management, Marketing, Market Planning, B2B, Entrepreneurship, Leadership, Management
Education
University of Guelph 1994 — 1998
Bachelor of Applied Science
RSA Canada November 2013 - Present
RSA Canada November 2011 - November 2013
BluMont Capital May 2010 - August 2011
BluMont Capital January 2009 - May 2010
BluMont Capital July 2004 - January 2009
The Loyalty Group 2002 - 2004
Equant 2001 - 2002
Skills
Marketing Strategy, Direct Marketing, Product Marketing, Lead Generation, Digital Marketing, Media Relations, Strategy, Brand Management, Marketing Communications, Integrated Marketing, Marketing Research, Marketing Management, Marketing, Market Planning, B2B, Entrepreneurship, Leadership, Management
Education
University of Guelph 1994 — 1998
Bachelor of Applied Science
Ruthann Bartello, CFA Ruthann Bartello, CFA's BluMont Capital Experience 2006 - 2010
Job Senior Marketing and Communications Manager
Industry Financial Services
Experience
OceanRock Investments Inc. September 2011 - Present
BluMont Capital 2006 - 2010
Abria Alternative Investments Inc. October 2003 - October 2006
Edward Jones 1995 - 1997
Skills
Asset Managment, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Marketing Strategy, Strategic Planning, Equities, Marketing, Marketing Communications, Asset Management, Wealth Management, Mutual Funds, Investor Relations, Investment Strategies, Investment Management
Education
Bishop's University 1994 — 1998
BBA, Finance, Human Resources
OceanRock Investments Inc. September 2011 - Present
BluMont Capital 2006 - 2010
Abria Alternative Investments Inc. October 2003 - October 2006
Edward Jones 1995 - 1997
Skills
Asset Managment, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Marketing Strategy, Strategic Planning, Equities, Marketing, Marketing Communications, Asset Management, Wealth Management, Mutual Funds, Investor Relations, Investment Strategies, Investment Management
Education
Bishop's University 1994 — 1998
BBA, Finance, Human Resources
Harry Cheung Harry Cheung's BluMont Capital Experience March 2006 - August 2007
Job VP, Business Development at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds June 2010 - Present
Dynamic Funds August 2007 - May 2010
BluMont Capital March 2006 - August 2007
Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Asset Management, Sales, Investment Advisory, Asset Managment, Securities, Investment Strategies, Alternative Investments, Equities, Capital Markets, Financial Advisory
Education
McMaster University 2000 — 2004
Bachelor of Commerce, Business
Dynamic Funds June 2010 - Present
Dynamic Funds August 2007 - May 2010
BluMont Capital March 2006 - August 2007
Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Asset Management, Sales, Investment Advisory, Asset Managment, Securities, Investment Strategies, Alternative Investments, Equities, Capital Markets, Financial Advisory
Education
McMaster University 2000 — 2004
Bachelor of Commerce, Business
Jeff Haydar Jeff Haydar's BluMont Capital Experience 2007 - 2009
Job Regional Vice President Sales at Manulife Investments
Industry Insurance
Experience
Manulife Investments July 2014 - Present
Manulife Financial September 2009 - Present
Manulife Financial 2009 - 2015
Manulife Financial 2009 - 2015
BluMont Capital 2007 - 2009
National Bank Financial 2006 - 2007
Liberty Mutual Insurance 2002 - 2004
Skills
Mutual Funds, Wealth Management, Investment Strategies, Investments, Retirement Planning, Securities, Strategic Financial..., Equities, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, ETFs, Financial Advisory, Retirement, Financial Planners, Estate Planning, Investment Management, Alternative Investments, Fixed Annuities, Bonds, Wealth Management..., Wealth
Education
Northeastern University - Graduate School of Business Administration
MBA, Finance/Investments
University of New Hampshire
Manulife Investments July 2014 - Present
Manulife Financial September 2009 - Present
Manulife Financial 2009 - 2015
Manulife Financial 2009 - 2015
BluMont Capital 2007 - 2009
National Bank Financial 2006 - 2007
Liberty Mutual Insurance 2002 - 2004
Skills
Mutual Funds, Wealth Management, Investment Strategies, Investments, Retirement Planning, Securities, Strategic Financial..., Equities, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, ETFs, Financial Advisory, Retirement, Financial Planners, Estate Planning, Investment Management, Alternative Investments, Fixed Annuities, Bonds, Wealth Management..., Wealth
Education
Northeastern University - Graduate School of Business Administration
MBA, Finance/Investments
University of New Hampshire
Alex Mather Alex Mather's BluMont Capital Experience May 2007 - July 2007
Job Communications Consultant
Industry Marketing and Advertising
Experience
Blue State Digital March 2013 - Present
FTWConsulting January 2009 - December 2012
CIBC World Markets February 2012 - October 2012
Polis Media Think Tank, London School of Economics October 2010 - August 2011
Aver Media LP May 2009 - September 2010
Temple Street Productions May 2008 - September 2008
BluMont Capital May 2007 - July 2007
Skills
Financial Analysis, Media Strategy, Social Media Marketing, Publishing, New Media Strategy, Web Application..., Media Production, Online Publishing, Editing, Public Speaking, Bloomberg, Investment Banking, Digital Communication, Copywriting, Film Production, Film Finance, Digital Marketing, Digital Media, Digital Strategy, Advertising, Web Application Design, Social Media, Strategy, Writing, Management, New Media, Marketing Strategy, Marketing
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (M.Sc.), Media and Communications
The University of Western Ontario 2006 — 2010
BA (Hons.), Political Science
Royal St. George's College
Blue State Digital March 2013 - Present
FTWConsulting January 2009 - December 2012
CIBC World Markets February 2012 - October 2012
Polis Media Think Tank, London School of Economics October 2010 - August 2011
Aver Media LP May 2009 - September 2010
Temple Street Productions May 2008 - September 2008
BluMont Capital May 2007 - July 2007
Skills
Financial Analysis, Media Strategy, Social Media Marketing, Publishing, New Media Strategy, Web Application..., Media Production, Online Publishing, Editing, Public Speaking, Bloomberg, Investment Banking, Digital Communication, Copywriting, Film Production, Film Finance, Digital Marketing, Digital Media, Digital Strategy, Advertising, Web Application Design, Social Media, Strategy, Writing, Management, New Media, Marketing Strategy, Marketing
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (M.Sc.), Media and Communications
The University of Western Ontario 2006 — 2010
BA (Hons.), Political Science
Royal St. George's College
Conor Bill Conor Bill's BluMont Capital Experience 2006 - 2008
Job President & CEO at Artemis Investment Management
Industry Financial Services
Experience
Mt. Auburn Capital Corp. President & CEOArtemis Investment ManagementDecember 2010 - Present
Augen Capital Corp. 2010 - Present
BluMont Capital 2006 - 2008
Lawrence Asset Management Inc. 2001 - 2003
BayStreetDirect.com 2000 - 2002
Scotia Capital June 1993 - January 1999
Skills
Alternative Investments, Hedge Funds, Asset Management, Investments, Investment Advisory, Investment Banking, Structuring, Mergers, IPO, Wealth, Wealth Management, Asset, Securities, Financial Advisory, Due Diligence, Corporate Finance, Portfolio Management, Bonds, Financial Markets, Financial Planning, Mutual Funds, Fixed Income, Financial Institutions, Structured Products, Investment Products, Business Strategy, Strategic Planning, Business Planning, Equity Research, Economics, Stocks, Private Equity, Venture Capital, Strategic Business, New Business Development, Investors, Capital, Equities, Funding, Diversification, Investment Strategies, Valuation, Capital Markets, Alternative Assets, Private Placements, Financial Modeling, Asset Allocation, Fund Of Funds, Private Wealth..., Managed Accounts
Education
Ivey Business School at Western University 1991 — 1993
MBA, Finance
Queen's University 1986 — 1989
B.A., Economics
Mt. Auburn Capital Corp. President & CEOArtemis Investment ManagementDecember 2010 - Present
Augen Capital Corp. 2010 - Present
BluMont Capital 2006 - 2008
Lawrence Asset Management Inc. 2001 - 2003
BayStreetDirect.com 2000 - 2002
Scotia Capital June 1993 - January 1999
Skills
Alternative Investments, Hedge Funds, Asset Management, Investments, Investment Advisory, Investment Banking, Structuring, Mergers, IPO, Wealth, Wealth Management, Asset, Securities, Financial Advisory, Due Diligence, Corporate Finance, Portfolio Management, Bonds, Financial Markets, Financial Planning, Mutual Funds, Fixed Income, Financial Institutions, Structured Products, Investment Products, Business Strategy, Strategic Planning, Business Planning, Equity Research, Economics, Stocks, Private Equity, Venture Capital, Strategic Business, New Business Development, Investors, Capital, Equities, Funding, Diversification, Investment Strategies, Valuation, Capital Markets, Alternative Assets, Private Placements, Financial Modeling, Asset Allocation, Fund Of Funds, Private Wealth..., Managed Accounts
Education
Ivey Business School at Western University 1991 — 1993
MBA, Finance
Queen's University 1986 — 1989
B.A., Economics
Shawn Boire, CFA Shawn Boire, CFA's BluMont Capital Experience August 2007 - November 2009
Job Principal at Boire Consulting
Industry Investment Management
Experience
Boire Consulting Mentoring Program June 2012 - Present
Boire Consulting July 2011 - Present
Independent November 2009 - 2011
BluMont Capital August 2007 - November 2009
Fidelity February 2000 - June 2007
Bank of Montreal January 1998 - August 1998
Skills
Equity Research, Financial Modeling, Valuation, Equities, Investments, Financial Analysis, Portfolio Management, Capital Markets, Investment Management, Investment Advisory, Investor Relations, Analysis, Business Analysis, Strategy, Equity Valuation, Mentoring, Financial Advisory, Wealth Management
Education
McGill University 1996 — 1999
Management
Marianopolis College 1994 — 1996
Cegep
loyola high school 1989 — 1994
Boire Consulting Mentoring Program June 2012 - Present
Boire Consulting July 2011 - Present
Independent November 2009 - 2011
BluMont Capital August 2007 - November 2009
Fidelity February 2000 - June 2007
Bank of Montreal January 1998 - August 1998
Skills
Equity Research, Financial Modeling, Valuation, Equities, Investments, Financial Analysis, Portfolio Management, Capital Markets, Investment Management, Investment Advisory, Investor Relations, Analysis, Business Analysis, Strategy, Equity Valuation, Mentoring, Financial Advisory, Wealth Management
Education
McGill University 1996 — 1999
Management
Marianopolis College 1994 — 1996
Cegep
loyola high school 1989 — 1994
Glen McBarron's BluMont Capital Experience April 2012 - November 2013
Job Inside Sales Representative at Sprott Asset Management
Industry Financial Services
Experience
Sprott Asset Management November 2013 - Present
BluMont Capital April 2012 - November 2013
Skills
Mutual Funds, Business Development, Wealth Management, Sales Logix, Investment Advisory, Portfolio Management, Hedge Funds, Sales, Sage CRM, Salesforce.com
Education
Brock University 2006 — 2011
Bachelor of Business Administration (B.B.A.)
Sprott Asset Management November 2013 - Present
BluMont Capital April 2012 - November 2013
Skills
Mutual Funds, Business Development, Wealth Management, Sales Logix, Investment Advisory, Portfolio Management, Hedge Funds, Sales, Sage CRM, Salesforce.com
Education
Brock University 2006 — 2011
Bachelor of Business Administration (B.B.A.)
David Foster CIM, FCSI David Foster CIM, FCSI's BluMont Capital Experience 2001 - 2005
Job Director, Financial Advisor at Belfry Wealth Management
Industry Investment Management
Experience
Belfry Wealth Management February 2015 - Present
IA Clarington Investments October 2012 - January 2015
Macquarie Private Wealth 2005 - 2012
BluMont Capital 2001 - 2005
AIM Trimark Investments 1999 - 2001
RBC Dominion Securities 1997 - 1999
Midland Walwyn Capital Inc. 1994 - 1997
Xerox Canada 1992 - 1994
Skills
Asset Managment, Investments, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Retirement Planning, Investment Strategies, Investment Management, People Development, Hedge Funds, Marketing Strategy, Product Marketing, Sales, Sales Management, Strategic Thinking, Multi Tasking, Fixed Income, Portfolio Optimization, Building Relationships
Education
Canadian Securities Institute
Certified Investment Manager
Carleton University
Bachelor of Arts
Belfry Wealth Management February 2015 - Present
IA Clarington Investments October 2012 - January 2015
Macquarie Private Wealth 2005 - 2012
BluMont Capital 2001 - 2005
AIM Trimark Investments 1999 - 2001
RBC Dominion Securities 1997 - 1999
Midland Walwyn Capital Inc. 1994 - 1997
Xerox Canada 1992 - 1994
Skills
Asset Managment, Investments, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Retirement Planning, Investment Strategies, Investment Management, People Development, Hedge Funds, Marketing Strategy, Product Marketing, Sales, Sales Management, Strategic Thinking, Multi Tasking, Fixed Income, Portfolio Optimization, Building Relationships
Education
Canadian Securities Institute
Certified Investment Manager
Carleton University
Bachelor of Arts
Alexander Ruus Alexander Ruus's BluMont Capital Experience January 2010 - December 2013
Job Portfolio Manager at Arrow Capital
Industry Investment Management
Experience
Arrow Capital January 2014 - Present
Blumont Capital January 2010 - December 2013
Northern Rivers Funds October 2005 - December 2009
Cumberland Private Wealth Management Inc. 2002 - 2005
Perigee Investment Counsel 1992 - 2001
Chevron Canada Resources 1986 - 1992
Skills
Portfolio Management, Wealth Management, Investments, Equities, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Fixed Income, Investment Advisory, Capital Markets, Equity Research, Strategic Financial..., Retirement Planning, Valuation
Education
Association of Investment Management & Research 1993 — 1996
Chartered Financial Analyst
Richard Ivey School of Business 1990 — 1992
Master of Business Administration (MBA), Finance and Marketing, Top quartile
University of Calgary 1982 — 1986
Bachelor of Applied Science (BASc), Engineering
Arrow Capital January 2014 - Present
Blumont Capital January 2010 - December 2013
Northern Rivers Funds October 2005 - December 2009
Cumberland Private Wealth Management Inc. 2002 - 2005
Perigee Investment Counsel 1992 - 2001
Chevron Canada Resources 1986 - 1992
Skills
Portfolio Management, Wealth Management, Investments, Equities, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Fixed Income, Investment Advisory, Capital Markets, Equity Research, Strategic Financial..., Retirement Planning, Valuation
Education
Association of Investment Management & Research 1993 — 1996
Chartered Financial Analyst
Richard Ivey School of Business 1990 — 1992
Master of Business Administration (MBA), Finance and Marketing, Top quartile
University of Calgary 1982 — 1986
Bachelor of Applied Science (BASc), Engineering
John Leong's BluMont Capital Experience 2004 - 2008
Job Vice President, Business Developement at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds June 2012 - August 2015
Matrix Asset Management 2010 - June 2012
Ark funds 2008 - 2010
BluMont Capital 2004 - 2008
Invesco Trimark 2000 - 2004
Skills
Mutual Funds, Alternative Investments, Asset Management, Equities, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities, Wealth Management, Financial Planning, Financial Services, Relationship Building, Sales
Education
Simon Fraser University
BBA, Finance
Dynamic Funds June 2012 - August 2015
Matrix Asset Management 2010 - June 2012
Ark funds 2008 - 2010
BluMont Capital 2004 - 2008
Invesco Trimark 2000 - 2004
Skills
Mutual Funds, Alternative Investments, Asset Management, Equities, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities, Wealth Management, Financial Planning, Financial Services, Relationship Building, Sales
Education
Simon Fraser University
BBA, Finance
Hugh Cleland, CFA's BluMont Capital Experience January 2010 - August 2013
Job CEO and CIO at Roadmap Capital Inc.
Industry Venture Capital & Private Equity
Experience
Roadmap Capital Inc. August 2013 - Present
BluMont Capital January 2010 - August 2013
Northern Rivers Capital Management May 2001 - January 2010
Education
Harvard University 1988 — 1992
Honours BA
Roadmap Capital Inc. August 2013 - Present
BluMont Capital January 2010 - August 2013
Northern Rivers Capital Management May 2001 - January 2010
Education
Harvard University 1988 — 1992
Honours BA
Andrew Hungerbuhler's BluMont Capital Experience 2003 - 2008
Job President at Alphalink Investment Partners Inc
Industry Financial Services
Experience
Alphalink Investment Partners Inc July 2015 - Present
Excel Funds Management Inc February 2015 - Present
Alphalink Investment Partners Inc January 2009 - January 2015
Excel 2015 - 2015
Excel 2015 - 2015
Scotia Capital 2010 - 2011
AIMA 2007 - 2011
BluMont Capital 2003 - 2008
CIBC Wood Gundy 1996 - 2003
Education
Castleton University 1985 — 1989
BS
Alphalink Investment Partners Inc July 2015 - Present
Excel Funds Management Inc February 2015 - Present
Alphalink Investment Partners Inc January 2009 - January 2015
Excel 2015 - 2015
Excel 2015 - 2015
Scotia Capital 2010 - 2011
AIMA 2007 - 2011
BluMont Capital 2003 - 2008
CIBC Wood Gundy 1996 - 2003
Education
Castleton University 1985 — 1989
BS
Andrew Hungerbuhler's BluMont Capital Experience October 2003 - November 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
BluMont Capital October 2003 - November 2008
Education
Castleton University 1985 — 1989
BS
BluMont Capital October 2003 - November 2008
Education
Castleton University 1985 — 1989
BS
Brad Cann's BluMont Capital Experience 2003 - 2006
Job Vice President, Central Canada at Connor Clark & Lunn Funds
Industry Financial Services
Experience
Connor Clark & Lunn Funds May 2014 - Present
Horizons Exchange Traded Funds February 2006 - April 2014
BluMont Capital 2003 - 2006
Skills
ETFs, Alternative Investments, Equities, Commodity, Mutual Funds, Asset Management, Wealth Management, Hedge Funds, Financial Services, Relationship Management, Options, Asset Allocation, Bonds, Client Services, Investment Strategies, Fixed Income
Education
St. Andrews Presbyterian College 1998 — 2002
BA, Business Admin
St Andrews Presbyterian College
Bachelor of Business Administration (B.B.A.), Finance, General
St Andrews Presbyterian College
Bachelor of Business Administration (B.B.A.), Finance, General
St Andrews Presbyterian College
Bachelor of Business Administration (B.B.A.)
St Andrews Presbyterian College
Bachelor of Business Administration (B.B.A.), Finance, General
Connor Clark & Lunn Funds May 2014 - Present
Horizons Exchange Traded Funds February 2006 - April 2014
BluMont Capital 2003 - 2006
Skills
ETFs, Alternative Investments, Equities, Commodity, Mutual Funds, Asset Management, Wealth Management, Hedge Funds, Financial Services, Relationship Management, Options, Asset Allocation, Bonds, Client Services, Investment Strategies, Fixed Income
Education
St. Andrews Presbyterian College 1998 — 2002
BA, Business Admin
St Andrews Presbyterian College
Bachelor of Business Administration (B.B.A.), Finance, General
St Andrews Presbyterian College
Bachelor of Business Administration (B.B.A.), Finance, General
St Andrews Presbyterian College
Bachelor of Business Administration (B.B.A.)
St Andrews Presbyterian College
Bachelor of Business Administration (B.B.A.), Finance, General
Cliff Cassidy's BluMont Capital Experience April 2008 - December 2013
Job Director of Sales, Arrow Capital
Industry Financial Services
Experience
BluMont Capital April 2008 - December 2013
CIBC Asset Management January 2005 - January 2008
Invesco Trimark November 2000 - December 2004
Spectrum United Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Mutual Funds, Wealth Management, Investments, Asset Managment, Portfolio Management, Equities, Strategic Financial..., Hedge Funds, Fixed Income, Asset Management, Sales, Alternative Investments, Investment Strategies, Asset Allocation, Retirement Planning, Investment Management, Securities, ETFs, Financial Advisory, Wealth, Bonds, Financial Markets
Education
Concordia University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Vanier College 1987 — 1990
Social Studies
West Hill High School 1982 — 1987
High School
BluMont Capital April 2008 - December 2013
CIBC Asset Management January 2005 - January 2008
Invesco Trimark November 2000 - December 2004
Spectrum United Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Mutual Funds, Wealth Management, Investments, Asset Managment, Portfolio Management, Equities, Strategic Financial..., Hedge Funds, Fixed Income, Asset Management, Sales, Alternative Investments, Investment Strategies, Asset Allocation, Retirement Planning, Investment Management, Securities, ETFs, Financial Advisory, Wealth, Bonds, Financial Markets
Education
Concordia University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Vanier College 1987 — 1990
Social Studies
West Hill High School 1982 — 1987
High School
Dan Elder's BluMont Capital Experience 2001 - 2007
Job What is this "World Wide Web" thing?
Industry Investment Management
Experience
Sprott Asset Management May 2007 - Present
Sprott Asset Management May 2007 - Present
BluMont Capital 2001 - 2007
Skills
Asset Management, Hedge Funds, Equities, Mutual Funds, Alternative Investments, Portfolio Management, Bloomberg, Wealth Management, Fixed Income, Investment Strategies, Investments, Capital Markets, Securities, Financial Services, Financial Modeling, Valuation, Management, Investment Management, Asset Allocation
Education
St. Andrew's College 1985 — 1988
Sprott Asset Management May 2007 - Present
Sprott Asset Management May 2007 - Present
BluMont Capital 2001 - 2007
Skills
Asset Management, Hedge Funds, Equities, Mutual Funds, Alternative Investments, Portfolio Management, Bloomberg, Wealth Management, Fixed Income, Investment Strategies, Investments, Capital Markets, Securities, Financial Services, Financial Modeling, Valuation, Management, Investment Management, Asset Allocation
Education
St. Andrew's College 1985 — 1988
Angela Zhao's BluMont Capital Experience May 2013 - July 2013
Job Associate Investment Analyst at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments June 2015 - Present
Limestone Capital April 2012 - December 2014
CIBC World Markets May 2014 - August 2014
BluMont Capital May 2013 - July 2013
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Leadership, Social Media, Portfolio Management
Education
Queen's University 2011 — 2015
Bachelor of Commerce, Commerce
Tsinghua University 2013 — 2013
Pierre Elliott Trudeau High School 2007 — 2011
Mackenzie Investments June 2015 - Present
Limestone Capital April 2012 - December 2014
CIBC World Markets May 2014 - August 2014
BluMont Capital May 2013 - July 2013
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Leadership, Social Media, Portfolio Management
Education
Queen's University 2011 — 2015
Bachelor of Commerce, Commerce
Tsinghua University 2013 — 2013
Pierre Elliott Trudeau High School 2007 — 2011
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY