Toronto CFA Society
Description
Address: 120 Adelaide St W #2205, Toronto, ON M5H 1T1, Canada Hours: Closed ⋅ Opens 8:30AM Thursday8:30AM–5PMFriday8:30AM–4PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Ontario Phone: +1 416-366-5755Website: : : : : Category: Place name: : : Website: http://www.cfatoronto.ca/ Category: Association or organization Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
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Toronto CFA Society Employees
Employee
Years
Job
Industry
Deborah Frame, CFA Deborah Frame, CFA's Toronto CFA Society Experience 2011 - Present
Job Vice President and Portfolio Manager at Dundee Global Investment Management
Industry Investment Management
Experience
Dundee Global Investment Management May 2015 - Present
Toronto CFA Society 2011 - Present
Women in ETFs 2014 - Present
COUGAR GLOBAL INVESTMENTS LP. Toronto September 2009 - March 2015
EMPIRE LIFE INVESTMENT February 2003 - September 2009
MORRISON WILLIAMS INVESTMENT January 2001 - January 2003
Canagex(Les Mouvement Desjardins) October 1996 - June 2000
Manulife Financial 1987 - 1996
Fiscal Consultants 1985 - 1987
Ontario Hydro 1980 - 1984
Skills
Asset Allocation, Portfolio Management, Investments, Tactical Asset..., Global Macro, Institutional Marketing, Trading, Financial Advisory, Mutual Funds, Supervisory Experience, Wealth Management, Hedge Funds, Finance, Securities, Capital Markets, Equities, Alternative Investments, Fixed Income, Asset Management
Education
York University - Schulich School of Business 1978 — 1979
Masters, Business Administration; Finance
University of Guelph 1974 — 1978
Honours Bachelor of Arts Degree, Economics and Business Administration
Dundee Global Investment Management May 2015 - Present
Toronto CFA Society 2011 - Present
Women in ETFs 2014 - Present
COUGAR GLOBAL INVESTMENTS LP. Toronto September 2009 - March 2015
EMPIRE LIFE INVESTMENT February 2003 - September 2009
MORRISON WILLIAMS INVESTMENT January 2001 - January 2003
Canagex(Les Mouvement Desjardins) October 1996 - June 2000
Manulife Financial 1987 - 1996
Fiscal Consultants 1985 - 1987
Ontario Hydro 1980 - 1984
Skills
Asset Allocation, Portfolio Management, Investments, Tactical Asset..., Global Macro, Institutional Marketing, Trading, Financial Advisory, Mutual Funds, Supervisory Experience, Wealth Management, Hedge Funds, Finance, Securities, Capital Markets, Equities, Alternative Investments, Fixed Income, Asset Management
Education
York University - Schulich School of Business 1978 — 1979
Masters, Business Administration; Finance
University of Guelph 1974 — 1978
Honours Bachelor of Arts Degree, Economics and Business Administration
Dale Powell, MBA, CFA, FCSI Dale Powell, MBA, CFA, FCSI's Toronto CFA Society Experience September 2010 - August 2013
Job Director and Investment Counselor at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank September 2012 - Present
Toronto CFA Society September 2010 - August 2013
Morningstar Associates Inc. January 2007 - September 2012
AEGON Fund Management Inc. 2005 - 2007
ONE Financial March 2004 - January 2005
Saxon Mutual Funds May 2001 - March 2004
ING Investment Management August 1996 - May 2001
RBC Action Direct 1993 - 1996
RBC Dominion Securities 1986 - 1991
Skills
Asset Allocation, Asset Management, Pensions, investment research, Portfolio Management, Strategic Planning, Team Building, Leadership, Investments, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Investment Advisory, Equities, Investment Management, High Net Worth..., Private Equity, Hedge Funds, Morningstar Direct, Photography, Fixed Income, Derivatives, Options, Financial Services, Asset Managment, Relationship Management, Bloomberg, Governance, Board of Directors, Structured Products, Securities, Capital Markets, Retirement, Equity Research, Bonds, Financial Markets, Wealth Management..., ETFs, Equity Trading, Equity Valuation, Equity Derivatives, Institutional..., Currency, Trading, Valuation, Finance, Financial Analysis, Risk Management
Education
Heriot-Watt University 2000 — 2002
MBA
Simon Fraser University 1980 — 1985
Economcs
Citi Private Bank September 2012 - Present
Toronto CFA Society September 2010 - August 2013
Morningstar Associates Inc. January 2007 - September 2012
AEGON Fund Management Inc. 2005 - 2007
ONE Financial March 2004 - January 2005
Saxon Mutual Funds May 2001 - March 2004
ING Investment Management August 1996 - May 2001
RBC Action Direct 1993 - 1996
RBC Dominion Securities 1986 - 1991
Skills
Asset Allocation, Asset Management, Pensions, investment research, Portfolio Management, Strategic Planning, Team Building, Leadership, Investments, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Investment Advisory, Equities, Investment Management, High Net Worth..., Private Equity, Hedge Funds, Morningstar Direct, Photography, Fixed Income, Derivatives, Options, Financial Services, Asset Managment, Relationship Management, Bloomberg, Governance, Board of Directors, Structured Products, Securities, Capital Markets, Retirement, Equity Research, Bonds, Financial Markets, Wealth Management..., ETFs, Equity Trading, Equity Valuation, Equity Derivatives, Institutional..., Currency, Trading, Valuation, Finance, Financial Analysis, Risk Management
Education
Heriot-Watt University 2000 — 2002
MBA
Simon Fraser University 1980 — 1985
Economcs
Frank Yim Frank Yim's Toronto CFA Society Experience 2004 - 2009
Job Entrepreneur
Industry Research
Experience
INC Research July 2011 - December 2012
Kendle Early Stage - Toronto February 2009 - July 2011
Katz Group Canada Ltd. / Rexall Pharma Plus 2000 - 2011
Invesco Trimark June 2000 - January 2009
Toronto CFA Society 2004 - 2009
Skills
Clinical Research, Pharmacists, Doctor of Pharmacy, Real Estate Investor, Research Pharmacist, Consultant Pharmacist, Pharmacy Manager, Financial Analysis, Financial Modeling, Pharmacy Automation, Pharmacy, CRO, Clinical Pharmacology, Regulatory Requirements, Healthcare, Diabetes
Education
University of Florida 2009 — 2012
PharmD, Doctor of Pharmacy
CFA Institue
CFA, Financial Analysis
University of Toronto 1984 — 1987
B.Sc.Phm., Pharmacy
The University of Western Ontario 1980 — 1984
Honours B.Sc., Physiology and Pharmacology
George Brown College
INC Research July 2011 - December 2012
Kendle Early Stage - Toronto February 2009 - July 2011
Katz Group Canada Ltd. / Rexall Pharma Plus 2000 - 2011
Invesco Trimark June 2000 - January 2009
Toronto CFA Society 2004 - 2009
Skills
Clinical Research, Pharmacists, Doctor of Pharmacy, Real Estate Investor, Research Pharmacist, Consultant Pharmacist, Pharmacy Manager, Financial Analysis, Financial Modeling, Pharmacy Automation, Pharmacy, CRO, Clinical Pharmacology, Regulatory Requirements, Healthcare, Diabetes
Education
University of Florida 2009 — 2012
PharmD, Doctor of Pharmacy
CFA Institue
CFA, Financial Analysis
University of Toronto 1984 — 1987
B.Sc.Phm., Pharmacy
The University of Western Ontario 1980 — 1984
Honours B.Sc., Physiology and Pharmacology
George Brown College
Christina Cavanagh's Toronto CFA Society Experience September 2004 - June 2008
Job Management Consultant @ work strategy, marketing, communications
Industry Management Consulting
Experience
Equifax Canada June 2011 - Present
36Sambir March 2009 - Present
Mooredale Concerts November 2007 - Present
Rotman School of Management October 2004 - January 2010
Toronto CFA Society September 2004 - June 2008
Richard Ivey School of Business 1999 - 2004
PwC Consulting April 1998 - September 1999
CIBC September 1993 - December 1997
Skills
Product Management, Public Speaking, Strategy, Strategic Planning, Management, Business Strategy, Strategic Communications, Research, Marketing, Project Management, Project Planning, Training, Marketing Communications, Product Development
Education
Ivey Business School at Western University 1993 — 1995
MBA, Business
Equifax Canada June 2011 - Present
36Sambir March 2009 - Present
Mooredale Concerts November 2007 - Present
Rotman School of Management October 2004 - January 2010
Toronto CFA Society September 2004 - June 2008
Richard Ivey School of Business 1999 - 2004
PwC Consulting April 1998 - September 1999
CIBC September 1993 - December 1997
Skills
Product Management, Public Speaking, Strategy, Strategic Planning, Management, Business Strategy, Strategic Communications, Research, Marketing, Project Management, Project Planning, Training, Marketing Communications, Product Development
Education
Ivey Business School at Western University 1993 — 1995
MBA, Business
Sara Maginn Pacella's Toronto CFA Society Experience July 2006 - July 2008
Job Writer and Public Relations Specialist
Industry Public Relations and Communications
Experience
SMP Communication August 2015 - Present
CFA Society Toronto January 2014 - July 2015
CFA Society Toronto July 2008 - January 2014
Toronto CFA Society July 2006 - July 2008
Toronto CFA Society September 2005 - July 2006
Canadian Alliance of Physiotherapy Regulators February 2002 - September 2005
Skills
Marketing Communications, Press Releases, Public Relations, Media Relations, Marketing, Crisis Communications, Investments, Writing, Research, Speech Writing, Social Media Marketing
Education
Ryerson University 2008 — 2014
Post Grad Certificate, Public Relations, 3.8 GPA
York University 1998 — 2001
BA, English
JGA
MCI
SMP Communication August 2015 - Present
CFA Society Toronto January 2014 - July 2015
CFA Society Toronto July 2008 - January 2014
Toronto CFA Society July 2006 - July 2008
Toronto CFA Society September 2005 - July 2006
Canadian Alliance of Physiotherapy Regulators February 2002 - September 2005
Skills
Marketing Communications, Press Releases, Public Relations, Media Relations, Marketing, Crisis Communications, Investments, Writing, Research, Speech Writing, Social Media Marketing
Education
Ryerson University 2008 — 2014
Post Grad Certificate, Public Relations, 3.8 GPA
York University 1998 — 2001
BA, English
JGA
MCI
Shenaz Gilani Shenaz Gilani's Toronto CFA Society Experience 2006 - 2009
Job Director, Sponsor & Partner Relations at CFA Society Toronto
Industry Nonprofit Organization Management
Experience
CFA Society Toronto Director, Programs & SponsorshipCFA Society Toronto2009 - Present
Toronto CFA Society 2006 - 2009
Toronto CFA Society June 2001 - 2006
Russell Investments Canada October 2000 - May 2001
Skills
Sponsorship, Research, Portfolio Management, Strategic Planning, Proposal Writing, Event Management, Program Management, Management, Volunteer Management, Marketing Communications
Education
Toronto School of Business 2000 — 2001
Diploma, Web Design (Honors)
York University
BA (In Progress), Business Administration and Management, General
CFA Society Toronto Director, Programs & SponsorshipCFA Society Toronto2009 - Present
Toronto CFA Society 2006 - 2009
Toronto CFA Society June 2001 - 2006
Russell Investments Canada October 2000 - May 2001
Skills
Sponsorship, Research, Portfolio Management, Strategic Planning, Proposal Writing, Event Management, Program Management, Management, Volunteer Management, Marketing Communications
Education
Toronto School of Business 2000 — 2001
Diploma, Web Design (Honors)
York University
BA (In Progress), Business Administration and Management, General
Nancy Bertrand, LL.B., CFA Nancy Bertrand, LL.B., CFA's Toronto CFA Society Experience 2006 - August 2012
Job Director at Citi Private Bank
Industry Banking
Experience
Citigroup January 2011 - Present
Royal Ontario Museum 2008 - 2014
Toronto CFA Society 2006 - August 2012
Citigroup 2006 - 2011
Shearman & Sterling LLP October 1997 - January 2006
Skills
Capital Markets, Derivatives, Investments, Private Equity, Banking, Corporate Law, Corporate Governance, Securities, Mergers & Acquisitions, Business Strategy, Corporate Finance, Structured Finance, Corporate Development, Loans, Due Diligence, Financial Markets, Securities Regulation, Investment Strategies, Risk Management, Credit, Financial Modeling, Financial Services, Venture Capital, Real Estate, Hedge Funds, Structured Products, Investment Banking, M&A experience, Wealth Management, Emerging Markets, Equities, Finance, Financial Structuring, Mutual Funds, Strategy, Restructuring, Fixed Income, Asset Management, Project Finance, Portfolio Management, Investment Advisory, Financial Analysis, Valuation, Alternative Investments, Investment Management, Private Banking
Education
McGill University 1994 — 1997
LL.B., Law
Ivey Business School at Western University 1990 — 1994
HBA, Business
Agincourt Collegiate
Citigroup January 2011 - Present
Royal Ontario Museum 2008 - 2014
Toronto CFA Society 2006 - August 2012
Citigroup 2006 - 2011
Shearman & Sterling LLP October 1997 - January 2006
Skills
Capital Markets, Derivatives, Investments, Private Equity, Banking, Corporate Law, Corporate Governance, Securities, Mergers & Acquisitions, Business Strategy, Corporate Finance, Structured Finance, Corporate Development, Loans, Due Diligence, Financial Markets, Securities Regulation, Investment Strategies, Risk Management, Credit, Financial Modeling, Financial Services, Venture Capital, Real Estate, Hedge Funds, Structured Products, Investment Banking, M&A experience, Wealth Management, Emerging Markets, Equities, Finance, Financial Structuring, Mutual Funds, Strategy, Restructuring, Fixed Income, Asset Management, Project Finance, Portfolio Management, Investment Advisory, Financial Analysis, Valuation, Alternative Investments, Investment Management, Private Banking
Education
McGill University 1994 — 1997
LL.B., Law
Ivey Business School at Western University 1990 — 1994
HBA, Business
Agincourt Collegiate
Marianne Godwin, CFA Marianne Godwin, CFA's Toronto CFA Society Experience 1992 - 2010
Job Chief Executive Officer at MM Cafe Franchise Inc.
Industry Online Media
Experience
MM Cafe Franchise Inc. October 2011 - Present
D&D Securities Inc. June 2008 - October 2011
Toronto CFA Society 1992 - 2010
KEMG Inc. Publishing January 2006 - October 2009
Octagon Capital March 2007 - May 2008
Income Trust IR 2002 - March 2007
Hollinger Inc. 1996 - 2000
HSBC Securities 1994 - 1996
Levesque Beaubien 1991 - 1993
Axxent Inc. 1991 - 1992
Skills
Investments, Investment Banking, Capital Markets, Investor Relations, Start-ups, Mergers, Corporate Development, Marketing Strategy, Financial Modeling, Mergers & Acquisitions, Public Relations, Corporate Finance, Finance, Strategic Planning, Executive Management, Portfolio Management, Venture Capital, Entrepreneurship, Strategy, Equities, Private Equity, Due Diligence, Valuation, Securities, Marketing, Financial Analysis, Business Strategy, Mutual Funds, IPO, Asset Management
Education
The Institute of Chartered Financial Analysts 1985 — 1990
CFA, Finance
Ryerson University 1975 — 1976
University of Toronto - Rotman School of Management
University of Toronto - Rotman School of Management
MM Cafe Franchise Inc. October 2011 - Present
D&D Securities Inc. June 2008 - October 2011
Toronto CFA Society 1992 - 2010
KEMG Inc. Publishing January 2006 - October 2009
Octagon Capital March 2007 - May 2008
Income Trust IR 2002 - March 2007
Hollinger Inc. 1996 - 2000
HSBC Securities 1994 - 1996
Levesque Beaubien 1991 - 1993
Axxent Inc. 1991 - 1992
Skills
Investments, Investment Banking, Capital Markets, Investor Relations, Start-ups, Mergers, Corporate Development, Marketing Strategy, Financial Modeling, Mergers & Acquisitions, Public Relations, Corporate Finance, Finance, Strategic Planning, Executive Management, Portfolio Management, Venture Capital, Entrepreneurship, Strategy, Equities, Private Equity, Due Diligence, Valuation, Securities, Marketing, Financial Analysis, Business Strategy, Mutual Funds, IPO, Asset Management
Education
The Institute of Chartered Financial Analysts 1985 — 1990
CFA, Finance
Ryerson University 1975 — 1976
University of Toronto - Rotman School of Management
University of Toronto - Rotman School of Management
Ramin Shokat Pourtorab's Toronto CFA Society Experience April 2009 - April 2011
Job Web Application .NET Programmer at Girl Guides of Canada
Industry Information Technology and Services
Experience
Girl Guides of Canada 2011 - 2013
Toronto CFA Society April 2009 - April 2011
Toronto Christian Resource Centre (TCRC) October 2006 - August 2009
George Brown College August 2008 - November 2008
Association for Women's Rights in Development (AWID) June 2007 - May 2008
Asset Mapping Research Project - TCRC September 2003 - September 2007
Plitron Manufacturing Inc. 1999 - 2000
Skills
Business Analysis, Project Management, Analysis, Team Leadership, Project Planning, Management, Business Process, Visio, SharePoint, Software Documentation, SQL, Change Management, Team Building, Process Improvement, Integration, Management Consulting, Microsoft Office, Data Analysis, Databases, Requirements Analysis, Training
Education
Progressive Business Technology Training 2013 — 2013
Certificate
Progressive Business Technology Training 2013 — 2013
Certificate
UofT SCS 2012 — 2013
Certificate
UofT SCS 2011 — 2012
Certificate
HiTech Institute 2004 — 2004
Diploma
Seneca College of Applied Arts and Technology 2000 — 2002
Certificate
Amirkabir University of Technology - Tehran Polytechnic 1990 — 1995
B.SC.
Sharif University of Technology 1986 — 1988
Dr. Hashtroodi High School
High School Diploma
SAMPAD
Girl Guides of Canada 2011 - 2013
Toronto CFA Society April 2009 - April 2011
Toronto Christian Resource Centre (TCRC) October 2006 - August 2009
George Brown College August 2008 - November 2008
Association for Women's Rights in Development (AWID) June 2007 - May 2008
Asset Mapping Research Project - TCRC September 2003 - September 2007
Plitron Manufacturing Inc. 1999 - 2000
Skills
Business Analysis, Project Management, Analysis, Team Leadership, Project Planning, Management, Business Process, Visio, SharePoint, Software Documentation, SQL, Change Management, Team Building, Process Improvement, Integration, Management Consulting, Microsoft Office, Data Analysis, Databases, Requirements Analysis, Training
Education
Progressive Business Technology Training 2013 — 2013
Certificate
Progressive Business Technology Training 2013 — 2013
Certificate
UofT SCS 2012 — 2013
Certificate
UofT SCS 2011 — 2012
Certificate
HiTech Institute 2004 — 2004
Diploma
Seneca College of Applied Arts and Technology 2000 — 2002
Certificate
Amirkabir University of Technology - Tehran Polytechnic 1990 — 1995
B.SC.
Sharif University of Technology 1986 — 1988
Dr. Hashtroodi High School
High School Diploma
SAMPAD
Dorothy Wong's Toronto CFA Society Experience December 2008 - October 2011
Job Development Assistant at Toronto City Mission
Industry Nonprofit Organization Management
Experience
Toronto City Mission October 2011 - Present
Toronto CFA Society December 2008 - October 2011
Skills
Marketing Communications, Event Management, Non-profits, Microsoft Excel, Event Planning
Education
Ryerson University
Toronto City Mission October 2011 - Present
Toronto CFA Society December 2008 - October 2011
Skills
Marketing Communications, Event Management, Non-profits, Microsoft Excel, Event Planning
Education
Ryerson University