JULIANA WONG, CFA
PRESIDENT
| Juliana is a Capital Markets Director at Concentra Bank, where she manages and monitors Concentra's investment portfolio and funding sources via capital markets by providing strategic and operational management. Prior to this role, Juliana worked at Möbius Benefit Administrators and Connor, Clark, & Lunn Financial Group. Juliana graduated from the University of British Columbia with a Bachelor of Arts (mathematics and economics) and is a CFA Charterholder.
| JORDAN WILSON, CFA
VICE PRESIDENT
| Jordan is President of Wilson Wealth Management, a boutique, fiduciary, wealth management firm based in Saskatoon. Jordan has over 25 years experience in various areas, including: public accounting and tax; oil and gas industry; taking an oil company public as VP-Finance, Treasurer, and Board member; international finance in The Bahamas, Cayman Islands, and Switzerland; investment analysis of bankable, non-bankable, and operating assets; product and risk management; mergers and acquisitions; managing the Global Trust Operations for UBS. Over his career, Jordan has served on the Boards of over 100 companies, including non-profit, public, private operating, and investment companies. Since joining the CFA Society Saskatchewan Board in July 2018, Jordan has been heavily involved in Candidate Preparation and University and High School Outreach activities.
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PAULA MEIER, CFA SECRETARY
| Paula is an Associate, Public Equities at TD Asset Management and holds a Bachelor of Business Administration from the University of Regina majoring in Finance as well as the CFA designation. At TD Asset Management, Paula provides equity research and investment recommendations for the Public Equity portfolios. She is involved with a number of charitable organizations in addition to her work with the CFA Society Saskatchewan board.
| JUNTING ZHOU, CFA
TREASURER
| Junting Zhou works as
a Capital Markets Analyst at Farm Credit Canada in Regina, Saskatchewan, where
he is responsible for treasury funding and investing activities. Prior to his
current role, he spent 8 years working in funds transfer pricing, financial reporting,
accounting, treasury operations and compliance area. Junting Zhou graduated
from the University of Regina with a Bachelor of Business Administration (BBA)
Degree. Junting Zhou received the Chartered Financial Analyst (CFA) designation
in 2018 and is also a Chartered Professional Accountant (CPA) in Canada.
|
DAVE BARNARD, CFA DIRECTOR
| Dave's passion outside his wife and three college kids is doing more good for more people by supporting them with behavioural investment, financial literacy, and family enterprise advice. Dave completed his undergraduate business degree in finance/accounting at the University of Regina along with a Cooperative Work/Study designation. Add a couple of professional accounting designations in there and that led to living in Switzerland; working in over 30 countries; adopting three kids; fumbling with a few languages; and seeing the world differently. Dave shudders to think if had not returned to Saskatchewan. Everything else is commentary.
| HENRY DUONG, CFA
DIRECTOR
| Henry is the founder of qT-group,
which established its offices globally with 2 international qT-ai
and qT-invest trademarks.
He received his CFA charter in 2014 and also holds a PhD in Applied
Mathematics. Henry completed his postdoc on
Machine Learning in multiple countries and actively supported the
CFA society boards of those countries as well. Henry is also a
charter holder of CAIA, PRMIA, and GARP. |
ROBIN KOROLUK, CFA
DIRECTOR
| Robin is a Wealth Advisor and Portfolio Manager at Scotia Wealth Management in Saskatoon. She provides guidance and solutions to high net worth individuals, corporations and foundations to meet their wealth management goals. Robin obtained her Bachelor of Commerce degree in 2010 from the University of Saskatchewan as well as the CFA charter in 2017. Robin also serves as the Director of Finance with Dress for Success Saskatoon.
| ADAM LAPRAIRIE, CFA
DIRECTOR
| Adam is an Associate at PFM Capital Inc., Saskatchewan's largest private equity investment management firm. He is responsible for the due diligence and underwriting of investment opportunities, as well as monitoring the portfolio and preparing market research. Prior to joining PFM, Adam worked at Greystone Managed Investments Inc. (TD Greystone) as an Analyst Assistant on the real estate & mortgages team. He graduated from the University of Regina in 2015 with a Bachelor of Business Administration (Distinction) and Certificate in Economics. Adam became a CFA Charterholder in 2019 and a Director of CFA Society Saskatchewan in 2020.
|
NEVIN MARKWART, CFA
DIRECTOR
| After a 9-year professional hockey career with the Boston Bruins, Nevin graduated with an MBA from Northeastern University. For the next 23 years he worked in the investment management industry focused on helping clients, ranging from individuals to sovereign wealth funds, confidently meet their investment objectives. In his CEO roles, Nevin built investment businesses emphasizing entrepreneurial and fiduciary cultures, employee ownership and a laser focus on the client. Retooled his skillsets for the new economy, Nevin earned a Master of Science degree in Cybersecurity from Brown University. Nevin advises the founders and board of directors of many startup companies and is the Chief Information Security Officer for the Toronto-based technology startup, Future Vault Inc.
| DAN SUMNER, CFA
DIRECTOR
| Dan is a Director and Senior Investment Counsellor at BMO Private Investment Counsel where he counsels high net worth families, foundations and corporations on their long-term investment and financial strategies. Prior to his current role Dan worked in mining, oil & gas and banking with roles at BHP Billiton Potash, Talisman Energy and ATB Financial. Dan received his Master's in Economics from Queen's University and obtained the CFA charter in 2013. Dan has held non-profit positions with the Economics Society of Calgary and the Calgary Chamber of Commerce.
|
CHRIS WHITESIDE, CFA
DIRECTOR
| Born and raised in Saskatchewan, Chris attended the University of Saskatchewan and obtained a Bachelor of Engineering (B.E.) in Mechanical Engineering with distinction. After a successful career as a Professional Engineer (P.Eng.) working for both small and large public and private corporations in Europe and throughout Western Canada, Chris returned to Saskatoon to start a family and to help business owners and professionals achieve their wealth goals. His passion and interest in wealth management led him to obtain the Chartered Financial Analyst (CFA®) designation and joint the board of directors.
| MARK
SMITH-WINDSOR, CFA
PAST PRESIDENT
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| Mark Smith-Windsor is a Vice-President and Portfolio Manager with Industrial Alliance Securities. He has worked in the investment industry since 2004. He graduated from the University of Saskatchewan majoring in Economics. He earned his CFA Charter in 2008 and is a Chartered Professional Accountant (CPA CMA). He is a director of the Saskatoon Friendship Inn and a private natural resources company.
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