Tiago Lage, CFA
Lage has held various positions in private and public companies (energy,
hospitality and business aviation), start-ups (education), and government
(energy and economic development) over his career. Fluent in four
languages, he has a degree in Economics, and holds the CFA charter and an MBA.
Mr. Lage recently relocated to Vancouver from Alberta, where he served as Vice
President of CFA Society Edmonton. He is currently looking for career
opportunities in the Lower Mainland.
Lauren Manteuffel, CFA
Ms. Manteuffel is Vice President, Finance for ARON Industries, the family office of Andrea Thomas Hill and Brian Hill. She previously held leadership positions at the Corix Group of Companies as Vice President, Finance and as Vice President for a single family investment office. Prior to working in industry, Ms. Manteuffel worked in M&A structuring at Deloitte & Touche. She has lectured for CFA exam preparatory programs and on the topics of Financial Modeling and Business Valuation for UBC. She is a CFA charterholder and a Chartered Professional Accountant (CA, CPA).
Andrew Marshall, CFA
Mr. Andy Marshall is a Chartered Accountant (CA) and Chartered Financial Analyst (CFA) with over 15 years of public company accounting, finance and corporate governance experience. He joined First Mining Gold Corp. in June 2015 and assisted in building the company’s gold portfolio during its period of growth when it acquired eight companies in just over one year. Prior to this, Andy held roles at two Vancouver based TSX/NYSE MKT-listed silver mining companies with operations in Mexico and Canada. He began his career in public company auditing and assurance with PricewaterhouseCoopers LLP, training in the London technology, entertainment and mining practice before moving to Vancouver and joining their mining practice in 2008. Andy graduated from the University of Newcastle-Upon-Tyne in England with a BA (Hons).
Jordan Trimble, CFA
Jordan Trimble is the President, CEO and a Director of Skyharbour Resources, a TSX Venture listed uranium exploration and development company. He has founded and serves as a Director and Officer of several publicly listed resource companies having worked in the industry specializing in management, corporate finance, shareholder communications and capital raising. Mr. Trimble has appeared on BNN several times and has given presentations at numerous resource conferences across North America. He holds a Bachelor of Science Degree with a Minor in Commerce from UBC and he is a CFA® Charterholder. Mr. Trimble is also a Director of Face of Today which is a charitable organization comprised of young leaders with a mission to empower underprivileged individuals to achieve their life goals and provide a stepping stone for future development in the local community.
Tim Wilkinson, CFA
Mr. Wilkinson is a Senior Analyst/Trader and a Principal at Connor Clark and Lunn Investment Management Ltd. He works on the fixed income team spending the majority of his time on trade execution and risk management. Prior to his current role at the firm, he spent a number of years as a senior analyst on the business analytics team within the Connor Clark and Lunn Financial Group. He holds a Bachelor of Commerce degree from the University of Victoria and became a CFA Charterholder in 2007.
Jenny Yu, CFA
Ms. Yu worked as an Associate Portfolio Manager for over 6 years with Central 1 Credit Union focussing on fixed income, treasury, and portfolio management for B.C. and Ontario credit union clients. Prior to joining Central 1, Ms. Yu worked with both private wealth and institutional clients based throughout Canada at Raymond James Ltd. Ms. Yu spent 6 years volunteering with Association of Women in Finance for their year-round Fireside Chat Series. She has been a CFA charterholder since 2019 and holds a Bachelor of Business Administration degree.
Co-Chairs: Cindy Hu, CFA and Sophie Que Ngo, CFA
The Candidates Development Committee organizes programs and activities, which help CFA Program candidates and potential candidates address topics on the CFA Program, career development, career management, and career transition during and after the completion of the Program. The Committee also coordinates and administers the CFA Exam Scholarships twice per year, organizes information sessions at local post-secondary institutions, and offers the Boston Mock Exam to candidates.
Chair: Nick Karliychuk, CFA
The Major Events Committee organizes two high profile events each year, which include the Forecast Dinner in January and the CFA Day Networking Luncheon in June. The annual Forecast Dinner is considered one of CFA Society Vancouver's most prominent events. The dinner provides members and their clients with the opportunity to hear relevant unbiased forecasts of future market expectations. The CFA Day Networking Luncheon is a cross-designation event, which brings together members from a variety of organizations including CGA Association of BC, TMAC BC, Chartered Accountants of BC and CICBV.
Chair: Suzanne Martin
Co-Chairs: Gary Wong, CFA and Sahar Sharafzadeh, CFA
Chair: Molly Zhao, CFA
The purpose of the Programs Committee is to provide educational programs that fit the mandate and strategy of CFA Society Vancouver, (e.g. professional development, networking, client relations, etc.), as well as the requirements of CFA Institute. The objective is to ensure quality programming is available for the CFA Society Vancouver membership, clients, investors and other professionals.
Chair: Kirsten Nelms, CFA
The purpose of the Awareness Committee is to enhance awareness of the CFA brand within the Vancouver investment community, including CFA Society Vancouver members, employers, academia, members of other professional organizations, financial and business media contacts, and the general investing public.
Chair: Darrin De Stephanis, CFA
The Social Committee organizes a variety of social events each quarter to foster fellowship amongst CFA members and candidates. Events include pub nights, martini tasting and a Monte Carlo Night hosted in partnership with the CA Institute of BC and the Canadian Bar Association.
Chair: Suzanne Martin
Chair: Virginia Coles
The goal of the Sponsorship Committee is to introduce CFA Society Vancouver to a variety of sponsors that may be interested in partnering with the Society for major events and programs, and supporting our mission to promote best practices and the highest professional and ethical standards in the investment industry. Sponsorship opportunities include the Forecast Dinner, CFA Day, seminars and workshops, and networking events.
Co-Chairs: Lisa Meger, CFA and Yoel Tewelde
The University Outreach Committee's goals are to increase awareness of the designation amongst students and to enhance the Society's relationships with local universities and colleges. This is accomplished through educational seminars and presentations, in addition to participation at various career and education fairs. The Committee is also mandated to provide opportunities for students to become involved with CFA Society Vancouver, as well as the local Financial community.
2019 - 2020 Michael Job, CFA
2018 - 2019 Jessie Bobinski, CFA
2017 - 2018 Duane Tup Chong, CFA
2016 - 2017 David Smith, CFA
2015 - 2016 David Smith, CFA
2014 - 2015 Maria Pacella, CFA
2013 - 2014 Daren Atkinson, CFA
2012 - 2013 Dave Barr, CFA
2011 - 2012 Jan Campfens, CFA
2010 - 2011 Julian Carson, CFA
2009 - 2010 Jeffrey L. Porter, CFA
2008 - 2009 Alan P. Tynan, CFA
2007 - 2008 Catherine E. Heath, CFA
2006 - 2007 Alexander Prodanovic, CFA
2005 - 2006 Donna J. Jones, CFA
2004 - 2005 Janine C.K. Guenther, CFA
2003 - 2004 Ian M. Robertson, CFA
2002 - 2003 Robert E. Mitchell, CFA
2001 - 2002 Donald A. Gordon, CFA
2000 - 2001 Kathleen A. Leavens, CFA
1999 - 2000 Gordon Gibbons, CFA
1998 - 1999 Bert J. Quattrociocchi, CFA
1997 - 1998 Glen C. Rattray, CFA
1996 - 1997 David E.M. Williams, CFA
1995 - 1996 Janet K. Pau, CFA
1994 - 1995 Jonathan Stewart, CFA
1993 - 1994 Stewart M. Marshall, CFA
1992 - 1993 Wayne Wachell, CFA
1991 - 1992 Harry K.H. Lee, CFA
1990 - 1991 Stephen M. Daub, CFA
1989 - 1990 Edith M. Smithies, CFA
1988 - 1989 Anthony R. Gage, CFA
1987 - 1988 Peter N. Van Loon, CFA
1986 - 1987 Stephen W. Semeniuk, CFA
1985 - 1986 Jaak Puusepp, CFA
1984 - 1985 Rudy Kerklaan, CFA
1983 - 1984 Douglas H. Knight, CFA
1982 - 1983 Graham E. Henderson, CFA
1981 - 1982 William B. Wheeler, CFA
1980 - 1981 Robert P. Farley, CFA
1979 - 1980 Gordon H. MacDougall, Jr., CFA
1978 - 1979 Kenneth A. Shields, CFA
1977 - 1978 Eric C. Moore
1976 - 1977 Charles D. Caiger, CFA
1975 - 1976 Frederick J. Brooks-Hill
1974 - 1975 Anthony Hepburn
1973 - 1974 Peter A. Davidson
1972 - 1973 John P. Verseveldt, CFA
1971 - 1972 Peter R. Candy, CFA
1970 - 1971 Murray V. Leith
1969 - 1970 Michael B. McManus
1968 - 1969 John R. Jefferson
1967 - 1968 Michael M. Ryan
1966 - 1967 Michael M. Ryan
1965 - 1966 Arthur Phillips