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CFA Career Chats: Mark Smith-Windsor, BA (Economics), CPA, CMA, CFA
Episode 10 20210705 - Mark Smith-Windsor joins Jordan Wilson to discuss his education, career path, CFA designation, and much more. Mark is a Portfolio Manager and Investment Advisor with IA Securities in Saskatoon. Mark holds a Bachelor of Arts in Economics from the University of Saskatchewan. Mark also possesses his CPA, CMA designation and is a CFA Charterholder. Read More.
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CFA Career Chats: Women in Finance
Episode 9 20210705 - Women in Finance
Veronica Gamracy, Robin Koroluk, and Juliana Wong join Jordan Wilson to discuss women’s issues in finance.
Veronica Gamracy is a Portfolio Manager and Investment Advisor with CIBC World Markets in Saskatoon. With over 35 years of experience serving a clientele of affluent individuals, institutions, and corporations.
Robin Koroluk is a Senior Wealth Advisor and Portfolio Manager with Scotia Wealth Management. Robin entered the industry about a decade ago.
Juliana Wong is a Capital Markets Director at Concentra Bank, where she manages and monitors Concentra's investment portfolio and funding sources via capital markets. Read More.
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CFA Career Chats: Veronica Gamracy, BFA, MBA, CFA, CIMA, CIPM
Episode 8 20210705 -Veronica Gamracy joins Jordan Wilson to discuss her extremely varied education, career path, the CFA designation, finance, and diversity issues. Veronica Gamracy is a Portfolio Manager and Investment Advisor with CIBC World Markets in Saskatoon. With over 35 years of experience serving a clientele of affluent individuals, institutions, and corporations. Read More.
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CFA: Careers For All
Episode 7 20210515 -In this session, Robin Koroluk and Jordan Wilson discuss the CFA designation and career paths. While CFA does stand for “Chartered Financial Analyst”, it can also easily mean “Careers For All”. CFAs come from all educational and technical backgrounds. CFAs are employed in all types of roles in all types of business sectors. There are enjoyable careers available for all backgrounds, interests, and personalities. Read More.
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CFA Career Chats: Paula Meier, CFA
Episode 6 20210614 - Paula Meier joins Jordan Wilson to discuss her education, career, and juggling a young family. Paula holds a Bachelor of Business Administration from the University of Regina majoring in Finance, as well as the CFA designation. Paula Meier is an Associate, Fundamental Research, Public Equities at TD Asset Management. Paula provides equity research and investment recommendations for the Public Equity portfolios, covering the global Real Estate sector. Read More.
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Hiring Advice
Episode 5 20210614 -In this session, Robin Koroluk and Jordan Wilson offer their thoughts on securing a job. What employers seek in new financial service sector hires. What employers in any industry want to see in their staff. With comments on the interview process and how to make a good impression. Read More.
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Diversity Matters
Episode 4 20210610 - In this session, Robin Koroluk and Jordan Wilson discuss diversity in finance. Robin draws on her experience as a woman in the Saskatchewan wealth management sector. Jordan from his years living and working around the world. An interesting discussion on the current situation. Why there is a lack of gender diversity in finance. And what can be done to improve things. Read More.
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CFA Career Chats: Robin Koroluk, B.Comm (Finance), CFA and Jordan Wilson, CPA, CA, CFP, CFA
Episode 3 20210610 - In this session, Robin Koroluk and Jordan Wilson draw on their personal and career experiences to flesh out many of the topics covered in the formal presentation. With vastly different career paths, Robin and Jordan share many great examples and offer advice to those considering the CFA Program. Read More.
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CFA Career Chats: Dan Sumner, BA (Economics), MA (Economics), CFA
Episode 2 20210609 - Dan Sumner is a native of Saskatoon. He attended the University of Saskatchewan, where he attained his Bachelor of Arts in Economics. He then moved to Queen’s University to pursue his Master’s in Economics. After graduating from Queen’s, Dan worked as an Economist with ATB Financial in Calgary. Then moved into the natural resource sector. As an Economist/Analyst with Talisman Energy and as an Analyst with BHP. Read More.
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CFA Career Chats: Juliana Wong, BA (Economics), CFA
Episode 1 20210602 -Juliana Wong joins Jordan Wilson to discuss her career trajectory and lessons learned. From her time growing up in Vancouver until now. An interesting discussion on education, career paths, and work advice. Read More.
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About the Host Jordan Wilson, CPA, CA, CFP, CFA
Jordan is President of Wilson Wealth Management, a boutique, fiduciary, wealth management firm based in Saskatoon. Jordan has a Bachelor of Commerce from the University of Alberta and holds CFA, CPA, CA, and CFP professional designations. Read More.
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