CFA Society Vancouver

A Member of the CFA Institute Global Network of Societies


 Annual Charter Awards Dinner

16th Annual
February 7, 2019

Terminal City Club
837 West Hastings Street
Vancouver, BC


CFA Society Vancouver is hosting the 16th Annual Charter Awards Ceremony at the Terminal City Club on February 7, 2018  This year's event will include a cocktail reception and awards ceremony with the following guest speakers.


Heather Brilliant, CFA

Heather BrilliantMs. Brilliant, CFA, is the Managing Director, Americas and acting Chief Operating Officer at First State Investments. Heather is responsible for managing the business in the Americas and further expanding First State Investment's market presence across the region. As acting COO, she also provides strategic leadership and oversight to the firm's global operations, technology, and project management teams. She is a member of the firm's Global Executive Committee. 

Ms. Brilliant has worked in the industry for over 20 years. Prior to joining First State Investments in 2017, she spent 14 years at Morningstar most recently as Chief Executive Officer of Morningstar Australasia. In this role, Ms. Brilliant devised and drove various initiatives based on functional and local market priorities, including the development and implementation of a 10-year strategy to accelerate business growth. Preceding this, she led the equity and corporate credit research teams at Morningstar, consisting of more than 100 analysts based in offices around the world. 

Previously, Ms. Brilliant spent several years as an equity research analyst for Coghill Capital Management and Driehaus Capital Management. She has covered a variety of sectors, including pharmaceuticals, biotechnology, business services, and retail. She started her finance career at Bank of America as a corporate finance analyst covering the auto industry.

Ms. Brilliant holds a bachelor's degree in economics from Northwestern University and a master's degree in business administration from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst® designation and is chairman of the CFA Institute Board of Governors and past chair of the CFA Society of Chicago. 

Aaron Brown, CFA

Aaron Brown CFAMr. Brown joined The City of Calgary in 2016 and took the role of Deputy City Treasurer in March 2018. As the head of Treasury, he has oversight of the $5 billion investment portfolio, all cash management, banking, and cashiering operations, corporate finance and PCI compliance. Prior to joining The City in 2016, Mr. Brown was the Director of Portfolio Management for Alberta Treasury Board & Finance, as well as previously holding roles at the University of Alberta and RBC Royal Bank.

Mr. Brown graduated with a Bachelor of Commerce from the University of Alberta in 1997 and became a CFA charterholder in 2003. He currently serves on the Investment Advisory Committee for AUMA, The Calgary Parks Foundation Finance Committee as well as is a member of both CFA Society Calgary and CFA Society Edmonton.

In May 2018, Mr. Brown was elected by his peers in to serve a two year term as Chair of the CFA Institute's Presidents Council. In this global senior society leadership role he represents the 152 CFA societies around the world and their over 120,000 charterholders.

David Smith, CFA

David Smith Headshot 2Mr. Smith is the Managing Director and founding partner of Pinnacle Fund Services, a firm providing accounting and valuation services to hedge and private equity funds through North America. He is responsible for the delivery of fund administration services to Pinnacle clients, the development of Pinnacle's technology platform and operating systems and the strategic and business development of the company.

Mr. Smith is a Chartered Accountant, holds a Bachelor of Arts degree in Economics from Queen's University and holds the Chartered Financial Analyst designation. He is the current chair of CFA Societies Canada and is the CFA Institute's Presidents Council Representative for Canada.

Mr. Smith is a past president of CFA Society Vancouver and was awarded the CFA Institute Volunteer of the Year award in 2017. He is also the Treasurer of Christ Church Cathedral.

Jessie Bobinski, CFA

2018 - Jessie BobinskiMs. Bobinski joined Dixon Mitchell in 2013 as a Private Client Portfolio Manager, responsible for designing and managing investment portfolios for high net worth individuals, families, foundations, and trusts on a discretionary basis. She became a partner of the firm in 2015 and is a member of its Investment Committee. Ms. Bobinski also takes a leadership role with Dixon Mitchell's team of associate portfolio managers, coordinating training and development, while helping to instill the firm's approach to client service and asset management. 

Ms. Bobinski brings significant experience to her practice, having started her wealth management career in 2000 at Phillips, Hager & North where she spent eight years assisting clients in both a non-discretionary and discretionary capacity. In the five years immediately prior to joining Dixon Mitchell, she managed discretionary investment portfolios for physicians and their families with MD Private Investment Counsel.

Outside of the office, Ms. Bobinski is President and Chair of CFA Society of Vancouver and an active volunteer with Junior Achievement. She is a graduate of the BCIT Financial Management program, a CFA Charterholder, and a Certified Financial Planner (CFP). 

Registration:  5:00 pm
Cocktail Reception: 5:30 pm

Ceremony:  6:30 pm

Registration Fee
New CFA Charterholders (members) - complimentary
Guests - $50


Sponsored by


Queens Logo.jpg           UBC Sauder_3C_RGB.jpg


 2018 Charter Recipients

CFA Society Vancouver would llike to congratulate the following charter recipients: 

Aazan Esmail Habib, CFA
Adrian John Walter Dickman, CFA
Alexey Kapkanshchikov, CFA
Alicia Tianshu Wu, CFA
Andrew James Walter, CFA
Andry Pramana Tanusdjaja, CFA
Anil Christopher Fernandes, CFA
Anita Ai-Hua Shin, CFA
Anthony Owen Thomas Hosford, CFA
Arun Samuel Eapen, CFA
Ashley Louise McGovern, CFA
Benjamin John Vanderwel Stone, CFA
Bradley Poul Bay, CFA
Braxton Nicholas Kane Gray, CFA
Brian Irvine Timmis, CFA
Byron Shing Hon Lo, CFA
Caleb Ka-Lup Leung, CFA
Charles Chisholm Chandler, CFA
Chelsea Stanimir, CFA
Cheryl Wu, CFA
Christopher William Haughn, CFA
Chun Tung Jeremy Poon, CFA
Colin James Knight, CFA
Cristiano Caetano Brandao Lemos, CFA
Daniel George Oliver Neufeld, CFA
Estelle Linnea L'Heureux, CFA
Fan Jiang, CFA
Fang Zhou, CFA
Farooq Chaudhry, CFA
Fei Ni, CFA
James Michael Hillier, CFA​
Jingyi Zhao, CFA
Julian Verde Feijo, CFA
Geoffrey Ian Carran, CFA
Georgian Grigore Platon, CFA
Ryan Curtis Gerrard, CFA
Graydon James Bensler, CFA
Gregory Tyson Macmillan, CFA
Hartej Singh Kochar, CFA
Xue Jing Hu, CFA
Hualan Cai, CFA
Jerome Li, CFA
Jianfei Ye, CFA
Jiming Wang, CFA
Jojit Lim Fenix, CFA
Joseph Declan Tiernan, CFA
Joseph James Millott, CFA
Julien Dion, CFA
Jun Ma, CFA
Kanishka Pawar, CFA
Karoline Lüdemann, CFA
Ken Au, CFA
Kenndal Wilfred Mcardle, CFA
Kevin Ming-Hua Hung, CFA
Laura Maria Janneke Schoenmakers, CFA
Lin Chen, CFA
Jiaxin Liu, CFA
Chao Yu Lo, CFA
Can John Madazli, CFA
Maoyi Xia, CFA
Marco Tsz Fung Tang, CFA
Marko Gasic, CFA
Mary Guang Huar Liu, CFA
Matthew Glenn Bailey, CFA
Matthew Nicolaas Schreurs, CFA
Matthew Robert Middleton, CFA
May Lam Mary Tsang, CFA, CIPM
Meenal Narang, CFA
Michelle Jane Richardson, CFA
Minwei Lu, CFA
Nadjy Matthieu Nackna, CFA
Nicholas John Fraser Mackay, CFA
Nureen Kaur Nagra, CFA
Patrick Allan Lotz, CFA
Pei-Lun Jason Ma, CFA
Hao Peng, CFA
Peter Holsti Kaye, CFA
Peter Ronald Grypma, CFA
Hwee Nghee Kenneth Phua, CFA
Prabhjott Singh Sangha, CFA
Qingyang Li, CFA
Que Dang Ngo, CFA
Steven Singh Rai, CFA
Rajbir Singh Gill, CFA
Randolf Wan Hao Lee, CFA
Remi Philippe Lafleche, CFA
Sean-Paul Michael Adamick, CFA
Shane Stuart MacLachlan, CFA
Stephanie Lisa Chan, CFA
Thi Ngoc Ly Nguyen, CFA
Thomas Kenneth Miyazaki, CFA
Trevor Michael Burns, CFA
Tyler Chung, CFA
Vincent Yiu Quon Lo, CFA
Vu Hoan Pham, CFA
Wei Ling Wong, CFA
Wei Hao Ou, CFA
Wei Tao Tian, CFA
Wendy Wan Ying Cheung, CFA
Wenshu Zhang, CFA
William Main Wai Quan, CFA
Xiaodong Hu, CFA
Xin He, CFA
Xudong Wang, CFA
Xueying Ding, CFA
Xun Meng, CFA
Zachary Glen Nash, CFA
 Ai Zhang, CFA
Zhanna Krivolutskaya, CFA
Zhengyu Lin, CFA, CIPM
Zi Qi Huang, CFA​