Charter Awards Ceremony

22nd Annual Charter Awards Ceremony

March 13, 2025
The Vancouver Club

Celebrating Our 2024 CFA Charterholders

Date: Thursday, March 13, 2025
Location: Vancouver Club
Time: 5:00 PM – 9:00 PM

An exclusive evening to honor the achievements of the 2024 CFA charterholders. This in-person awards ceremony will recognize their dedication and success, featuring the presentation of certificate-sized charters and a thoughtful gift from CFA Society Vancouver.

The celebration will include inspiring speakers and a special video message from Margaret Franklin, CFA, President and CEO of CFA Institute. A memorable night to recognize an incredible milestone in their professional journey.

Presenters

Karim Allibhai, CFA
Mr. Allibhai is a Portfolio Manager with the Robertson Investment Group at Odlum Brown Limited, focusing on personalized investment portfolios under a responsible investment mandate. With over 16 years of experience in tax, accounting, and real estate, he holds CPA, CA, CFA, and RIPC designations and an MBA (Dean's Honour List) from the Ivey School of Business. Mr. Allibhai serves as Vice President on the Board of Directors of CFA Society Vancouver and volunteers with SFU Beedie School of Business, mentoring students through mock interviews.

Jessie Bobinski, CFA
Ms. Bobinski is Vice President and Investment Counsellor at Burgundy Asset Management Ltd. With over 20 years of experience, she has held leadership roles in wealth management across Western Canada. A CFA Charterholder and CFP, she is a Past President of CFA Society Vancouver and was named its 2018 Volunteer of the Year.

Elvis Picardo, CFA
Mr. Picardo is a Portfolio Manager and Partner at Luft Financial, iA Private Wealth, with over 25 years of experience in portfolio management, equity research, strategy, and currency trading. A CFA Charterholder since 1998, he also holds the Canadian Investment Manager designation and degrees in engineering and management studies. He has been an active supporter of CFA Society Vancouver since 2014, co-chaired the University Outreach Committee, led the Mentorship Program, and served as Secretary, President, and now Past President.

Julian Carson, CFA
Mr. Carson oversees the Houssian family's investment portfolio and operating businesses through its family office, JH Investments.  Julian leads the finance, tax, treasury and investment management activities for the group of companies and the family members.  Mr. Carson is a CPA, CA and a CFA Charterholder. 

2024 CFA Charterholders

Adam Velji
Jake Holland
Richard Johansen
Xuehong Li
David Saldana Pardo
Edward Freeman
Evangelos Trachalios
Aarondeep Singh Takhar
Shengjie Lu
Yuanzhe Ma
Jordan Sanders
Gosheealee Sewruttun
Creighton Lau
Jesse Hooton
Andrii Teterskyi
Lu Pan
Dhruv Bhagat
Li Fei Chen
Qizheng Guan
Benjamin  Wong
Brayden Toullelan
Nuo Chen
Jeffrey Zhang
Matthew  Te
Muhammad Riaz
Patrick Wilson
Rashed Quran
Thanh Dat Nguyen
Michael George
Menno Burnet
Jordan Hiebert
Apostolos Georgeopoulos
Jeremy Jersic
Gaurav Mishra
Alexander Romanowich
Nicholas  McBride
Sun Woo Kim
Yali Liu
Michael  Grimes
Arendeep  Dhadwal
Cyndora Chan
Jeffrey  Jones
Jevin  Dusanj
Chia Hsin Kan
Benjamin Machel
Tristan  Morgan
Clinton  Windhorst
Ling Mao
Helen  Junata
Song Han
Navdeep Bains
Daniel MacMaster
Zhou Yan
Lujun Huang
Kim  David
Zhi Wei Zeng
Jing Yan
Shukai Zhang
Yiheng Lin
Amauri Degle Esposte Coelho
Carl  Davies
Jose  Wong Hayakawa
Shivani Chitroda
Jared Craig
Derek Oswald
Weijian Chen
Qi Chen
Xintong Jiang
Benny Bajaj
Tat Thanh Nhan Nguyen
JiaRui Yao
Aeron Kawakami
Telis Huang
Kevin Spooner
Douglas  Leung
Jordan Ross
Vincent Lee
Ming Guo
Fabian Fernandez Zarpan
Gregory Barbier
Harry Bering
Carson Batt
Jingkun Li
Calin Pastuch
Lujia Xu
Nicholas Smulja
Haitham Hejazin
Takudzwa Ndachena
Shan Jiang
Jisoo Park
Dan Li
Yuxuan Wang
Chengbo Fu
Gregory Battis
Theodore Murphy
Aaron Huang
Alexander Belkin
Sawyer Smith
Julian Goto
Jacob Kronick
Avinash Haswani
Alex David Wong
Jonathan LeLievre
Cong Xiao
Jie Ma
Yilin Guan
Lingxi Li
Yi Sheng Wu
Daniel  Veaudry
Deep Patel
Ruipeng Wang
Daniel Chu
Arthur Ho
Xiaoyuan Ji
Rui Mao
Ksenia Strigoun
Carlos Ishikawa Torres
Bita Moradi Ghahderijani
Alexey Manov
Reha Sharad
Yulong Xiao
Devon  Krogh
Yingjie Wan
Amit Prasad
Catherine  Gibbons
Yuzhou Zhou