etwas ausführlicher zu dem neuen Mann:
Wayne Cheveldayoff is a former investment advisor and professional financial planner. He is currently specializing in financial communications and investor relations at Wertheim + Company in Toronto. He can be contacted at wcheveldayoff@yahoo.ca.
Summary of Investment Experience 1986-1997 Vice President, Institutional Bond Sales, CIBC World Markets
Advised institutional (pension fund, mutual fund, life insurance company) Portfolio managers on economic developments, interest rate and currency trends, and profitable investment opportunities in bond markets
Traded all types of Canadian bonds (government, corporate, U.S.-dollar), U.S. treasuries, and derivatives, including swaps and options 1997-1999 Investment Advisor and Financial Planner, RBC Dominion Securities
Developed investment strategies and structured portfolios for high-net-worth individuals
Traded in stocks, bonds, mutual funds
Advised clients on financial planning opportunities 1999-2001 Managing Editor, StockHouse.ca
Managed research team recommending Canadian stocks on financial website 2001-present Investor Relations Specialist, Wertheim + Co.
Analysis of corporate financial statements and prospects
Representing Canadian companies and income trusts to investors
Preparing shareholder communications including annual and quarterly reports Completed the following Canadian Securities Institute Examinations:
Canadian Securities Course, 1983
Partners, Directors and Senior Officers Exam, 1986
Registered Representative Manual Exam, 1986
Canadian Options Course, 1987
Canadian Futures Exam, 1987
Professional Financial Planning Course 1999 (previously known as Canadian Investment Management I) Other relevant experience: Globe and Mail Reporter and Columnist, 1971-1980; Associate Advisor (Public and Media Relations), Bank of Canada, 1980-1983. |
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