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Asset Management Portfolio Manager
Asset Management Portfolio Manager
Very Good
4
1Sessions
Member since 2026
  • Toronto
  • Toronto
About the mentor
  • I’m currently a Portfolio Manager at one of the major Canadian ETF providers. Prior to that I was an investment analyst on the Multi-Asset Strategies team at a leading Canadian asset manager. Previously, I worked in global markets (structured products desk) at a major Canadian bank, and as a financial advisor in retail banking.
  • I’m a CFA Charterholder with a MFE and BA in Economics, and I’ve spent 5+ years mentoring students and early-career candidates interested in finance. I regularly help with resume and cover letter reviews, mock interviews, and sharing practical advice on recruiting, networking, and career planning at both the undergraduate and graduate levels.
  • If you’re feeling unsure about your next step, or just want a second opinion on your resume or recruiting strategy, feel free to reach out — happy to chat.
  • Languages: English, Chinese
Expertise
  • Sales and Trading
What is WSO Academy?

Intense 12-week program to dramatically improve your odds at landing a high finance offer.

  • Lifetime access to exclusive networking resources and support community to help you land interviews.
  • 300+ hours of courses to train and polish your skills to help ace your interviews.
  • Direct calendar access to our most helpful 120+ Head Mentors.
Why Anonymous?

Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

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