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Alfred Sum, Cfa, Frm Email & Phone Number

Senior Portfolio Manager at Hillsdale Investment Management Inc. at Hillsdale Investment Management Inc.
Location: Toronto, Ontario, Canada 8 work roles 3 schools
1 work email found @hillsdaleinv.com 3 phones found area 416 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email a****@hillsdaleinv.com
Direct phone (416) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Hillsdale Investment Management Inc.
Role
Senior Portfolio Manager at Hillsdale Investment Management Inc.
Location
Toronto, Ontario, Canada
Company size
36 employees

Who is Alfred Sum, Cfa, Frm? Overview

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Quick answer

Alfred Sum, Cfa, Frm is listed as Senior Portfolio Manager at Hillsdale Investment Management Inc. at Hillsdale Investment Management Inc., a company with 36 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at hillsdaleinv.com, phone signal with area code 416, and a matched LinkedIn profile for Alfred Sum, Cfa, Frm.

Alfred Sum, Cfa, Frm previously worked as Senior Portfolio Manager at Hillsdale Investment Management Inc. and Portfolio Manager at Hillsdale Investment Management. Alfred Sum, Cfa, Frm holds Masc (Master Of Applied Science), Computer And Electrical Engineering from University Of Toronto.

Company email context

Email format at Hillsdale Investment Management Inc.

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*@hillsdaleinv.com
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AeroLeads found 1 current-domain work email signal for Alfred Sum, Cfa, Frm. Compare company email patterns before reaching out.

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Profile bio

About Alfred Sum, Cfa, Frm

Senior Portfolio Manager, PartnerMr. Sum is a Senior Portfolio Manager on the team that manages Canadian and global equity strategies. As a member of the portfolio management team, he assists in the design and implementation of the firm’s proprietary research. Prior to joining Hillsdale, Mr. Sum was an Investment Analyst at Cornerstone Capital Partners, Senior Analyst at TD Securities and Senior Risk Analyst at RBC Capital Markets. Mr. Sum has over 16 years experience in financial and quantitative analysisSpecialties: CFA Charterholder (CFA)Certified Financial Risk Manager (FRM)Languages: Fluent in English, Mandarin and CantoneseSoftware: Bloomberg, C.P.M.S., Capital IQ, Clarifi, MS Excel, MS SQL, Matlab, RiskWatch Programming: Matlab, Visual Basic Application (VBA), SQL, C++

Listed skills include Bloomberg, Portfolio Management, Equities, Sql, and 25 others.

Current workplace

Alfred Sum, Cfa, Frm's current company

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Hillsdale Investment Management Inc.
Hillsdale Investment Management Inc.
Senior Portfolio Manager at Hillsdale Investment Management Inc.
toronto, ontario, canada
Website
hillsdaleinv.com
Employees
36
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Company profile
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8 roles

Alfred Sum, Cfa, Frm work experience

A career timeline built from the work history available for this profile.

Senior Portfolio Manager

Current
Hillsdale Investment Management Inc.

Toronto, Canada Area

Mr. Sum is a Senior Portfolio Manager on the team that manages Canadian and global equity strategies. As a member of the portfolio management team, he assists in the design and implementation of the firm’s proprietary research.

Dec 2015 - Present

Investment Analyst

Cornerstone Capital Partners

Toronto, Canada Area

  • (company decided to close in Jun 2007)
  • Developed and implemented macro and micro regression models for Global Fixed Income and Currencies
  • Back tested quantitative trading strategies and provided recommendations to portfolio managers the entry/exit/stop prices
  • Built a real-time flagging interface to monitor status for different trading strategies including Relative-Value, Yield Curve Spread, Duration and Currency trades
  • Enhanced and maintained analytical tools (E.g., Central Bank Forecast; Surprise Indexes; Portfolio Optimization)
Feb 2007 - Jun 2007

Senior Analyst

Td Securities

Toronto, Canada Area

  • Collaborated with Front office, QA, Back office and IT teams to resolve business and technical related issues in the process of consolidating various source systems into the Calypso source system
  • Developed a risk attribution tool to understand risk across all TD Securities’ portfolios by breaking down into risk components (EQ, FX, IR, SP, COM) using Excel VBA and SQL.
  • Developed a portfolio risk optimization methodology based on Linear-programming (max/min)
Sep 2005 - Feb 2007

Senior Risk Analyst

Rbc Capital Markets

Toronto, Canada Area

  • Day-to-day risk monitoring on fixed income portfolios and provided explanations for PnL movement from risk perspective
  • Developed Debt Specific Risk VaR/Backtest calculation using Monte Carlo simulation
  • Enhanced reporting efficiency through data research and programming automation
Jul 2003 - Sep 2005
Team & coworkers

Colleagues at Hillsdale Investment Management Inc.

Other employees you can reach at hillsdaleinv.com. View company contacts for 36 employees →

CC Chap Chau Chap Chau Colleague at Hillsdale Investment Management Inc. Markham, Ontario, Canada, Canada View → DD David Deck, Cfa David Deck, Cfa Colleague at Hillsdale Investment Management Inc. Toronto, Ontario, Canada, Canada View → TB Tony Batek Tony Batek Colleague at Hillsdale Investment Management Inc. Toronto, Ontario, Canada, Canada View → AG Amit Goel, Cfa, Cfp, Mba Amit Goel, Cfa, Cfp, Mba Colleague at Hillsdale Investment Management Inc. Toronto, Ontario, Canada, Canada View → KI Kaitlyn Izon Kaitlyn Izon Colleague at Hillsdale Investment Management Inc. Toronto, Ontario, Canada, Canada View → SC Santiago Castillo Santiago Castillo Colleague at Hillsdale Investment Management Inc. Toronto, Ontario, Canada, Canada View → CD Christopher Desantis, Cfa Christopher Desantis, Cfa Colleague at Hillsdale Investment Management Inc. Toronto, Ontario, Canada, Canada View → CX Chen X. Chen X. Colleague at Hillsdale Investment Management Inc. Toronto, Ontario, Canada, Canada View → AB Alexander Benjamin Alexander Benjamin Colleague at Hillsdale Investment Management Inc. Toronto, Ontario, Canada, Canada View → KW Kris Wilhelm, Cfa Kris Wilhelm, Cfa Colleague at Hillsdale Investment Management Inc. Toronto, Ontario, Canada, Canada View →
3 education records

Alfred Sum, Cfa, Frm education

Masc (Master Of Applied Science), Computer And Electrical Engineering

University Of Toronto

Master Thesis: Multi-agent reconfiguration using hybrid optimal control http://www.control.utoronto.ca/multi_vec.php Courses taken: Linear.

High School Diploma

Ay Jackson
FAQ

Frequently asked questions about Alfred Sum, Cfa, Frm

Quick answers generated from the profile data available on this page.

What company does Alfred Sum, Cfa, Frm work for?

Alfred Sum, Cfa, Frm works for Hillsdale Investment Management Inc..

What is Alfred Sum, Cfa, Frm's role at Hillsdale Investment Management Inc.?

Alfred Sum, Cfa, Frm is listed as Senior Portfolio Manager at Hillsdale Investment Management Inc. at Hillsdale Investment Management Inc..

What is Alfred Sum, Cfa, Frm's email address?

AeroLeads has found 1 work email signal at @hillsdaleinv.com for Alfred Sum, Cfa, Frm at Hillsdale Investment Management Inc..

What is Alfred Sum, Cfa, Frm's phone number?

AeroLeads has found 3 phone signal(s) with area code 416 for Alfred Sum, Cfa, Frm at Hillsdale Investment Management Inc..

Where is Alfred Sum, Cfa, Frm based?

Alfred Sum, Cfa, Frm is based in Toronto, Ontario, Canada while working with Hillsdale Investment Management Inc..

What companies has Alfred Sum, Cfa, Frm worked for?

Alfred Sum, Cfa, Frm has worked for Hillsdale Investment Management Inc., Hillsdale Investment Management, Cornerstone Capital Partners, Td Securities, and Rbc Capital Markets.

Who are Alfred Sum, Cfa, Frm's colleagues at Hillsdale Investment Management Inc.?

Alfred Sum, Cfa, Frm's colleagues at Hillsdale Investment Management Inc. include Chap Chau, David Deck, Cfa, Tony Batek, Amit Goel, Cfa, Cfp, Mba, and Kaitlyn Izon.

How can I contact Alfred Sum, Cfa, Frm?

You can use AeroLeads to view verified contact signals for Alfred Sum, Cfa, Frm at Hillsdale Investment Management Inc., including work email, phone, and LinkedIn data when available.

What schools did Alfred Sum, Cfa, Frm attend?

Alfred Sum, Cfa, Frm holds Masc (Master Of Applied Science), Computer And Electrical Engineering from University Of Toronto.

What skills is Alfred Sum, Cfa, Frm known for?

Alfred Sum, Cfa, Frm is listed with skills including Bloomberg, Portfolio Management, Equities, Sql, Quantitative Investing, Risk Management, Investments, and Fixed Income.

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