I am one of the two principal Portfolio Mangers and Investment Advisors at McCulloch & Partners Wealth Counsel, I build and develop deep relationships with our clients, helping them to identify and define their unique needs and objectives, as well as how their current and future capital pool can be managed to meet those needs and objectives.I am a key member of our McCulloch & Partners Investment Committee, where we set mandate asset allocation targets given the macroeconomic… Show more I am one of the two principal Portfolio Mangers and Investment Advisors at McCulloch & Partners Wealth Counsel, I build and develop deep relationships with our clients, helping them to identify and define their unique needs and objectives, as well as how their current and future capital pool can be managed to meet those needs and objectives.I am a key member of our McCulloch & Partners Investment Committee, where we set mandate asset allocation targets given the macroeconomic environment, as well as build out the underlying investment sleeves that form our client mandates.I have built key inputs and analysis into those decisions, including our macroeconomic data and charts, our proprietary quantitative scoring models, and profiles on all the businesses and third party products in our investable universe.I run and build financial projection and planning presentations for our clients, which form a key piece in the discovery and ongoing monitoring of our clients unique goals and objectives, as well as collaborate with specialists as needed to address specific questions relating to insurance, tax, and estate. Show less

• Tasked with the development of the investment philosophy and implementation of our investment process• Developed and maintain negative screens for our balanced and income portfolios investable universes• Leveraged our Thomson Eikon software and tools to develop a business model and management scoring system, which, coupled with an upside target, are plotted on an investment universe matrix• This matrix is used in the monitoring of our investment universes, as well as guiding our… Show more • Tasked with the development of the investment philosophy and implementation of our investment process• Developed and maintain negative screens for our balanced and income portfolios investable universes• Leveraged our Thomson Eikon software and tools to develop a business model and management scoring system, which, coupled with an upside target, are plotted on an investment universe matrix• This matrix is used in the monitoring of our investment universes, as well as guiding our investment weighting and timing of trades for our portfolios• Tasked with analyzing and modelling companies across multiple industries and sectors in North America• Analysis of historical financial results and trends• Reading of corporate filings, annual reports, and earnings calls and transcripts• Development of assumptions based on the historical analysis, management guidance, and industry evaluation• Use of Monte Carlo simulation models on key variables to build and maintain detailed discounted cash flow models to generate fair value calculations• Writing background and investment feasibility reports and presenting of investment ideas to the Portfolio Manager and clients as potential inclusions into the managed accounts.• Tasked with servicing existing clients and prospective clients• Included in this is the answering of client investment questions, trade execution, and completing account paperwork in the course of the day to day operation of the business• Demonstrated ability to handle multiple ongoing tasks and exhibit strong time management and priority allocation skills. Show less

• Focused on company analysis for a Canadian diversified portfolio model targeting 6%-8% annual return, and the energy hedge fund• Company Analysis for Canadian Equity Portfolios & provide recommendations• Met targets to analyze over 20 large-cap Canadian companies, spanning multiple sectors, per quarter• Executed options strategies used in the portfolio including covered calls, short strangles, and short puts

• Reviewed hundreds of potential stock analysis articles for potential inclusion on the website• Demonstrated time management and efficiency by continuously meeting all individual production goals, which included preset goals for 25 reviewed articles, 100 definitions, and one (1) long form educational piece on a monthly basis