Aidan Cameron
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Aidan Cameron Email & Phone Number

Associate Portfolio Manager at Cardinal Point Capital Management, ULC
Location: Toronto, Ontario, Canada 8 work roles 2 schools
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Role
Associate Portfolio Manager
Location
Toronto, Ontario, Canada

Who is Aidan Cameron? Overview

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Aidan Cameron is listed as Associate Portfolio Manager at Cardinal Point Capital Management, ULC, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Aidan Cameron.

Aidan Cameron previously worked as Portfolio Analyst at Cardinal Point Capital Management Inc and Portfolio Analyst at Cardinal Point Capital Management Ulc. Aidan Cameron holds Honors Bachelor Of Arts from Ivey Business School At Western University.

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Email format at Cardinal Point Capital Management, ULC

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Cardinal Point Capital Management, ULC

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About Aidan Cameron

As an investment professional, I focus on in-depth research, due diligence, and portfolio management to support strategic decisions and drive performance. With a focus on valuation analysis, revenue forecasting, and creating robust investment theses.I bring hands-on experience in conducting due diligence for both potential funds and existing holdings. My role involves direct interaction with management teams and synthesizing external research to provide portfolio managers with critical updates and insights, ensuring well-informed decisions.In addition to supporting portfolio managers in strategic allocation decisions and trading, I have spearheaded the Hedge Fund Client Program. This program demands meticulous tracking of portfolio weights and performance to guarantee that trades and allocations align with client objectives and shifting strategies. My work is guided by a commitment to accuracy and delivering value in dynamic market conditions.

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Cardinal Point Capital Management, ULC
Cardinal Point Capital Management, Ulc
Associate Portfolio Manager
Toronto, ON, CA
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8 roles

Aidan Cameron work experience

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Associate Portfolio Manager

Cardinal Point Capital Management, Ulc

Toronto, On, Ca

Portfolio Analyst

Cardinal Point Capital Management Ulc

Toronto, Ontario, Canada

Research selected companies to build reports analyzing valuation, revenue forecasting, and a holisticinvestment thesis to pitch the investment team on inclusion in the equity portfolio.Execute Due diligence and KYPs for both potential funds and funds held, meeting withmanagement, summarizing external research, to brief portfolio managers on updates and outcomes.Support the Portfolio Managers in allocation decisions and trading to execute the strategy established for each client depending on their needs and shifting portfolio strategy.Spearheaded the Hedge Fund Client Program, which requires consistent and accurate tracking ofportfolio weights and performance to ensure the correct trades and allocations are executed.

Private Banking Intern

Collaborated with team members to produce client account reviews from internal data using Exceland PowerPoint to inform clients most effectively of their financial position.Interfaced with clients in weekly meetings to discuss their portfolios and unique needs with the bankwhich helped build a stronger base of professionalism, customer service, and knowledge.Led a project to establish a compliance, beneficiary, and internal data reporting to ensure complianceneeds were met and the internal data used in decision-making was accurate and consistent.

Jun 2021 - Sep 2021

Co-President

Educated fellow students on upcoming events, networking opportunities, and industry developments while working with the executive team to effectively execute club events.

Apr 2020 - Apr 2021

Growth Associate

Researched foreign physiotherapy/health insurance markets to evaluate expansion opportunitiesthrough studies, patient interviews, and competitor analysis to evaluate the efficacy of US expansion.Used various networking methods to reach out to possible partners in the healthcare benefits space,ultimately leading to the onboarding of 3 large employee benefits providers.Analyzed large data sets from different channels using Google Analytics to realize insights onconvertible traffic to ensure spending was efficient, driving revenue by 22%.

Jun 2020 - Aug 2020

Lifeguard

Ottawa, Ontario, Canada

Supervised pool operations ensuring the safety of patrons through the implementation of meaningful rules and guidelines, limiting the likelihood of a dangerous situation occurring.Professionally dealt with customers and worked with them to come to a resolution of their issue or concerns; often requiring excellent interpersonal skills to resolve.

May 2018 - Aug 2018
2 education records

Aidan Cameron education

Bachelor Of Arts - Ba, Kinesiology And Sport Management

Honors Specialization in Sports Management

FAQ

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What company does Aidan Cameron work for?

Aidan Cameron works for Cardinal Point Capital Management, ULC.

What is Aidan Cameron's role at Cardinal Point Capital Management, ULC?

Aidan Cameron is listed as Associate Portfolio Manager at Cardinal Point Capital Management, ULC.

Where is Aidan Cameron based?

Aidan Cameron is based in Toronto, Ontario, Canada while working with Cardinal Point Capital Management, ULC.

What companies has Aidan Cameron worked for?

Aidan Cameron has worked for Cardinal Point Capital Management, Ulc, Cardinal Point Capital Management Inc, Cardinal Point Capital Management Ulc, Cidel, and Ivey Sports & Entertainment Business Club (Sebc).

How can I contact Aidan Cameron?

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What schools did Aidan Cameron attend?

Aidan Cameron holds Honors Bachelor Of Arts from Ivey Business School At Western University.

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