Chandra Smith, Cfa, Fdp Email & Phone Number

Canada

Toronto, Ontario, Canada

Leader and proud supporter of a team of investment professionals within the Portfolio Advisory Group at RBC Wealth Management who provide portfolio construction and practice management advice to over 2,000 Advisors and their teams at Dominion Securities.

Toronto, Ontario, Canada

Portfolio Advisor for Portfolio Advisory Group providing Practice Management advice to Investment Advisors at Dominion Securities. Business Lead of a web based application.

Burlington, Ontario

Portfolio Management including asset allocation decisions, trading securities and research and analysis of a variety of investments including equities, fixed income and alternative asset classes.

Oakville And Burlington

Group Fitness Instructor, teaching BodyPump, FlexiBar and NewBody. High energy leader of hour long classes of large groups of class participants. I overcame my fear of public speaking. I changed my class content weekly requiring detailed review and practice so that I could cue and coach perfectly. I regularly challenged myself to try new methods of coaching and teaching. I motivated participants to attempt new fitness moves, achieve goals, and I was able to connect with class participants in a way that they felt I was approachable and a leader. I mentored and encouraged new fitness instructors by spending time giving advice and listening to their concerns and watching them teach.

Toronto, Ontario

Managed and analyzed a portfolio of approximately 20 Canadian privately owned consumer product companies with loans in the $20-$50 million range, with a total exposure of approximately $700 million. This involved writing credit reviews which included full company reviews, financial and industry analysis, as well as on-site meetings with management of the companies. I was the Risk Manager for the Royal Bank Account Managers and was responsible to respond to financial requests including lending limit changes, and waivers for covenant breaches in a timely manner, with a focus on guidance and approval following bank policies and procedures to manage risk.

Toronto, Ontario

Researched, analyzed and evaluated investment opportunities within the Consumer Products, Retail, Food and Beverage and Chemical Industries in the U.S. market. Covered Private and Public companies within my portfolio. Weekly presentations to the Investment Committee on market and company updates for Public companies in my portfolio, including annual reviews involving my recommendations for investment limit based my analysis. My evaluation for investment in Private Placements involved significant analysis form a top-down and bottom-up approach, involving building complex financial models to test assumptions and sensitivity analysis, as well as attending due diligence trips to meet with company management and tour facilities. On-going analysis of all companies in my portfolio was required to ensure limited risk of loss, especially during inclement conditions or breaching of covenants.

Toronto, Ontario

Supported 5 Corporate Loan Account Managers by processing and reviewing loan documentation including legal documents with a great degree of attention to detail. Monitored covenants through financial analysis on a quarterly basis, and updated loan documents with any changes. Provided regular reports to the Account Managers about the status of the client's finances. I was a direct contact for Corporate clients with respect to their loans and payment structures. Regularly validated available funds, and monitored wire transfers to ensure loans were not going into default or covenants breached. Trained staff and reviewed their processes to ensure policies and procedures were being adhered to.

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Chartered Financial Analyst, Finance And Financial Management Services

Activities and Societies: Toronto CFA Society, Women in Capital Markets (prior member and mentor)

Small Business Bookkeeping, Accounting