Senior Vice President Client Services, Chief Compliance Officer & Portfolio Manager
Responsible for business development, regulatory compliance and private client portfolio management.
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@wellwest.ca
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Ed Collins, Cfa is listed as Corporate and Not-For-Profit Board Member based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at wellwest.ca and a matched LinkedIn profile for Ed Collins, Cfa.
Ed Collins, Cfa previously worked as Senior Vice President Client Services, Chief Compliance Officer & Portfolio Manager at Thornmark Asset Management Inc. and Co-head Portfolio Manager at National Bank Financial. Ed Collins, Cfa holds Master Of Arts (M.A.), Economics & Finance from University Of Toronto.
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With a background of senior management responsibility in investment banking and wealth management, I advise corporate and not-for-profit boards on strategy, business development and implementation, communications, regulatory issues and adherence, client and stakeholder matters.Executive level experience in Asset Management, Wealth Management, Investment Banking, Mergers & Acquisitions and Private Equity.Board member experience with three TSX listed companies, private companies and not-for-profit charities and organizations.
Listed skills include Business Strategy, Portfolio Management, High Net Worth Individuals, New Business Development, and 5 others.
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Toronto, Canada Area
Responsible for business development, regulatory compliance and private client portfolio management.
Toronto, Canada Area
Following the amalgamation of Wellington West Capital and National Bank Financial in November 2011, as Co-head Portfolio Manager, held portfolio management responsibility for the Managed Account and Advisor Discretionary programs for advisors previously at Wellington West Capital.
Toronto, Canada Area
Portfolio Manager for Wellington West's Managed Account program and Supervising Portfolio Manager for the Advisor Discretionary program. Added new services to the program initiated for advisors at Wellington West in 2002 while at First Asset Advisory.
Toronto, Canada Area
Responsible for the business development of a managed account program for financial advisors, including program design, the engagement and monitoring of investment managers and the design and management of portfolios to meet the needs of their private clients. Continued in this role at Russell Investments following the acquisition of First Asset by Russell in January 2006.
Toronto, Canada Area
As Head of the Telecommunications group, led underwriting and mergers and acquisition assignments for TSE listed companies and helped private companies in the planning of private round and initial public offerings.
Toronto, Canada Area
Held senior investment banking responsibilities including head ot the Toronto Corporate Finance Group (1990-1992) and a member of the CEO's Strategic Planning Committee (1990-1994).
Toronto, Canada Area
Analyst and then Portfolio Manager in the TD Bank's investment division. Responsibilities progressed from portfolio management of the Bank's pension fund and head office equities, the Bank's portfolio of Term Preferred Share financings and the Bank's venture capital and private equity portfolio as President of TD Capital Group
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Ed Collins, Cfa is listed as Corporate and Not-For-Profit Board Member.
AeroLeads has found 1 work email signal at @wellwest.ca for Ed Collins, Cfa.
Ed Collins, Cfa is based in Toronto, Ontario, Canada.
Ed Collins, Cfa has worked for Thornmark Asset Management Inc., National Bank Financial, Wellington West Capital Inc., First Asset Advisory, and First Marathon Securities Inc..
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Ed Collins, Cfa holds Master Of Arts (M.A.), Economics & Finance from University Of Toronto.
Ed Collins, Cfa is listed with skills including Business Strategy, Portfolio Management, High Net Worth Individuals, New Business Development, Corporate Finance, Securities Regulation, Mergers, and Wealth Management.
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