Habib Saikali, Cfa, Cpa, Cma Email and Phone Number
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Habib Saikali, Cfa, Cpa, Cma personal email
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Habib Saikali is Chief Investment Officer at IP Private Wealth, which is a Family Office—a team of wealth advisors that operates as a round-table board of advisors. Our 360° approach to examining your goals, wealth, and future needs is what makes us the first and only choice of family office for our clients. If you’ve been looking for a way to manage your wealth more effectively.Over 30 years of capital markets experience in the Mutual Fund, Brokerage, Investment Management Industries as well as corporate Treasury.Member of the CFA Institute and Ottawa CFA Society. Past President of Ottawa CFA Society from 2005-2006.Volunteered for our home hockey association as well as Make-A-Wish Foundation of Eastern Ontario and Candlelighters of Ottawa.Specialties: Portfolio Management, Risk Management, Financial Planning, Financial Analysis, Performance Measurement and Attribution Analysis, Client Relations
Ip Private Wealth
View- Website:
- ipstrategies.ca
- Employees:
- 9
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Chief Investment OfficerIp Private WealthOttawa, On, Ca
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Ottawa Investment Board MemberCity Of Ottawa / Ville D’Ottawa Jan 2024 - PresentOttawa, Ontario, CanadaAppointed Jan 11, 2024Duties of Ottawa Investment Board Member- Review and Recommend Amendments to SIP&P- Review of Investment Plan and approve Asset Mix, Benchmarks and Investment restrictions- Review Fees for OCIO and Investments Managers- Review Performance of Custodian- Review Performance of Investment Consultant- Conduct An External OCIO Review/Search as Required- Aid in Hiring of OCIO, Custodian for Externally Managed Funds, Investment Consultants, and External Legal counsel- Monitor Investment Portfolio Performance and Performance of OCIO- Review Investment Policy for Compliance- Review Performance of External Legal counsel -
Chief Investment OfficerIp Private Wealth Dec 2013 - PresentOttawa, OntarioMy responsibilities are to develop and implement investment strategies for client portfolios with various risk return profiles. We apply a disciplined and prudent approach to investing our clients’ wealth. Our focus is on companies with long term track records of paying and growing their dividends. Our institutional experience and approach to investment and risk management sets us apart from the traditional investment advisor.• Registered with the Ontario Securities Commission as an Advising Representative and Portfolio Manager, responsible for managing and overseeing $425M• Along with Richard Kluska, initiated application process to become and independent Investment Counsellor/Portfolio Management firm registered with the Ontario Securities Commission• Responsible for development and back testing of SMART BETA factor-based investment strategies for Canadian and US Equities using Morningstar CPMS and Morningstar Direct• Responsible for establishing and managing ETF Fixed Income and proxy Equity strategies for smaller accounts• Conduct weekly investment committee meetings• Developed sensitivity analysis for all portfolios as well as Real-time valuation models in Excel• Implemented investment modeling process to allow for scalability and efficiency of trading• Implemented HARMONY portfolio management system, by Infinite Investment Systems, for reporting, modeling and bulk trading• Responsible for re-balancing of all accounts and new money and overseeing 2 analysts/traders• Developed various marketing presentations and responsible for quarterly market outlooks • Present investment philosophy to prominent clients and prospects• Responsible for developing and implementing policies and strategies• Responsible for Due diligence on new product offerings and alternative fund managers• Initiated, launched and manage IP Diversified Alternative Fixed Income Fund, AUM $92M• Train and mentor analyst/traders• Responsible for various compliance oversight
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Investment Advisor, Hgs Wealth ManagementTd Waterhouse Private Investment Advice Sep 2011 - Dec 2013Ottawa, Canada AreaHGS Wealth Management provides a comprehensive and holistic approach to advising and managing the financial needs of busy wealthy clients with little time to manage their own financial matters. I provide PEACE of MIND to my clients; knowing they are in capable and professional hands and that their goals and dreams are on track. I am the Treasurer and Investment Manager for my clients.
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Senior Portfolio Manager, Fixed IncomeExport Development Canada Oct 2005 - Aug 2011Ottawa, Canada Area• Responsible for managing a USD$2.5 Billion fixed income portfolio (CAD & USD) within guidelines to maximize interest income over cost of funds and ensure sufficient liquidity• Responsible for annual review and modification of the Statement of Investment Policy for the Liquidity Portfolio• Developed trading , hedging and longer term tilt strategies for all portfolios utilizing Futures, interest rate and FX swaps• Involved with and implemented new liquidity policy and procedural limits• Monitor Liquidty position on a daily basis and stress test ensuring sufficient liquidity on hand• Developed liquidation strategy during market crisis in order to meet obligations• Provided weekly and quarterly forecasts and strategy updates to Management team• Establish and manage new and existing relationships with investment dealers for market reconnaissance • Synthesize market information (i.e. Credits, swaps, general market tone, demand etc.) • Establish and refine interest rate forecasts with team members• Lead the morning meetings in discussion of previous day activity and economic data• Systems used are Bloomberg, CMS Bond Edge and proprietary portfolio systems• Worked closely with Treasury Accounting and Financial Planning teams• Pension Working Group responsibilities include Money Manager Reviews and Interviews -
Portfolio Manager, FundingExport Development Canada Sep 2001 - Oct 2005Ottawa, Canada Area• Responsible for co-managing a multi-billion dollar funding program within prescribed Minister of Finance and Board approved borrowing parameters to minimize interest costs for EDC• Developed annual strategy which identified markets to issue in and associated costs, • Provided quarterly strategy updates to members of the Executive Management team and ALCO• Negotiated price, term and execute structured and public debt transactions/interest rate swaps to ensure EDC's AAA credit was properly valued• Establish and manage new and existing relationships with investment dealers for market reconnaissance and to facilitate debt issuance.
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Vice President, Performance And Risk AnalysisMaxxum Fund Management Inc. Jan 2001 - Aug 2001Toronto, Ontario• Registered with the OSC as a Senior Investment Counselor/Portfolio Manager• Established performance and risk analysis department • Developed Monthly and Quarterly performance and risk analysis reports of funds • Development and back-testing investment strategies for mutual funds
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Portfolio ManagerScotia Cassels Investment Counsel Limited Jan 2000 - Dec 2000Ottawa, Ontario• Registered with the OSC as a Senior Investment Counselor/Portfolio Manager responsible for over $200 Million of High Net Worth client accounts• Quarterly Review of Investment, Trust and Estate Portfolios on a Discretionary and Non-Disrectionary basis
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Vp Investment Management And ResearchAlpha Strategic Partners Ltd. Sep 1997 - Sep 1999Toronto, Ontario• Registered with the OSC as a Senior Investment Counselor/Portfolio Manager • Started up asset management department• Developed and back-tested quantitative investment strategies for equity mutual funds• Lead Manager for the Alpha Quantitative Value Fund and Alpha Money Market Fund• Evaluation and selection of external money managers
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Financial Services Equity AnalystScotia Capital Nov 1996 - Aug 1997Toronto, Ontario• Assisted in researching and analyzing Canadian Banks• Responsible for researching and initiating coverage of Public Mutual Fund companies• Responsible for modeling and forecasting earnings of companies in Financial Services sector -
Senior Financial Analyst20/20 Group Financial Sep 1989 - Oct 1996Toronto, Canada Area• Responsible for treasury functions: budgeting, debt management and short term investments• Implemented Performance Attribution and Measurement reporting on mutual funds• Member of Investment Committee responsible for Managers Performance Reviews• Involved in quarterly Industry Analyst meetings and discussions, Investor Relations• Involved with special projects (i.e. IPO, M&A, Capital Structure Analysis)
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AccountantMcintyre And Mclarty Sep 1988 - Jun 1989Ottawa, Canada Area- Prepared monthly and quarterly financial statements for small business clients.- Involved in annual financial audits
Habib Saikali, Cfa, Cpa, Cma Skills
Habib Saikali, Cfa, Cpa, Cma Education Details
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Investments And Finance -
Finance And Accounting
Frequently Asked Questions about Habib Saikali, Cfa, Cpa, Cma
What company does Habib Saikali, Cfa, Cpa, Cma work for?
Habib Saikali, Cfa, Cpa, Cma works for Ip Private Wealth
What is Habib Saikali, Cfa, Cpa, Cma's role at the current company?
Habib Saikali, Cfa, Cpa, Cma's current role is Chief Investment Officer.
What is Habib Saikali, Cfa, Cpa, Cma's email address?
Habib Saikali, Cfa, Cpa, Cma's email address is ha****@****ers.com
What is Habib Saikali, Cfa, Cpa, Cma's direct phone number?
Habib Saikali, Cfa, Cpa, Cma's direct phone number is (604) 659*****
What schools did Habib Saikali, Cfa, Cpa, Cma attend?
Habib Saikali, Cfa, Cpa, Cma attended University Of Virginia, Carleton University.
What are some of Habib Saikali, Cfa, Cpa, Cma's interests?
Habib Saikali, Cfa, Cpa, Cma has interest in Children, Education, Health.
What skills is Habib Saikali, Cfa, Cpa, Cma known for?
Habib Saikali, Cfa, Cpa, Cma has skills like Financial Analysis, Strategic Financial Planning, Risk Management, Investment Management, Capital Markets, Investment Strategies, Fixed Income, Investments, Portfolio Management, Alternative Investments, Equities, Financial Modeling.
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