Associate Portfolio Manager
Current
Aug 2021 - Present
AeroLeads people directory · profile
Hemal Vyas, Cfa Email & Phone Number
Associate Portfolio Manager
at
Provisus Wealth Management
1 work email found
@foyston.com
1 phone found area 289
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Portfolio Manager
Location
Toronto, Ontario, Canada
Company size
Who is Hemal Vyas, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Hemal Vyas, Cfa is listed as Associate Portfolio Manager at Provisus Wealth Management, a with 11 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at foyston.com, phone signal with area code 289, and a matched LinkedIn profile for Hemal Vyas, Cfa.
Hemal Vyas, Cfa previously worked as Client Service & Marketing Manager at Foyston, Gordon & Payne Inc. and Business Development & Client Relationship Manager, Sub-Advisory Client Services at Foyston, Gordon & Payne Inc.. Hemal Vyas, Cfa holds Honours, Business Administration; Finance from University Of Windsor.
Company email context
Email format at Provisus Wealth Management
This section adds company-level context without repeating Hemal Vyas, Cfa's masked contact details.
*@foyston.com
68% confidence
AeroLeads found 1 current-domain work email signal for Hemal Vyas, Cfa. Compare company email patterns before reaching out.
Profile bio
About Hemal Vyas, Cfa
A driven learner with over seven years of diverse experience for one of Canada’s largest boutique asset management firms; proven ability to adapt and take on challenges with enthusiasm; a flexible, team player with a record of progressing in prior positions; a collaborator with a keen spirit of resilience and versatility. Avid golfer.
Listed skills include Financial Analysis, Finance, Management, Team Leadership, and 24 others.
Current workplace
Hemal Vyas, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Provisus Wealth Management
8 roles
Hemal Vyas, Cfa work experience
A career timeline built from the work history available for this profile.
Client Service & Marketing Manager
- Primary point of contact for institutional, sub-advisory and high net-worth clients- Crafted recurring quarterly commentaries reviewing past fund performance and providing a market outlook - Identify and initiate portfolio rebalancing where necessary- Manage CRM Software, Satuit Technologies- Prepare KYC documentation for annual client reviews
Jan 2018 - May 2021
Business Development & Client Relationship Manager, Sub-Advisory Client Services
- Primary contact for Foyston's Sub-Advisory business, servicing the firms Separately Managed Accounts (SMA) sponsors, including; CIBC, Wood Gundy, TD Asset Management, BMO Private Investment Counsel and National Bank Wealth Management among others- Responsible for completing due-diligence questionnaires (DDQs), Requests for Information (RFIs) and Request for Proposals (RFQs)- Maintained consultant databases (eVestment Analytics, Thompson Reuters, AON)- Created SMA Fact Sheets- Scheduled quarterly and annual meetings among investment advisors across Canada
Jan 2014 - Jan 2018
Investment Operations Analyst
- Instructed Fixed Income desk on daily money market trades required- Reconciled daily cash movements, foreign exchange trades and a daily cash sweep- Conducted annual review of institutional and pooled fund performance, working closely with external auditors to present compliance with the CFA Institutes Global Investment Performance Standards (GIPS)- Designed key Investment Policy Guidelines (IPS) summary sheet for the firms Pooled Fund products which became a staple of the Investment Committees quarterly review- Voted proxy ballots at the direction of Portfolio Managers
Mar 2012 - Jan 2014
Portfolio Administrator
- Reviewed daily trading activity, ensuring model weights are within range- Processed SMA model changes, communicating changes to firm sponsors- Processed daily deposits, withdrawals and tax loss selling for manager trades, sub-advisory portfolios
Nov 2011 - Mar 2012
Business Consultant
May 2011 - Aug 2011
Project Manager- Finance
Apr 2010 - Apr 2011
Research Assistant
Dr. Rajeeva Sinha
Conducted research under the supervision of Dr. Rajeeva Sinha in the area of Impact Investing and Emerging Capital Markets
May 2011 - Aug 2011
Team & coworkers
Colleagues at Provisus Wealth Management
Other employees you can reach at provisus.ca. View company contacts for 11 employees →
KA
Keaton Ambridge
Colleague at Provisus Wealth ManagementToronto, Ontario, Canada
View →
ET
Elaine Thom
Colleague at Provisus Wealth ManagementErin, Ontario, Canada
View →
PS
Patrick Steane
Colleague at Provisus Wealth ManagementToronto, Ontario, Canada
View →
CM
Christine Mcinnes
Colleague at Provisus Wealth ManagementToronto, Ontario, Canada
View →
Keaton Ambridge
Colleague at Provisus Wealth ManagementToronto, Ontario, Canada
View →
ET
Elaine Thom
Colleague at Provisus Wealth ManagementErin, Ontario, Canada
View →
PS
Patrick Steane
Colleague at Provisus Wealth ManagementToronto, Ontario, Canada
View →
CM
Christine Mcinnes
Colleague at Provisus Wealth ManagementToronto, Ontario, Canada
View →
2 education records
Hemal Vyas, Cfa education
Honours, Business Administration; Finance
Education record
Cfa Institute
FAQ
Frequently asked questions about Hemal Vyas, Cfa
Quick answers generated from the profile data available on this page.
What company does Hemal Vyas, Cfa work for?
Hemal Vyas, Cfa works for Provisus Wealth Management.
What is Hemal Vyas, Cfa's role at Provisus Wealth Management?
Hemal Vyas, Cfa is listed as Associate Portfolio Manager at Provisus Wealth Management.
What is Hemal Vyas, Cfa's email address?
AeroLeads has found 1 work email signal at @foyston.com for Hemal Vyas, Cfa at Provisus Wealth Management.
What is Hemal Vyas, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 289 for Hemal Vyas, Cfa at Provisus Wealth Management.
Where is Hemal Vyas, Cfa based?
Hemal Vyas, Cfa is based in Toronto, Ontario, Canada while working with Provisus Wealth Management.
What companies has Hemal Vyas, Cfa worked for?
Hemal Vyas, Cfa has worked for Provisus Wealth Management, Foyston, Gordon & Payne Inc., Sife Windsor, and Dr. Rajeeva Sinha.
Who are Hemal Vyas, Cfa's colleagues at Provisus Wealth Management?
Hemal Vyas, Cfa's colleagues at Provisus Wealth Management include Keaton Ambridge, Elaine Thom, Patrick Steane, and Christine Mcinnes.
How can I contact Hemal Vyas, Cfa?
You can use AeroLeads to view verified contact signals for Hemal Vyas, Cfa at Provisus Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Hemal Vyas, Cfa attend?
Hemal Vyas, Cfa holds Honours, Business Administration; Finance from University Of Windsor.
What skills is Hemal Vyas, Cfa known for?
Hemal Vyas, Cfa is listed with skills including Financial Analysis, Finance, Management, Team Leadership, Analysis, Data Analysis, Microsoft Excel, and Bloomberg.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial