Kyle Scopie, Cfa
AeroLeads people directory · profile

Kyle Scopie, Cfa Email & Phone Number

Private Wealth Business Partner at IPC at Investment Planning Counsel
Location: Toronto, Ontario, Canada 8 work roles 2 schools
1 work email found @orbitalcap.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@orbitalcap.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Investment Planning Counsel
Role
Private Wealth Business Partner at IPC
Location
Toronto, Ontario, Canada
Company size
1047 employees

Who is Kyle Scopie, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Kyle Scopie, Cfa is listed as Private Wealth Business Partner at IPC at Investment Planning Counsel, a company with 1047 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at orbitalcap.com and a matched LinkedIn profile for Kyle Scopie, Cfa.

Kyle Scopie, Cfa previously worked as Private Wealth Business Partner at Investment Planning Counsel and Member Board of Directors at Portland Alternative Investments Association. Kyle Scopie, Cfa holds Bachelor Of Business Administration (Bba), Finance, General, With High Distinction from Wilfrid Laurier University.

Company email context

Email format at Investment Planning Counsel

This section adds company-level context without repeating Kyle Scopie, Cfa's masked contact details.

{first}@orbitalcap.com
86% confidence

AeroLeads found 1 current-domain work email signal for Kyle Scopie, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Kyle Scopie, Cfa

As an experienced portfolio manager & CFA Charterholder, I have gained extensive expertise in conducting research and analyzing a diverse range of quantitative trading strategies relating to equities, volatility and commodities. Additionally, I have honed my interpersonal skills by engaging with existing and potential clients via various communication channels, including email, phone and in-person meetings. Moreover, my experience at a small fund has equipped me with the skills to effectively manage all day-to-day operations of the business, including brainstorming and prioritizing project items, developing Python code for analysis / execution and implementing new features in our trader via LabVIEW.Risk management is, and continues to be, a vital component of any asset manager’s playbook and my tenure in risk management has been instrumental for my role at Orbital. To ensure adequate risk management practices were followed, I developed a dashboard that allowed us to analyze the current risks and identify areas of the greatest concern that might exceed our pre-defined thresholds. To balance the risk analysis, I integrated all the stock and ETF exposures, categorized by risk categories including, but not limited to, treasuries, oil, miners and agriculture, to determine where we should expect returns based on our current exposure alongside the likelihood of achieving them.I have consistently demonstrated my commitment to excellence, evident in my academic achievements, including a 4.0 GPA from university and being a recipient of the Alumni Gold Medal. In addition, I have successfully completed all three CFA exams on my initial attempts, underscoring my unwavering commitment to ongoing learning and career advancement.

Listed skills include Leadership, Public Speaking, Accounting, Microsoft Powerpoint, and 21 others.

Current workplace

Kyle Scopie, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Investment Planning Counsel
Investment Planning Counsel
Private Wealth Business Partner at IPC
mississauga, ontario, canada
Website
ipcc.ca
Employees
1047
AeroLeads page
Company profile
View company profile Email format
8 roles

Kyle Scopie, Cfa work experience

A career timeline built from the work history available for this profile.

Member Board Of Directors

Current
Portland Alternative Investments Association

Portland, Oregon, United States

- Coordinate monthly networking events in Portland for Alternative Asset Managers- Responsible for maintaining and updating the website on Wix (https://www.portlandaia.org/)- Facilitate communications between the Board and members to advise on monthly events or co-sponsored events for PAIA members

Mar 2022 - Present

Portfolio Manager

Orbital Capital

Portland, Oregon, United States

- Conducted rigorous fundamental analysis of equity & energy trading strategies- Conducted quantitative analysis to capture volatility on equity, commodity and crypto strategies- Performed market research to identify new trends, opportunities or investment strategies- Use of valuation models such as DCF, comparables, EBITDA or ratios to determine.

Oct 2021 - Aug 2024

Counterparty Credit Risk - Analyst

Td Securities

Toronto, Ontario, Canada

- Promoted to Risk Analyst for work on Quebec Munis Project- Monitored settlement risk for TD Securities' FX and Metals businesses, conducting investigations into potential breaches and escalating as needed based on a rigorous assessment of each case's validity.Skills Acquired: Communication, Investigation, Analytical Thinking, Multi-tasking, Coding.

Mar 2021 - Oct 2021

Market Risk Control - Associate

Td Securities

Toronto, Ontario, Canada

- Contributed to managing the XVa business by overseeing the implementation of various projects and initiatives, leveraging my expertise to ensure their success.- Played a pivotal role in developing credit curves used for security adjustments, including CVA, DVA, FVA, MVA, and other critical factors.Skills Acquired: Leadership, Analytical Thinking.

Aug 2020 - Mar 2021

Counterparty Credit Risk - Associate

Td Securities

Toronto, Ontario, Canada

- Assumed responsibility for monitoring approximately 30 policies across TD Securities, pertaining to a diverse range of product types, on a daily basis. These included derivatives (e.g., swaps, futures, options - IR, FX, equity, etc.), bonds (e.g., government, municipal, corporate, subordinate, convertible, etc.), mortgages/MBS (e.g., residential.

Feb 2020 - Aug 2020

Global Equity Derivatives - Risk & Valuations Associate

Td Securities

Toronto, Ontario, Canada

- Assumed responsibility for monitoring the daily P&L and risk of the Equity Desk, which encompassed a range of portfolios, including DRIPs, CAD Equity Futures Desk, CAD Swaps Desk, and automated trading strategies.Skills Acquired: Investigation, Coding (Python and VBA), Communication, Business KnowledgeBiggest Accomplishments:- Developed an automated.

Aug 2019 - Feb 2020

Governance & Metrics - Summer Associate

Td Securities

Toronto, Ontario, Canada

- Assumed responsibility for monitoring the Risk Department to identify any potential gaps, including but not limited to system issues, governance issues, and audit issues.- Presented monthly findings to senior management to facilitate the closure of identified gaps.Skills Acquired: Investigation, Coding (Python, VBA, and SQL), Communication, Presentation.

May 2018 - Aug 2018
Team & coworkers

Colleagues at Investment Planning Counsel

Other employees you can reach at ipcc.ca. View company contacts for 1047 employees →

BL Brynn Liverpool Brynn Liverpool Colleague at Investment Planning CounselCanada, Canada View → PP Phil Plona, Cfp Phil Plona, Cfp Colleague at Investment Planning CounselCanada, Canada View → JS Jason Simpson Cfp® Cim® Jason Simpson Cfp® Cim® Colleague at Investment Planning CounselCanada, Canada View → TB Tammy Birtley Tammy Birtley Colleague at Investment Planning CounselAlliston, Ontario, Canada, Canada View → EB Edward Baartman Edward Baartman Colleague at Investment Planning CounselCity Of Langley, British Columbia, Canada, Canada View → JT Judi Thiessen Acs Aiaa Judi Thiessen Acs Aiaa Colleague at Investment Planning CounselRegina, Saskatchewan, Canada, Canada View → SD Sarah Di Cicco Sarah Di Cicco Colleague at Investment Planning CounselPasadena, California, United States, United States View → MB Marie-Josee Baril Marie-Josee Baril Colleague at Investment Planning CounselMontreal, Quebec, Canada, Canada View → SR Scott Rizzuto, Cfp®, Cim® Scott Rizzuto, Cfp®, Cim® Colleague at Investment Planning CounselGrimsby, Ontario, Canada, Canada View → MM Mike Mollica, Cfp,Clu,Cim,Fea Mike Mollica, Cfp,Clu,Cim,Fea Colleague at Investment Planning CounselBurnaby, British Columbia, Canada, Canada View →
2 education records

Kyle Scopie, Cfa education

Bachelor Of Business Administration (Bba), Finance, General, With High Distinction

Wilfrid Laurier University

Graduated with High Distinction & Recipient of Alumni Gold Medal (4.0 GPA)

High School Diploma - Honours

Markham District High School

Activities and Societies: DECA Ontario (2012 - 2015) Advanced Math, Business, Accounting, Economics

FAQ

Frequently asked questions about Kyle Scopie, Cfa

Quick answers generated from the profile data available on this page.

What company does Kyle Scopie, Cfa work for?

Kyle Scopie, Cfa works for Investment Planning Counsel.

What is Kyle Scopie, Cfa's role at Investment Planning Counsel?

Kyle Scopie, Cfa is listed as Private Wealth Business Partner at IPC at Investment Planning Counsel.

What is Kyle Scopie, Cfa's email address?

AeroLeads has found 1 work email signal at @orbitalcap.com for Kyle Scopie, Cfa at Investment Planning Counsel.

Where is Kyle Scopie, Cfa based?

Kyle Scopie, Cfa is based in Toronto, Ontario, Canada while working with Investment Planning Counsel.

What companies has Kyle Scopie, Cfa worked for?

Kyle Scopie, Cfa has worked for Investment Planning Counsel, Portland Alternative Investments Association, Orbital Capital, and Td Securities.

Who are Kyle Scopie, Cfa's colleagues at Investment Planning Counsel?

Kyle Scopie, Cfa's colleagues at Investment Planning Counsel include Brynn Liverpool, Phil Plona, Cfp, Jason Simpson Cfp® Cim®, Tammy Birtley, and Edward Baartman.

How can I contact Kyle Scopie, Cfa?

You can use AeroLeads to view verified contact signals for Kyle Scopie, Cfa at Investment Planning Counsel, including work email, phone, and LinkedIn data when available.

What schools did Kyle Scopie, Cfa attend?

Kyle Scopie, Cfa holds Bachelor Of Business Administration (Bba), Finance, General, With High Distinction from Wilfrid Laurier University.

What skills is Kyle Scopie, Cfa known for?

Kyle Scopie, Cfa is listed with skills including Leadership, Public Speaking, Accounting, Microsoft Powerpoint, R (Programming Language, Vba Excel, Investments, and Communication.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.