Chad Messier, Cfa Email & Phone Number
@mackenzieinvestments.com
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Who is Chad Messier, Cfa? Overview
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Chad Messier, Cfa is listed as Director, Product Development at Mackenzie Investments at Mackenzie Investments, a with 1243 employees, based in Greater Toronto Area, Canada. AeroLeads shows a work email signal at mackenzieinvestments.com and a matched LinkedIn profile for Chad Messier, Cfa.
Chad Messier, Cfa previously worked as Director, Product Development at Mackenzie Investments and Portfolio Management | Investment & Advisory Solutions (ScotiaMcLeod) at Scotiabank. Chad Messier, Cfa holds Master Of Business Administration (Mba), Finance from York University - Schulich School Of Business.
Email format at Mackenzie Investments
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AeroLeads found 1 current-domain work email signal for Chad Messier, Cfa. Compare company email patterns before reaching out.
About Chad Messier, Cfa
Canadian investment professional with global experience -
Listed skills include Mutual Funds, Portfolio Management, Investments, Equities, and 29 others.
Chad Messier, Cfa's current company
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Chad Messier, Cfa work experience
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Portfolio Management | Investment & Advisory Solutions (Scotiamcleod)
Investment Product Development (Scotia Asset Management)
Product Management
Investment Manager Selection And Managed Assets
Responsible for providing Investment Manager Research within TDAM Investment Risk group, which is the center of excellence and subject matter experts relating to all managed investment research for TD Wealth. The Investment Manager Research team is responsible and accountable for investment manager selection, monitoring and oversight, as well as providing thought leadership in support of TD Private Wealth Management and its clients. Investment solutions covered include third-party mutual funds, separately managed accounts ("SMA"), exchange traded funds, alternative investments and sub-advisory relationships.
Private Equity Associate
• Analyzed and researched new investment opportunities and deals of US$50 - 200 million for private equity• Developed financial models to value and assess the key value drivers of businesses and industries• Conducted the sourcing of new deals through industry research and screening of company comparables• Created screening presentations and detailed memorandums for senior partners on potential investment targets
Investment Consultant / Asset Allocator
• Performed portfolio manager due diligence, fund and asset class research, competitive analysis, and portfolio solutions support related to mutual funds and portfolios, within the asset management business • Provided Investment consulting and Investment research to institutional clients. Researched and selected US Equity funds, Sector funds and thematic funds. Covered around 20-25 funds worth 5bn in AUM• Travelled and met one-on-one with portfolio managers that managed between 10-50bn • Analyzed investments and recommended investment ideas to the portfolio management• Developed model portfolio reports by providing market outlook, detailed portfolio analysis and performance attribution. Responsible for research and report of macro-economic team• Led of business expansion of investment services in Dubai. • Mentored interns on fundamental analysis
Investment Associate
• Developed and increased a portfolio by advising high-net-worth clients (500 000$ threshold)• Provided tax planning and pension advice. Top-ranked advisor (winner of RRSP campaign with 1mil$ inflow)• Established client confidence and trust while offering financial planning services
Colleagues at Mackenzie Investments
Other employees you can reach at mackenzieinvestments.com. View company contacts for 1243 employees →
Anthony Bah
Colleague at Mackenzie InvestmentsGreater Toronto Area, Canada
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Huu Quach
Colleague at Mackenzie InvestmentsToronto, Ontario, Canada
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Dario Bucci, Cfa
Colleague at Mackenzie InvestmentsGreater Montreal Metropolitan Area, Canada
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Anum Bajwa
Colleague at Mackenzie InvestmentsGreater Toronto Area, Canada
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Brittany Banfill
Colleague at Mackenzie InvestmentsCalgary, Alberta, Canada
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JB
Jack Bilalian, Cfa
Colleague at Mackenzie InvestmentsToronto, Ontario, Canada
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Anthony Gomes
Colleague at Mackenzie InvestmentsToronto, Ontario, Canada
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Joe Riccio
Colleague at Mackenzie InvestmentsCanada
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Marisa Ruggieri-Thomas
Colleague at Mackenzie InvestmentsToronto, Ontario, Canada
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Chicken Vicknes
Colleague at Mackenzie InvestmentsToronto, Ontario, Canada
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Chad Messier, Cfa education
Master Of Business Administration (Mba), Finance
Bachelor Of Business Administration - Bba, Finance And Economics
Exchange Program
Education record
Frequently asked questions about Chad Messier, Cfa
Quick answers generated from the profile data available on this page.
What company does Chad Messier, Cfa work for?
Chad Messier, Cfa works for Mackenzie Investments.
What is Chad Messier, Cfa's role at Mackenzie Investments?
Chad Messier, Cfa is listed as Director, Product Development at Mackenzie Investments at Mackenzie Investments.
What is Chad Messier, Cfa's email address?
AeroLeads has found 1 work email signal at @mackenzieinvestments.com for Chad Messier, Cfa at Mackenzie Investments.
Where is Chad Messier, Cfa based?
Chad Messier, Cfa is based in Greater Toronto Area, Canada while working with Mackenzie Investments.
What companies has Chad Messier, Cfa worked for?
Chad Messier, Cfa has worked for Mackenzie Investments, Scotiabank, Invesco Ltd., Td Asset Management, and Brookfield Asset Management.
Who are Chad Messier, Cfa's colleagues at Mackenzie Investments?
Chad Messier, Cfa's colleagues at Mackenzie Investments include Anthony Bah, Huu Quach, Dario Bucci, Cfa, Anum Bajwa, and Brittany Banfill.
How can I contact Chad Messier, Cfa?
You can use AeroLeads to view verified contact signals for Chad Messier, Cfa at Mackenzie Investments, including work email, phone, and LinkedIn data when available.
What schools did Chad Messier, Cfa attend?
Chad Messier, Cfa holds Master Of Business Administration (Mba), Finance from York University - Schulich School Of Business.
What skills is Chad Messier, Cfa known for?
Chad Messier, Cfa is listed with skills including Mutual Funds, Portfolio Management, Investments, Equities, Asset Management, Fixed Income, Capital Markets, and Languages.
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