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Sofia S. Assaf, Cfa, Frm Email & Phone Number

Chief Client Officer at Investment Management Corporation of Ontario (IMCO)
Location: Toronto, Ontario, Canada 6 work roles
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Current company
Investment Management Corporation of Ontario (IMCO)
Role
Chief Client Officer
Location
Toronto, Ontario, Canada
Company size
198 employees

Who is Sofia S. Assaf, Cfa, Frm? Overview

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Quick answer

Sofia S. Assaf, Cfa, Frm is listed as Chief Client Officer at Investment Management Corporation of Ontario (IMCO), a company with 198 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Sofia S. Assaf, Cfa, Frm.

Sofia S. Assaf, Cfa, Frm previously worked as Senior Vice President, Head of Client Relationship Management at Investment Management Corporation Of Ontario (Imco) and Vice President, Head of Client Service at Investment Management Corporation Of Ontario (Imco).

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Investment Management Corporation of Ontario (IMCO)

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About Sofia S. Assaf, Cfa, Frm

Sofia is an executive at the Investment Management Corporation of Ontario (IMCO) responsible for the ongoing client engagement, servicing, relationship management, and reporting to institutional clients. As the Chief Client Officer, Sofia has developed a strategic approach to a heightened client experience and fostering a client-focused approach organization-wide. She is also responsible for leading the development and implementation IMCO's new client growth and development strategy and cultivating new relationships with prospective investors and clients.Prior to joining IMCO, Sofia had established a career spanning 15 years at a large global investment consulting firm as the Director of Client Consulting and a senior investment consultant. In addition, Sofia has also previously worked at the Central Bank of Canada in the the Market Analysis & Oversight Group within the Financial Markets Department.Sofia holds a Bachelor of Commerce degree from the University of Toronto. She is a CFA charter holder and a member of the CFA Institute. Sofia has also earned the Financial Risk Manager (FRM) designation and is a member of the Global Association of Risk Professionals (GARP).Specialties: Client Growth and Business DevelopmentInvestment AdvisoryInvestment Strategy Investment Performance and Risk Management

Current workplace

Sofia S. Assaf, Cfa, Frm's current company

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Investment Management Corporation of Ontario (IMCO)
Investment Management Corporation Of Ontario (Imco)
Chief Client Officer
toronto, ontario, canada
Website
imcoinvest.com
Employees
198
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6 roles

Sofia S. Assaf, Cfa, Frm work experience

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Senior Vice President, Head Of Client Relationship Management

Investment Management Corporation Of Ontario (Imco)

Toronto, Ontario, Canada

Head of Client Relationship Management (CRM) team at IMCO, primarily responsiblefor establishing and maintaining strong partnerships with institutional clients. Strategic lead for our clients, ensuring pro-active engagement, timely and meaningful reporting and research, and accountable for triaging inquiries and managing communications with institutional.

Jan 2022 - Jun 2023

Director Of Client Consulting (Canada)

Mercer Investments

Toronto, Canada Area

Director of Client Consulting for Mercer’s Investments business in Canada and based in the Toronto office. Member of the Canadian Investments Leadership Team.As a senior consultant within the Investments business, Sofia partners with large institutional clients (in particular, DB pension plan sponsors) on various aspects of the investment advisory services.

Jan 2015 - Jun 2018

Principal And Senior Consultant

Mercer Investment Consulting

Toronto, Canada Area

Consult to pension, foundation, endowment and taxable corporate clients on various aspects of investment advisory services including: pension governance, investment strategy and policy formulation, portfolio construction, risk budgeting, manager structure, performance monitoring and evaluation, and investment manager search and selection. Member of the.

Jan 2005 - Dec 2014

Analyst (Financial Markets)

Bank Of Canada

Research analyst on the trading floor in the Market Analysis & Oversight Group within the Financial Markets Department.Monitored and reporting performance and trends within global equity, fixed income and currency markets, and prepared daily and weekly commentaries for Department management and the Bank of Canada's Governing Committees.

Jan 2003 - Dec 2004
Team & coworkers

Colleagues at Investment Management Corporation of Ontario (IMCO)

Other employees you can reach at imcoinvest.com. View company contacts for 198 employees →

AS Archit Sood, Cfa Archit Sood, Cfa Colleague at Investment Management Corporation Of Ontario (Imco)Greater Toronto Area, Canada, Canada View → JL Jason Liu, Cfa Jason Liu, Cfa Colleague at Investment Management Corporation Of Ontario (Imco)Toronto, Ontario, Canada, Canada View → KB Ken Bona Ken Bona Colleague at Investment Management Corporation Of Ontario (Imco)Toronto, Ontario, Canada, Canada View → JW Joseph Wong Joseph Wong Colleague at Investment Management Corporation Of Ontario (Imco)Greater Toronto Area, Canada, Canada View → HS Harshita Sharma Harshita Sharma Colleague at Investment Management Corporation Of Ontario (Imco)Toronto, Ontario, Canada, Canada View → EA Erika Agnew Cmp, Bcomm Erika Agnew Cmp, Bcomm Colleague at Investment Management Corporation Of Ontario (Imco)Brampton, Ontario, Canada, Canada View → AE Anastasia Elia, Cfa Anastasia Elia, Cfa Colleague at Investment Management Corporation Of Ontario (Imco)Toronto, Ontario, Canada, Canada View → PT Peter Todorov Peter Todorov Colleague at Investment Management Corporation Of Ontario (Imco)Toronto, Ontario, Canada, Canada View → JM Jarvis Mascarenhas Jarvis Mascarenhas Colleague at Investment Management Corporation Of Ontario (Imco)Mississauga, Ontario, Canada, Canada View → AY Alisa Yang Alisa Yang Colleague at Investment Management Corporation Of Ontario (Imco)Toronto, Ontario, Canada, Canada View →
FAQ

Frequently asked questions about Sofia S. Assaf, Cfa, Frm

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

What company does Sofia S. Assaf, Cfa, Frm work for?

Sofia S. Assaf, Cfa, Frm works for Investment Management Corporation of Ontario (IMCO).

What is Sofia S. Assaf, Cfa, Frm's role at Investment Management Corporation of Ontario (IMCO)?

Sofia S. Assaf, Cfa, Frm is listed as Chief Client Officer at Investment Management Corporation of Ontario (IMCO).

Where is Sofia S. Assaf, Cfa, Frm based?

Sofia S. Assaf, Cfa, Frm is based in Toronto, Ontario, Canada while working with Investment Management Corporation of Ontario (IMCO).

What companies has Sofia S. Assaf, Cfa, Frm worked for?

Sofia S. Assaf, Cfa, Frm has worked for Investment Management Corporation Of Ontario (Imco), Mercer Investments, Mercer Investment Consulting, and Bank Of Canada.

Who are Sofia S. Assaf, Cfa, Frm's colleagues at Investment Management Corporation of Ontario (IMCO)?

Sofia S. Assaf, Cfa, Frm's colleagues at Investment Management Corporation of Ontario (IMCO) include Archit Sood, Cfa, Jason Liu, Cfa, Ken Bona, Joseph Wong, and Harshita Sharma.

How can I contact Sofia S. Assaf, Cfa, Frm?

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