Stephan Cantanna, Mmie, Cim® Email & Phone Number
@ipcc.ca
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Who is Stephan Cantanna, Mmie, Cim®? Overview
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Stephan Cantanna, Mmie, Cim® is listed as Manager Business Architecture at Canada Life, a company with 13108 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a work email signal at ipcc.ca and a matched LinkedIn profile for Stephan Cantanna, Mmie, Cim®.
Stephan Cantanna, Mmie, Cim® previously worked as Platform Product Director at Investment Planning Counsel and Platform Product Manager at Investment Planning Counsel. Stephan Cantanna, Mmie, Cim® holds Master Of Management, Innovation & Entrepreneurship, 4.09 from Smith School Of Business At Queen'S University.
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About Stephan Cantanna, Mmie, Cim®
Wealth Management (WM) is undergoing profound change. New consumer preferences and digital models, as well as demographic, macroeconomic, regulatory and competitive trends have come together to transform the WM experience for Advisors and Investors alike. The depth of disruptive innovation and the speed of fundamental shifts across the wealth management industry are re-shaping the future of financial advice, and setting a new expectation moving forward. I believe that adapting to this change, when combined with discipline and listening to Advisor and Investor feedback, drives a winning formula for all stakeholders. As one of four millennial panelists at InvestorCOM's (2019) annual conference discussing the challenges and desired state of Financial Services 2030 and a Finalist at IGM Financials 48-hour hackathon (2019) pitching innovative solutions to cross-company employee related challenges, I've established great interest in wealth management disruption, technology, and innovation over the last several years. Having graduated from McMaster University's Commerce (Honours) program in 2015, recently completing my CIM designation and currently enrolled in Queen's University's Master of Management Innovation & Entrepreneurship (MMIE) program beginning in the summer of 2023, I'm excited to be a contributor to the evolution of Financial Services in the Canadian marketplace. Recently recognized (October 2022) as an Under-35 Rising Star by Wealth Professional Canada and IGM Marketing Partner of the Year for my contribution to IPC One as the Platform Product Manager, I have the privilege of working with IPC business leaders, Advisors and Portfolio Managers to implement strategies and programs to continuously enhance our integrated digital platform. By prioritizing, supporting and executing platform initiatives, I ensure leading-edge solutions to Advisors and Investors. Rising Star Nomination: https://www.wealthprofessional.ca/news/industry-news/revealed-wealth-professionals-rising-stars-2022/370967For anyone looking to discuss my journey, or to have an open discussion on Wealth Management innovation, please feel free to reach out to me directly.
Listed skills include Microsoft Office, Microsoft Excel, Communication, Research, and 36 others.
Stephan Cantanna, Mmie, Cim®'s current company
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Stephan Cantanna, Mmie, Cim® work experience
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Platform Product Director
Current
Platform Product Manager
- Lead the implementation as Product Owner of IPCs digital enterprise platform that continues to evolve and is integrated with other state of the art fintech solutions available in the market
- Work with IPC business leaders, Portfolio Managers and Advisors to implement strategies and programs to continuously enhance the platform
- Prioritizes, supports and executes platform initiatives to ensure leading-edge solutions to Advisors and Clients
Associate Product Manager
- Invited early stage to be part of a curated team to assess the viability of the IPC One program and its opportunity to generate enterprise value
- Collaborated with the IPC One team to implement a platform delivery model for Portfolio Managers to manage their practice more efficiently through 'Managed Portfolios'
- Worked with key internal stakeholders to develop the product roadmap and lead a cross-functional team in the implementation of a digital portfolio construction and trading software
Performance & Reporting Analyst
- Support the CIO with strategic oversight, due diligence and portfolio management of the Investment Planning Counsel (IPC) and IPC Private Wealth investment solutions.
- Maintained various databases and platforms, including Morningstar Direct, to generate reporting for portfolios, underlying investment mandates and competitive analyses.
- Partner with Marketing and IT to automate client facing reports such as portfolio reviews, quarterly investment reviews, and at-a-glance reports
Private Wealth Associate
- Day-to-day trade execution and ongoing portfolio management review of IPC Private Wealth's fee-based, managed accounts
- Implemented a $50 million overlay PM fixed-income trade, replacing RBC Laddered ETFs with individual bond holdings across eight SMA portfolios.
- Coordinated $85 million in tax-loss harvesting trades and realized $10.5 in losses during Q4 2018 market volatility, delivering on PW's commitment of ongoing client account tax management.
Compliance Support Associate
- Actively involved in the administration and coordination of AML/Privacy training courses with IPC Head Office, branch financial advisors and support staff.
- Dedicated point of contact for investigating Head Office and in-branch privacy incidents and identify measures to mitigate future occurrences
- Conduct PEP/PEFP screening through FINSCAN as part of IPC’s regulatory commitment to identify clients who pose an AML/ATF threat.
Colleagues at Canada Life
Other employees you can reach at canadalife.com. View company contacts for 13108 employees →
Bruce Derbyshire
Colleague at Canada LifeSurrey, British Columbia, Canada, Canada
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Alyssa Wolfe
Colleague at Canada LifeLondon, Ontario, Canada, Canada
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Peggy Freeman
Colleague at Canada LifeCanada, Canada
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LJ
Linda Jongeneelen
Colleague at Canada LifeLondon, Ontario, Canada, Canada
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KG
Khushbu Gosai
Colleague at Canada LifeMontreal, Quebec, Canada, Canada
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TG
Tristan Gerard Hornilla
Colleague at Canada LifeWinnipeg, Manitoba, Canada, Canada
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BB
Bhaskar Barua
Colleague at Canada LifeToronto, Ontario, Canada, Canada
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DC
Danielle Chevannes
Colleague at Canada LifeNorth York, Ontario, Canada, Canada
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CW
Cathy Weaver
Colleague at Canada LifeLondon, Ontario, Canada, Canada
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PD
Priya Darshini
Colleague at Canada LifeBengaluru, Karnataka, India, India
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Stephan Cantanna, Mmie, Cim® education
Master Of Management, Innovation & Entrepreneurship, 4.09
Honours Bachelor Of Commerce (Bcomm), Finance, General
Frequently asked questions about Stephan Cantanna, Mmie, Cim®
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What company does Stephan Cantanna, Mmie, Cim® work for?
Stephan Cantanna, Mmie, Cim® works for Canada Life.
What is Stephan Cantanna, Mmie, Cim®'s role at Canada Life?
Stephan Cantanna, Mmie, Cim® is listed as Manager Business Architecture at Canada Life.
What is Stephan Cantanna, Mmie, Cim®'s email address?
AeroLeads has found 1 work email signal at @ipcc.ca for Stephan Cantanna, Mmie, Cim® at Canada Life.
Where is Stephan Cantanna, Mmie, Cim® based?
Stephan Cantanna, Mmie, Cim® is based in Mississauga, Ontario, Canada while working with Canada Life.
What companies has Stephan Cantanna, Mmie, Cim® worked for?
Stephan Cantanna, Mmie, Cim® has worked for Canada Life and Investment Planning Counsel.
Who are Stephan Cantanna, Mmie, Cim®'s colleagues at Canada Life?
Stephan Cantanna, Mmie, Cim®'s colleagues at Canada Life include Bruce Derbyshire, Alyssa Wolfe, Peggy Freeman, Linda Jongeneelen, and Khushbu Gosai.
How can I contact Stephan Cantanna, Mmie, Cim®?
You can use AeroLeads to view verified contact signals for Stephan Cantanna, Mmie, Cim® at Canada Life, including work email, phone, and LinkedIn data when available.
What schools did Stephan Cantanna, Mmie, Cim® attend?
Stephan Cantanna, Mmie, Cim® holds Master Of Management, Innovation & Entrepreneurship, 4.09 from Smith School Of Business At Queen'S University.
What skills is Stephan Cantanna, Mmie, Cim® known for?
Stephan Cantanna, Mmie, Cim® is listed with skills including Microsoft Office, Microsoft Excel, Communication, Research, Public Speaking, Portfolio Management, Trading, and Due Diligence.
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