Taylor Servais, Cfa, Cpa

Taylor Servais, Cfa, Cpa Email and Phone Number

Director, Investments @ University of Ottawa
Ottawa, ON, CA
Taylor Servais, Cfa, Cpa's Location
Ottawa, Ontario, Canada, Canada
Taylor Servais, Cfa, Cpa's Contact Details

Taylor Servais, Cfa, Cpa work email

Taylor Servais, Cfa, Cpa personal email

About Taylor Servais, Cfa, Cpa

Entrepreneurial private markets investment professional with experience selecting and monitoring external investment managers, developing and implementing investment strategies, and proactively identifying risks and opportunities in the market.

Taylor Servais, Cfa, Cpa's Current Company Details
University of Ottawa

University Of Ottawa

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Director, Investments
Ottawa, ON, CA
Taylor Servais, Cfa, Cpa Work Experience Details
  • University Of Ottawa
    Director, Investments
    University Of Ottawa
    Ottawa, On, Ca
    View
  • University Of Ottawa
    Director, Investments
    University Of Ottawa May 2023 - Present
    Ottawa, Ontario, Canada
    Responsible for strategy, oversight and management of the Real Assets portfolio for the University’s Endowment and Pension Plan.
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  • Safe Storage Cornwall
    Founder
    Safe Storage Cornwall Jul 2019 - Present
    Rezoned and entitled land to develop a self storage business.
    View
  • Canada Mortgage And Housing Corporation (Cmhc) Société Canadienne D'Hypothèques Et De Logement(Schl)
    Senior Specialist, Private Market Investments
    Canada Mortgage And Housing Corporation (Cmhc) Société Canadienne D'Hypothèques Et De Logement(Schl) Mar 2016 - Apr 2023
    Assistant portfolio manager role originating and triaging investments, leading due diligence, negotiating legal documentation, and managing a real estate portfolio of direct properties and commingled funds.Delivered a top quartile 4-year real estate equity return among PIAC members for the period ending 2022 despite having no Canadian residential exposure and a significant core/core-plus tilt to the portfolio.Led the global real estate portfolio’s growth from 0% to 5.5% of the Pension Fund’s net assets.Oversaw a portfolio of direct properties valued in excess of $450 million. Experience in agriculture, private debt, and private equity portfolio construction, due diligence, and investment manager selection.
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  • Canada Mortgage And Housing Corporation (Cmhc) Société Canadienne D'Hypothèques Et De Logement(Schl)
    Credit Analyst, Risk Management
    Canada Mortgage And Housing Corporation (Cmhc) Société Canadienne D'Hypothèques Et De Logement(Schl) May 2014 - Mar 2016
    Ottawa, On
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  • Logan Katz Llp, Chartered Accountants
    Staff Accountant
    Logan Katz Llp, Chartered Accountants Jan 2012 - Aug 2013
    Ottawa, On
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Taylor Servais, Cfa, Cpa Skills

Financial Accounting Finance Financial Analysis Accounting Financial Reporting Corporate Tax Teamwork Bookkeeping Internal Controls Income Tax Account Reconciliation Auditing Quickbooks Gaap Financial Statements Tax Credit Risk Real Estate Time Management

Taylor Servais, Cfa, Cpa Education Details

Frequently Asked Questions about Taylor Servais, Cfa, Cpa

What company does Taylor Servais, Cfa, Cpa work for?

Taylor Servais, Cfa, Cpa works for University Of Ottawa

What is Taylor Servais, Cfa, Cpa's role at the current company?

Taylor Servais, Cfa, Cpa's current role is Director, Investments.

What is Taylor Servais, Cfa, Cpa's email address?

Taylor Servais, Cfa, Cpa's email address is ts****@****ail.com

What schools did Taylor Servais, Cfa, Cpa attend?

Taylor Servais, Cfa, Cpa attended University Of Ottawa / Université D'ottawa.

What skills is Taylor Servais, Cfa, Cpa known for?

Taylor Servais, Cfa, Cpa has skills like Financial Accounting, Finance, Financial Analysis, Accounting, Financial Reporting, Corporate Tax, Teamwork, Bookkeeping, Internal Controls, Income Tax, Account Reconciliation, Auditing.

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