Tom Wilson, Cfa, Mfin Email & Phone Number

Toronto, Ontario, Canada

As a Vice President on the client service team, I focus on providing our existing clients with excellent service. I advise clients on their investment portfolio and work closely with Nexus’s wealth planners to help clients reach their financial goals and objectives. As part of the business development team, I am responsible for introducing the firm’s capabilities to new relationships. At Nexus, I work with a dedicated team which offers tailored wealth planning and investment management… Show more As a Vice President on the client service team, I focus on providing our existing clients with excellent service. I advise clients on their investment portfolio and work closely with Nexus’s wealth planners to help clients reach their financial goals and objectives. As part of the business development team, I am responsible for introducing the firm’s capabilities to new relationships. At Nexus, I work with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments. Show less

Toronto, Ontario, Canada

• Conduct proprietary macroeconomic, fixed income, and FX research used to determine asset allocation positioning and strategy for multi-asset class portfolios that have total assets under management (AUM) of over $43 billion• Utilize Bloomberg, Macrobond, Microsoft Excel and other financial software tools to perform research, build dashboards, and uncover investment ideas to be used by CIO and other members of investment committee

• Analyzed financial statements of prospective and portfolio companies to evaluate their ability to generate free cash flow, service debt obligations and meet contractual commitments• Generated proprietary credit research on Canadian and U.S. oil & gas companies, including capitalization and liquidity analysis, NPV reserve stress tests at different Brent/WTI prices, and profitability impact resulting from royalty and asset sales• Created comp tables and utilized analytics software and… Show more • Analyzed financial statements of prospective and portfolio companies to evaluate their ability to generate free cash flow, service debt obligations and meet contractual commitments• Generated proprietary credit research on Canadian and U.S. oil & gas companies, including capitalization and liquidity analysis, NPV reserve stress tests at different Brent/WTI prices, and profitability impact resulting from royalty and asset sales• Created comp tables and utilized analytics software and databases (e.g. Bloomberg) for credit and industry analysis, surveillance and portfolio reporting Show less

Toronto, Canada Area

• Support Wholesaler in the sales and marketing of mutual funds offered by CI Investments to financial advisors across Ontario• Execute proactive sales campaigns to promote CI’s product offerings to existing and potential clients• Manage client relationships by tracking activities through Salesforce in order to generate leads, market through multiple channels, and analyze sales territory• Provide regular and current market updates to advisors

15 York

• Serviced high net worth clients through membership of the Private Investment Management team• Responded to requests from financial advisors and clients regarding their mutual fund portfolios • Answered on average 100 inbound calls per day while maintaining a high score on call evaluations• Addressed customer service inquiries in a timely and accurate manner• Responsible for investigating and correcting account-related problems

• Member of QUAAF executive committee responsible for developing macroeconomic strategy for the fund • Lead team of five investment analysts, organize and run weekly macro team meetings, and prepare monthly economic brief distributed to all members of QUAAF

• Analyzed current macroeconomic trends in global financial markets and provided updates to analysts and portfolio managers on weekly team call• Researched and developed potential investment opportunities for macroeconomic sleeve of QUAAF

Minden Ontario

Toronto, Ontario

• Interned in the Value Engineering Department, which is responsible for capitalizing on extensive SAP benchmark data to identify potential business value opportunities in prospective clients.• Assisted the Department’s Principal with on-site client meetings to determine the pain-points within the client’s business operations and to tailor specific software solutions to each client’s particular needs.• Wrote over 50 SAP client success stories to be used internally as a reference… Show more • Interned in the Value Engineering Department, which is responsible for capitalizing on extensive SAP benchmark data to identify potential business value opportunities in prospective clients.• Assisted the Department’s Principal with on-site client meetings to determine the pain-points within the client’s business operations and to tailor specific software solutions to each client’s particular needs.• Wrote over 50 SAP client success stories to be used internally as a reference for all SAP employees. Show less

Toronto, Canada Area

• Handled daily reporting of cash management, treasury accounting and credit markets for the department and senior managers.• Assisted in the implementation of a new Treasury system. This included the parallel running of the old and new systems, and identifying and correcting discrepancies between the legacy and new systems.• Gained valuable learning regarding how the company managed cash holdings and financed daily operations through commercial paper and other funding sources.

Halifax, Canada Area

• Demonstrated a strong service attitude by assisting clients the Bank’s products and services.• Developed prospecting skills and took initiative to refer potential clients to management advisors.• Performed a variety of daily banking transactions with confidentiality and integrity, including large cash handling, wire transfers, bill payments, and foreign exchange.• Balanced accounts daily and completed the term with a 0% risk rating as a result of incurring no branch… Show more • Demonstrated a strong service attitude by assisting clients the Bank’s products and services.• Developed prospecting skills and took initiative to refer potential clients to management advisors.• Performed a variety of daily banking transactions with confidentiality and integrity, including large cash handling, wire transfers, bill payments, and foreign exchange.• Balanced accounts daily and completed the term with a 0% risk rating as a result of incurring no branch losses. Show less

Minden, Ontario

Master Of Finance, Finance, General

Activities and Societies: Chief Economist - Queen's University Alternative Asset Fund (QUAAF)

Chartered Financial Analyst

Bachelor Of Commerce, Finance

Activities and Societies: DURFC - Dalhousie University Rugby Football Club

Canadian Securities Course