Experience & qualifications
MBA candidate with Canadian financial-services experience in securities transactions, investment operations and public-company research. Fluent in French and English.
Education
Toronto Metropolitan University — Ted Rogers School of Management
- Master of Business Administration (MBA), Finance focus — Expected 2028
- Bachelor of Commerce (Honours), Economics and Management Science — Jun 2024
Core Skills
Financial & Industry Analysis: Public-company and industry research, financial-statement interpretation, ratio analysis, WACC, public comparables and scenario analysis.
Markets, Clients & Judgment: Equities, fixed income, options, mutual funds, registered accounts, transaction review, compliance and cross-functional issue resolution.
Tools & Communication: Bloomberg Terminal; Microsoft Excel, PowerPoint and Word; French and English.
Professional Experience
BMO InvestorLine — Investment Specialist / Licensed Investment Representative
- Investigated complex account and trade issues and coordinated resolutions with compliance and operations.
- Managed time-sensitive client interactions involving complex investment-product questions.
- Executed and reviewed transactions across equities, fixed income, mutual funds, listed options and registered accounts.
- Selected to train and mentor five new employees in French and English.
Hillside Investment Group — Junior Analyst Intern
- Analyzed global public companies and industries using Bloomberg Terminal and Excel.
- Prepared company and industry updates on business drivers, catalysts, competition and downside considerations.
- Supported investment operations, trade settlement verification and compliance review.
Selected MBA Projects
Seafoam Materials — Ted Rogers MBA Case Competition
Developed and defended a national-expansion recommendation using financial, strategic and execution analysis, including WACC and public-company comparables.
AI, Knowledge Work & Business Decision-Making — Ted Rogers MBA
Evaluated generative AI in financial and managerial decision-making, with emphasis on evidence, assumptions and human accountability.
Credentials & Leadership
Canadian Securities Course (CSC); Conduct and Practices Handbook (CPH); Derivatives Fundamentals and Options Licensing Course; Bloomberg Market Concepts (BMC).