
Charles-Andre Roy, CIM, CAIA
Investment Analyst

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About me
Senior Vice President at CBRE Canada
Education

Concordia University
2013 - 2016Bachelor's Degree Finance Major, Management Minor
Universidad Carlos III de Madrid
2015 - 2015Bachelor's Degree Accounting and Finance
Experience

Gestion TRI Inc.
May 2013 - Jun 2015Investment Analyst
Dynamic Funds
Jul 2015 - Nov 2015Financial Specialist
CBRE
Mar 2016 - May 2019Debt & Structured FinanceExecuted along with the Head of Debt & Structured Finance and National Investment Team over 30 real estate transactions totaling over $2.0 B in Eastern Canada. This comprised of the structuring and execution of equity and debt raising process from analytics, to Confidential Information Memorandum creation and coordination, up to market negotiations and closing processes.The program has helped private entities, family offices, funds, public companies and REITs to complete their real estate visions and directly benefited their growth and bottom line. Show less

CMLS Financial
May 2019 - Oct 2023Vice President
CBRE Canada
Oct 2023 - nowSenior Vice PresidentSenior Vice President of CBRE's Debt & Structured Finance team in the Province of Quebec. Supporting real estate owners and developers raise capital for all asset classes.
Licenses & Certifications

Wall Street Prep Certification
Wall Street PrepJan 2015
Chartered Alternative Investment Analyst
CAIA AssociationMar 2016.webp)
Canadian Securities Course
Canadian Securities Institute (CSI)Aug 2013.webp)
Investment Management Techniques
Canadian Securities Institute (CSI)Aug 2014.webp)
Partners, Directors & Senior Officers
Canadian Securities Institute (CSI)Jul 2016.webp)
Portfolio Management Techniques
Canadian Securities Institute (CSI)Jun 2015
Languages
- enEnglish
- frFrench
- spSpanish
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