Matthew Dennis, CIM

Intern - Finance & Strategy

3000 followers

Toronto, Ontario, Canada

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Timeline
About me
Lead Portfolio Manager, Multi Asset Class Mandates at Cidel
Education
- Canadian Securities Institute
  2019 - 2020
  Chartered Investment Manager (CIM®) Designation
- Brown University
  2005 - 2009
  BA Economics
  Activities and Societies: Delta Tau Fraternity (President), Club Hockey (Co-Captain)
- Upper Canada College
  1999 - 2005
  International Baccalaureate (IB) Program High School Diploma
  Activities and Societies: Varsity Soccer (National Champions) IB Diploma, General Proficiency Award, Prefect Program
Experience
- Achievers (formerly I Love Rewards)
  Jan 2007 - Jan 2007
  Intern - Finance & Strategy
- Kaiser Associates
  Jun 2008 - Aug 2008
  Summer Associate Consultant
- Optima Fund Management
  May 2009 - Apr 2018
  - Vice President
    Oct 2017 - Apr 2018
  - Associate Vice President
    Jul 2015 - Oct 2017
  - Senior Research Analyst
    Mar 2012 - Jul 2015
  - Research Analyst
    May 2009 - Feb 2012
- Cidel
  May 2018 - now
  - Lead Portfolio Manager, Multi Asset Class Mandates
    Apr 2023 - now
  - Vice President, Multi Asset Class Mandates
    May 2018 - Apr 2023
Licenses & Certifications
- Portfolio Manager - Advising Representative
  Ontario Securities Commission
  Feb 2021
  View certificate
- Chartered Investment Manager (CIM®) Designation
  Canadian Securities Institute (CSI)
  Sept 2020
  View certificate
- Portfolio Management Techniques (PMT®), Honours
  Canadian Securities Institute (CSI)
  Aug 2020
  View certificate
- Investment Management Techniques (IMT®), Honours
  Canadian Securities Institute (CSI)
  Jan 2020
  View certificate
- Canadian Securities Course (CSC®), Honours
  Canadian Securities Institute (CSI)
  Jun 2019
  View certificate
Volunteer Experience
- Member, Leadership Development Advisory Council (LDAC)
  Issued by Capitalize for Kids on Jan 2020
  Associated with Matthew Dennis, CIM