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Matias Grum, MA, MBA, CIM®

Matias Grum, MA, MBA, CIM®

Corporate Relations Advisor

Followers of Matias Grum, MA, MBA, CIM®3000 followers
location of Matias Grum, MA, MBA, CIM®Calgary, Alberta, Canada

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  • Timeline

  • About me

    Senior Portfolio Manager, Investment Advisor at Raymond James – Strategic Investment and Planning Expertise

  • Education

    • Universidad de Buenos Aires

      1989 - 1992
      BA Political Science

    • Facultad Latinoamericana de Ciencias Sociales

      1993 - 1994
      Master's degree International Economics

      Activities and Societies: Buenos Aires, Argentina Campus

    • The University of Calgary

      2000 - 2002
      MBA Economics, Finance

  • Experience

    • Shell

      Feb 1995 - Jun 1995
      Corporate Relations Advisor

    • Consulate General of Argentina in Toronto

      Aug 1995 - Oct 1998
      Commercial Section Officer

    • Sigma Risk Management Inc.

      Nov 1998 - May 2001
      Consultant & International Business Development Manager

    • Government of Alberta

      Jun 2001 - Dec 2001
      Competitive Intelligence Officer, Economic Development

    • BMO Nesbitt Burns

      Jan 2002 - Sept 2021
      Portfolio Manager, Investment Advisor

    • Raymond James Ltd.

      Sept 2021 - now
      Senior Portfolio Manager

  • Licenses & Certifications

    • Life and A&S Certificate License Holder

      Alberta Insurance Council
      Nov 2018
      View certificate certificate

    • PFP - Personal Financial Planner

      Canadian Securities Institute (CSI)

    • Certificate in Advanced Investment Advice

      Canadian Securities Institute (CSI)
      Nov 2015
      View certificate certificate

    • CIM - Chartered Investment Manager

      Canadian Securities Institute (CSI)
      May 2014
      View certificate certificate

  • Volunteer Experience

    • Business Mentor, Haskayne Mentorship Program

      Issued by Haskayne School of Business on Sept 2014
      Haskayne School of BusinessAssociated with Matias Grum, MA, MBA, CIM®

    • Member of the Board of Directors

      Issued by Tennis Alberta on Jun 2023
      Tennis AlbertaAssociated with Matias Grum, MA, MBA, CIM®

    • Board Member

      Issued by Alberta Ballet on Oct 2015
      Alberta BalletAssociated with Matias Grum, MA, MBA, CIM®

    • Board Member

      Issued by Calgary Opera on Oct 2012
      Calgary OperaAssociated with Matias Grum, MA, MBA, CIM®

    • Haskayne MBA Board Member

      Issued by Haskayne School of Business on Sept 2010
      Haskayne School of BusinessAssociated with Matias Grum, MA, MBA, CIM®

    • Board Member, VA Diversified Private Equity Fund

      Issued by Valhalla Angels, a Valhalla Private Capital Company on Jul 2015
      Valhalla Angels, a Valhalla Private Capital CompanyAssociated with Matias Grum, MA, MBA, CIM®