CFA Career Chats: Mark Smith-Windsor, BA (Economics), CPA, CMA, CFA
CFA: Careers For All
Mark Smith-Windsor joins Jordan Wilson to discuss his education, career path, CFA designation, and much more.
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Episode 9: Women in Finance
CFA: Careers For All
Women in Finance
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CFA Career Chats: Veronica Gamracy, BFA, MBA, CFA, CIMA, CIPM
CFA: Careers For All
Veronica Gamracy joins Jordan Wilson to discuss her extremely varied education, career path, the CFA designation, finance, and diversity issues.
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CFA: Careers For All
CFA: Careers For All
In this session, Robin Koroluk and Jordan Wilson discuss the CFA designation and career paths.
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CFA Career Chats: Paula Meier, CFA
CFA: Careers For All
Paula Meier joins Jordan Wilson to discuss her education, career, and juggling a young family.
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Hiring Advice
CFA: Careers For All
In this podcast, Robin Koroluk and Jordan Wilson offer their thoughts on securing a job.
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Diversity Matters
CFA: Careers For All
In this session, Robin Koroluk and Jordan Wilson discuss diversity in finance.
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CFA Career Chats: Robin Koroluk, B.Comm (Finance), CFA and Jordan Wilson, CPA, CA, CFP, CFA
CFA: Careers For All
In this session, Robin Koroluk and Jordan Wilson draw on their personal and career experiences to flesh out many of the topics covered in the formal presentation. With vastly different career paths, Robin and Jordan share many great examples and offer advice to those considering the CFA Program.
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CFA Career Chats: Dan Sumner, MA (Econ), CFA
CFA: Careers For All
Dan Sumner is a native of Saskatoon. He attended the University of Saskatchewan, where he attained his Bachelor of Arts in Economics. He then moved to Queen’s University to pursue his Master’s in Economics.
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CFA Career Chats: Juliana Wong, BA (Econ) CFA
CFA: Careers For All
Juliana Wong joins Jordan Wilson to discuss her career trajectory and lessons learned. From her time growing up in Vancouver until now. An interesting discussion on education, career paths, and work advice. Juliana is a Senior Capital Markets Director at Concentra Bank. She manages Concentra's funding pricing through wholesale market, indirect channels, and capital markets. Also, Juliana oversees liquidity in terms of portfolio investments, cash management, and management of credit facilities. Prior to Concentra, Juliana worked at a Pension Investment Firm and an Asset Management...
info_outlineDan Sumner is a native of Saskatoon. He attended the University of Saskatchewan, where he attained his Bachelor of Arts in Economics. He then moved to Queen’s University to pursue his Master’s in Economics.
After graduating from Queen’s, Dan worked as an Economist with ATB Financial in Calgary. Then moved into the natural resource sector. As an Economist/Analyst with Talisman Energy and as an Analyst with BHP.
Subsequently, Dan joined BMO Private Wealth in Saskatoon as a Senior Investment Counsellor. He now advises high net worth families, foundations, and corporations on their long-term investment and financial strategies.
Dan obtained his CFA Charter in 2013 and has been a CFA Society Saskatchewan Director since 2015.
1:25 What led Dan to pursue his Bachelor of Arts in Economics?
3:45 Why did Dan add a Master’s in Economics degree?
5:42 What are the pros/cons of changing Universities for a Master’s degree?
10: 40 Do “pure” economics’ jobs exist for those with a Bachelor’s degree?
12:15 Did Dan realize how important economics is in so many professions?
13:53 Should Economics’ majors add complementary hard skills?
18:28 What did Dan do as an Economist with ATB?
19:55 Why were communication skills critical to Dan’s job?
23:38 How important are soft skills? What is “Executive Presence”?
27:20 What was it like working in natural resources as an Analyst?
30:20 Why should employees “do the right thing every time”?
32:00 How did BHP Analyst differ from an ATB Economist?
33:50 How did Dan’s CFA training assist as an Analyst?
36:04 Did an Economics’ degree help Dan in the CFA Program?
39:12 Why did Dan become an Investment Counsellor?
40:55 What does a BMO Senior Investment Counsellor do?
45:30 Does economics and industry experience assist Dan at BMO?
47:24 Is educating and becoming partners with clients important?
50:33 What are “High Net Worth Individuals” and “investable assets”?
54:30 What is the “AUM%” client fee model?
1:01:20 Do foundations, trusts, and companies differ from individuals?
1:05:00 Did Dan add non-CFA technical skills to become a better Counsellor?
1:09:38 What other soft skills are useful to develop?
1:12:35 How are team dynamics becoming more vital in business?
1:15:00 Why is team “fit” often preferable to “best” candidate?
1:17:20 Should people focus on their strengths? Or weaknesses?
1:21:15 Should people consider career paths and focus on long-term skills?
1:23:50 Start the CFA Program right after University? Or wait a few years?
1:27:45 What advice would Dan offer to 17 or 24 year old Dan?