Jerry Koonar
Gestionnaire de Portefeuille-Actions chez Leith Wheeler Investment Counsel Ltd.
Profil
Mr. Jasdev S.
Koonar, CFA, is a Principal & Portfolio Manager at Leith Wheeler Investment Counsel Ltd.
He joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta and is based in Calgary.
He is responsible for providing investment management services for private clients and charitable foundations.
Mr. Koonar began his career in 1993.
He has worked for a major Canadian and global financial institution on the brokerage and investment counseling side.
He was a Portfolio Manager with a national investment counsel firm in Calgary, prior to its acquisition by a major Canadian bank.
He holds a Bachelor of Commerce from the University of Calgary, earned the Chartered Financial Analyst designation in 2000 and also holds the Certified Financial Planner designation.
He is involved in numerous community organizations and served on the Calgary Society of Financial Analyst's board for two years.
Postes actifs de Jerry Koonar
Sociétés | Poste | Début |
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Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Gestionnaire de Portefeuille-Actions | 01/06/2011 |
Formation de Jerry Koonar
University of Calgary | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Entreprise privées | 1 |
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Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler Investment Counsel Ltd. (Leith Wheeler) is an independent, employee owned investment management firm headquartered in Vancouver, Canada. The firm was founded by Murray Leith and Bill Wheeler in 1982. They offer disciplined, value investment products and services for a national client base of private clients, institutions and investment advisors. Leith Wheeler is a signatory of the UN-backed Principles for Responsible Investment (UNPRI). | Finance |