Welcome to CAIA Canada Chapter
The CAIA Canada Chapter is dedicated to enhancing CAIA brand awareness, elevating charter recognition, and fostering the professional development of our Members and Candidates. Through engaging educational and social events, we bring together industry leaders and enthusiasts to exchange knowledge and insights representing the dynamic realm of alternative investments. We actively collaborate with other professional organizations to broaden our impact and share our respective expertise.
We are proud that our commitment also extends beyond networking and education. Our Executive and Planning Committees actively engage in university outreach initiatives, aiming to inspire and educate the next generation of alternative investment professionals.
Our events are open to all individuals interested in finance and investments, whether you are a Member, Candidate, or simply passionate about the industry. CAIA Canada welcomes everyone from other countries too. We welcome your feedback and suggestions to enhance the CAIA Canada Chapter experience. Join us at our upcoming events and be part of our vibrant community!
Founded in 2005.
Chapter Executive Team
- Ivy Leung, CAIA, CFA, Chapter Head in Canada West Founder, IvyLeung Consulting
- David Leblanc, CAIA, CFA, Pl. Fin., Chapter Head in Montreal Client Relationship and Development Manager, Richter Family Office
- Charles Dixon, CAIA, CFA, Chapter Head in Toronto VP, National Accounts, CI Global Asset Management
- Martin Gendron, CAIA, M. Sc., FCSI®, CIM®, Chapter Executive in Montreal Portfolio Manager, Investment Advisor, Desjardins Securities
- Sean Kulik, CAIA, Chapter Executive in Ottawa CFO, Nunavut Trust
- Scott Brandt, CAIA, FRM, CTP, Chapter Executive, Canada West Manager of the Treasury, City of Calgary
- Darina Dvorska, CAIA, Chapter Executive in Toronto External Fund Onboarding Management, Ontario Teachers’ Pension Plan
- James Burron, CAIA, Chapter Executive in Toronto President, CAASA – Canadian Association of Alternative Strategies & Assets
- Ranjan Bhaduri, CAIA, Chapter Executive in Toronto Bodhi Research Group
- Lillian Ferndriger, CAIA, Chapter Executive in Toronto Director, Alternatives Distribution, BMO Global Asset Management
- Mike Locke, CAIA, CFA, Chapter Executive, Toronto Head of Research, Independent Advisor Solutions
- Esther Zurba, CAIA, Chapter Executive in Toronto Director, Castle Hall Alternatives
- Paul Frecon, CAIA, CFA, CIPM, Chapter Executive, Canada West Manager, Pensions, Suncor Energy
- Oleg Primack, CAIA, CFA, Chapter Executive, Canada West