Dilan Anthony G.
Toronto,Ontario
Summary
Investment Professional having experience in investment management, operations, due diligence and business development. Progressing towards the CFA Charter and dedicated towards constantly improving their Analytical skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
IIROC Investment Advisor and Trader
Bank of Montreal
Toronto, ON
05.2021 - 01.2023
- Executed timely and precise equity, ETF, mutual fund, fixed income, and alternative investment trades on behalf of clients
- Performed Investment analysis in order to contribute to the security selection of client portfolios.
- Analyzed market trends in order to help strategize and rebalance client portfolios.
- Utilizing Salesforce and Interpersonal skills to deliver exceptional client support and service.
- Successfully brought in new assets to BMO AdviceDirect of over $25 Million in 2022 - the highest recorded quarterly sales by an individual on the team.
Exempt Market Dealing Representative
Kazana Capital
12.2023 - Current
- Educate clients about the exempt market, investment products, and potential risks
- Analyze and assess clients' financial situations to recommend suitable investment products
- Ensure all investment activities comply with relevant securities regulations, including KYC (Know Your Customer) and AML (Anti-Money Laundering) requirements
MFDA Mutual Funds Advisor
Bank of Montreal
Toronto, ON
10.2018 - 04.2021
- Conduct financial planning reviews of client's objectives, risk tolerance, time horizon, and personal/financial circumstances in order to construct tax efficient investment portfolios
- Provided guidance on asset allocation decisions in order to maximize returns while minimizing risk exposure.
- Awarded Spotlight Awards in 2019 and 2020: by exceeding targets in Mutual fund sales, productivity and overall performance.
- Positioning and educating clients on BMO Investing products and solutions.
Associate Investment Advisor
Manulife Securities
Oakville, ON
2018 - 2019
- Performed up to 300 cold calls per day and successfully scheduled meetings to capture new business
Internal Auditor Intern
Ernst & Young
Colombo
05.2016 - 09.2016
- Analyzed data from audits, compiled it into reports and disseminated to proper personnel.
- Performed testing of internal controls based upon strict regulations.
Education
Bachelor of Arts - Economics and Statistics
University of Toronto
Toronto, ON2017
Skills
- Financial Modelling and Valuation
- Business Development
- Investment Analysis
- Microsoft Office Suite
- Bloomberg Terminal Proficiency
- Certified Professional Trader
- Knowledge on R, Matlab
- Communication and Interpersonal
Certification
CFA Level 2 candidate, IIROC (IA), CSC, CPH, Trader Training Completed, EMD Representative
Timeline
Exempt Market Dealing Representative
Kazana Capital
12.2023 - Current
IIROC Investment Advisor and Trader
Bank of Montreal
05.2021 - 01.2023
MFDA Mutual Funds Advisor
Bank of Montreal
10.2018 - 04.2021
Internal Auditor Intern
Ernst & Young
05.2016 - 09.2016
Associate Investment Advisor
Manulife Securities
2018 - 2019
Bachelor of Arts - Economics and Statistics
University of Toronto
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