Keith Tomchuk
Retired Investment Consultant
Calgary
Summary
Investment Consultant at Willis Towers Watson, adept at crafting tailored investment strategies and enhancing asset allocation for diverse clients. Proven track record in delivering impactful presentations and driving business development, while excelling in performance analysis and project management. Led professional excellence effort for Willis Towers Watson's North American investment consulting practice. Maintained long-term client relationships through effective communication.
Overview
34
34
years of professional experience
1
1
Certification
Work History
Investment Consultant
Willis Towers Watson
06.1988 - 06.2022
- Managed a diverse range of client accounts, including foundations, endowments, defined benefit and defined contribution pension plan sponsors.
- Delivered informative and engaging presentations to prospective clients, showcasing the firm's expertise in investment advisory and delegated investment services.
- Assisted advisory clients with governance reviews, asset allocation reviews, manager structure reviews, manager selection and investment manager monitoring.
- Assisted delegated clients with understanding the advisory vs delegated models, implementing the delegated model and reviewing delegated investment results.
Education
Bachelor of Science - Actuarial Science
University of Calgary
Calgary06-1989
Bachelor of Science - Geophysics
University of Calgary
Calgary06-1985
Skills
Investment strategy
Asset allocation
Investment performance analysis
Performance attribution
Verbal and written communication
Project management
Staff training
Business development
Professional excellence
Certification
Chartered Financial Analyst
Timeline
Investment Consultant
Willis Towers Watson
06.1988 - 06.2022
Bachelor of Science - Actuarial Science
University of Calgary
Bachelor of Science - Geophysics
University of Calgary
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