Summary
Overview
Work History
Education
Skills
Additional Interests
Languages
Timeline
Generic

KHALED SULTAN

London,ON

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences. Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and relative valuations.

Overview

24
24
years of professional experience

Work History

Senior Wealth Advisor, Senior Portfolio Manager

CIBC World Markets Inc.
11.2011 - Current
  • Built an investment advisory practice that focuses on providing high net worth investors with ethical, socially responsible, and Shariah compliant investment solutions
  • Provided ongoing financial planning, investment management, asset allocation, rebalancing, and financial advice to clients across Canada
  • Managed a team of professionals in delivering profound client service & customer support.

Associate Analyst

CIBC World Markets Inc.
06.2009 - 10.2011
  • Conducted primary equity research on the precious metals industry and gold companies
  • Developed and communicated investment ideas to internal and external institutional clients
  • Analyzed financial statements, prepared, and published research reports, created marketing presentations, and initiated converge on gold companies around the globe.

President

Stock Research DD Inc.
07.2007 - 05.2009
  • Launched and lead a financial services start up firm providing customers with a platform to conduct investment research and due diligence in the mining and oil & gas sectors in Canada
  • Developed the overall strategy for the introduction of new functionality to the platform, and assisted in financing capital for the project, and marketing the business to potential investors
  • Built a team of 7 employees and provided them with direction, and day-to-day supervision.

Team Lead

Exxon Mobil
05.2006 - 06.2007
  • Managed a team of analysts to maintain and enhance a global inventory and replenishment system (Unix/Oracle-based client/server application)
  • Provided training and direction to the team, monitored their overall progress, escalated issues appropriately, and stewarded results to upper management
  • Recruited candidates, screened resumes, conducted interviews, and made hiring decisions.

Finance Teaching Assistant

University of Toronto, Rotman School of Management
01.2007 - 04.2007
  • Assisted an MBA finance professor in developing the course syllabus and grading schedule of the first-year finance course in the MBA program at Rotman
  • Conducted weekly teaching sessions (topics include: DCF, CAPM, equity valuations, and modeling)
  • Graded quizzes and proctored exams.

Technical Analyst

Exxon Mobil
01.2004 - 04.2006
  • Led a team of programmers in upgrading company's global code management system (Oracle)
  • Developed a company-wide benefits management system, requiring the modeling of complex business functions into a technical system designed to lower the corporation's HR costs (asp.net)
  • Implemented processes that can be automated, thereby ensuring consistency in execution and minimizing errors due to manual processing (.net/COM objects).

Application Developer

Imperial Oil
08.2000 - 12.2003
  • Provided consulting to business units in the areas of Intranet application design and distribution
  • Programmed a corporate wide Online Invoicing System, which was used for the fleet and transport segments of the business by customers nationwide (Siebel).

Education

Doctor of Business Administration Candidate -

Henley School of Business - University of Reading, UK
01.2025

MSc (Business Management and Research) -

Henley School of Business - University of Reading, UK
01.2021

Chartered Financial Analyst (CFA) -

CFA Institute
09.2011

Canadian Securities Course (CSC) -

Canadian Securities Institute
05.2010

MBA (Specialization in Finance) -

Rotman School of Management - University of Toronto
01.2007

Bachelor of Engineering Science (Electrical Engineering) -

University of Western Ontario
01.1999

Skills

  • Retirement planning
  • Portfolio Management
  • Wealth Preservation
  • Asset Allocation
  • Financial Planning
  • Investment strategies
  • Philanthropic Advisory
  • Education Funding

Additional Interests

  • Trained adults to overcome their fear of water and to learn how to swim.
  • Board membership & volunteering:
  • Past member of the Board of Directors of the London Community Foundation, Merrymount Children's Centre, and World Parkinson's' Program.
  • Past Chair of the Investment Committee of the London Community Foundation.
  • Community volunteering:
  • Water for Life Project (100 km Sahara Desert Challenge - raised $21,139).
  • Walk To End Breast Cancer (60 km Challenge - raised $2,600).
  • Make A Wish Fundraising Run (10 km Run - London).
  • Run For the Homeless (10 km Run).
  • Meals on Wheels Program and Feed the Homeless Program.
  • Lead and organized the following corporate programs at ExxonMobil:
  • United Way - community social program.
  • Junior Achievement - public school education.

Languages

Arabic
Native or Bilingual
French
Limited Working

Timeline

Senior Wealth Advisor, Senior Portfolio Manager

CIBC World Markets Inc.
11.2011 - Current

Associate Analyst

CIBC World Markets Inc.
06.2009 - 10.2011

President

Stock Research DD Inc.
07.2007 - 05.2009

Finance Teaching Assistant

University of Toronto, Rotman School of Management
01.2007 - 04.2007

Team Lead

Exxon Mobil
05.2006 - 06.2007

Technical Analyst

Exxon Mobil
01.2004 - 04.2006

Application Developer

Imperial Oil
08.2000 - 12.2003

Doctor of Business Administration Candidate -

Henley School of Business - University of Reading, UK

MSc (Business Management and Research) -

Henley School of Business - University of Reading, UK

Chartered Financial Analyst (CFA) -

CFA Institute

Canadian Securities Course (CSC) -

Canadian Securities Institute

MBA (Specialization in Finance) -

Rotman School of Management - University of Toronto

Bachelor of Engineering Science (Electrical Engineering) -

University of Western Ontario
KHALED SULTAN