Shauna Forsyth
Courtice
Summary
Dynamic Investment Manager with a proven track record at TDW Private Wealth, excelling in investment performance analysis and strategic planning. Enhanced client retention through exceptional service delivery while optimizing portfolio performance. Strong problem-solving abilities and a Professional Financial Planner Designation drive successful financial outcomes for clients.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Investment Manager - Client Services
TDW Private Wealth
03.2025 - Current
- Conducted due diligence on potential investments, analyzing market trends and company fundamentals.
- Negotiated favorable terms with external service providers to reduce operational costs for the firm without compromising quality or efficiency.
- Optimized portfolio performance through continuous monitoring and timely adjustments to asset allocations.
- Developed comprehensive financial plans for clients, addressing both short-term and long-term objectives.
General Manager of Finance
CIBC Investor Services
04.2021 - 03.2025
- Led successful budget planning and forecasting efforts, resulting in improved financial stability for the organization.
- Increased financial efficiency by implementing cost-saving measures and streamlining processes within the department.
- Managed cross-functional teams to achieve key finance initiatives, boosting collaboration between departments.
- Mentored junior team members, fostering professional development and promoting a culture of excellence within the finance department.
Senior Financial Planner
CIBC Investor Services
08.2005 - 04.2021
- Collaborated with cross-functional teams to provide comprehensive financial advice, enhancing the client''s overall experience.
- Enhanced client retention rates by consistently exceeding expectations through exceptional service delivery.
- Advised business owners on succession planning strategies to preserve their legacy and protect their family''s future interests.
- Supervised annual budgeting process for high net worth individuals'' philanthropic endeavors, maximizing impact across various causes.
Education
Bachelor of Arts - Philosophy
York University
Toronto, None06-2000
Skills
- Investment performance analysis
- Strategic planning
- Fundamental analysis
- Equity markets
- Financial analysis
- Wealth management
- Portfolio management
- Problem-solving abilities
- Critical thinking
- Professional Financial Planner Designation
Languages
English
Native or Bilingual
Certification
Professional Financial Planner Designation (PFP, 2015)
Professional Financial Planner Designation (PFP)
Financial path of required accreditations culminating in the esteemed and highly sought after Designation
Timeline
Investment Manager - Client Services
TDW Private Wealth
03.2025 - Current
General Manager of Finance
CIBC Investor Services
04.2021 - 03.2025
Senior Financial Planner
CIBC Investor Services
08.2005 - 04.2021
Bachelor of Arts - Philosophy
York University
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