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Jerry Koonar
Gestionnaire de Portefeuille-Actions chez
Leith Wheeler Investment Counsel Ltd.
Profil
Mr. Jasdev S.
Koonar, CFA, is a Principal & Portfolio Manager at Leith Wheeler Investment Counsel Ltd. He joined Leith Wheeler Investment Counsel in June 2011 to expand the practice in Alberta and is based in Calgary.
He is responsible for providing investment management services for private clients and charitable foundations.
Mr. Koonar began his career in 1993.
He has worked for a major Canadian and global financial institution on the brokerage and investment counseling side.
He was a Portfolio Manager with a national investment counsel firm in Calgary, prior to its acquisition by a major Canadian bank.
He holds a Bachelor of Commerce from the University of Calgary, earned the Chartered Financial Analyst designation in 2000 and also holds the Certified Financial Planner designation.
He is involved in numerous community organizations and served on the Calgary Society of Financial Analyst's board for two years.
Postes actifs de Jerry Koonar
| Sociétés | Poste | Début |
|---|---|---|
Leith Wheeler Investment Counsel Ltd.
 Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Gestionnaire de Portefeuille-Actions | 01/06/2011 |
Formation de Jerry Koonar
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Entreprise privées
Relations
39
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. Investment ManagersFinance Leith Wheeler is a client-focused value manager that takes a long-term perspective and turns it into a solid financial future for their clients. The firm applies a team-based approach to managing their clients' portfolios, which is designed to minimize risk and maximize return opportunities. Their investment process across all asset classes is driven by fundamental analysis of individual securities. They augment this bottom-up approach by employing several quantitative models and systems to evaluate the universe of investments available to their clients. | Finance |
University of Calgary
 University of Calgary Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
