Get ready for the Compass Roadshow 2017
Twitter handle: #compass2017
We are excited to use Whova as our event management solution.
Attendees please download the Award-winning Whova event app to access:
- Interactive agenda
- Shared Documents
- Event Announcements
- Attendees Profiles
- Attendee Interactions
to check all Whova's benefits.
Bio: Before joining ATBIS in 2014, James was vice president and portfolio manager for Fiduciary Trust (Franklin Templeton), where he was the service lead for 110 high-net-worth client relationships. Prior to this, he was with Norrep Investments as vice president of business development. James is currently the vice president of the CFA Society Calgary Board of Directors. He served as a coach, facilitator and evaluator for over 200 candidates in CMA Alberta's Strategic Leadership Program until the recent CPA merger. In his role with ATBIS, James develops and implements strategies that build on our history and take our high-net-worth investment counseling and institutional portfolio management services to new heights.
President, ATB Investor Services
Moderator, ATB Investor Services
Vice President & Portfolio Manager, QV Investors Inc.
Director, Portfolio Manager, Mawer Investment Management
Chief Investment Officer, ATB Investor Services
Head of Talent and Mastery, ATB Investor Services
Associate Investment Counselor, ATB Investment Management Inc.
VP, Finance & Chief Financial Officer, ATB Investor Services & the Compass Portfolios
Attendees please download Whova event app, to access the information of all 11 speakers.
We are excited to use Whova as our event platform. Attendees please download Whova event app, to access the documents and handouts shared by the organizers.
4236 36 St E, Calmar, AB, T0C 0V0, CA