Mark Smith-Windsor joins Jordan Wilson to discuss his education, career path, CFA designation, and much more. Mark is a Portfolio Manager and Investment Advisor with IA Securities in Saskatoon. Mark holds a Bachelor of Arts in Economics from the University of Saskatchewan. Mark also possesses his CPA, CMA designation and is a CFA Charterholder.

Women in Finance Veronica Gamracy, Robin Koroluk, and Juliana Wong join Jordan Wilson to discuss women’s issues in finance.

Veronica Gamracy joins Jordan Wilson to discuss her extremely varied education, career path, the CFA designation, finance, and diversity issues. Veronica Gamracy is a Portfolio Manager and Investment Advisor with CIBC World Markets in Saskatoon. With over 35 years of experience serving a clientele of affluent individuals, institutions, and corporations. 

In this session, Robin Koroluk and Jordan Wilson discuss the CFA designation and career paths. While CFA does stand for “Chartered Financial Analyst”, it can also easily mean “Careers For All”. CFAs come from all educational and technical backgrounds. CFAs are employed in all types of roles in all types of business sectors. There are enjoyable careers available for all backgrounds, interests, and personalities.

Paula Meier joins Jordan Wilson to discuss her education, career, and juggling a young family. Paula holds a Bachelor of Business Administration from the University of Regina majoring in Finance, as well as the CFA designation.

In this podcast, Robin Koroluk and Jordan Wilson offer their thoughts on securing a job. What employers seek in new financial service sector hires. What employers in any industry want to see in their staff. With comments on the interview process and how to make a good impression.

In this session, Robin Koroluk and Jordan Wilson discuss diversity in finance. Robin draws on her experience as a woman in the Saskatchewan wealth management sector. Jordan from his years living and working around the world. An interesting discussion on the current situation. Why there is a lack of gender diversity in finance. And what can be done to improve things.

In this session, Robin Koroluk and Jordan Wilson draw on their personal and career experiences to flesh out many of the topics covered in the formal presentation. With vastly different career paths, Robin and Jordan share many great examples and offer advice to those considering the CFA Program.

Dan Sumner is a native of Saskatoon. He attended the University of Saskatchewan, where he attained his Bachelor of Arts in Economics. He then moved to Queen’s University to pursue his Master’s in Economics.

Juliana Wong joins Jordan Wilson to discuss her career trajectory and lessons learned. From her time growing up in Vancouver until now.  An interesting discussion on education, career paths, and work advice.   Juliana is a Senior Capital Markets Director at Concentra Bank. She manages Concentra's funding pricing through wholesale market, indirect channels, and capital markets. Also, Juliana oversees liquidity in terms of portfolio investments, cash management, and management of credit...