Sam Brady
Sam Brady, Senior Portfolio Manager, Senior Wealth Advisor – 20 years with BCAG, 29 years of industry experience
• Bachelor of Business Administration (BBA), Honours Finance, Wilfrid Laurier University 1996
• Canadian Securities Course (CSC) 1996
• Conduct and Practices Handbook (CPH) 1996
• Midland Walwyn 90-day Training Program 1996
• Professional Financial Planning Course (PFP) 1999
• Hedge Funds Cource (HFC) 2004
• Portfolio Management Techniques Course (PMT) 2007
Sam Brady has been a qualified Portfolio Manager with CIBC Wood Gundy since 2008 (registered through Canadian Investment Regulatory Organization)
Ian Clark
Ian Clark, Senior Portfolio Manager, Senior Wealth Advisor – 8 years with BCAG, 29 years of industry experience
• Bachelor of Science (BSci), Wilfrid Laurier University 1996
• Canadian Securities Course (CSC) 1996
• Conduct and Practices Handbook (CPH) 1996
• Midland Walwyn 90-day Training Program 1997
• Canadian Options Course (COC) 1997
• Professional Financial Planning Course (PFP) 1999
• Portfolio Management Techniques Course (PMT) 2014
• Investment Management Techniques (IMT) 2014
• Chartered Investment Manager (CIM) 2014
Ian Clark has been a qualified Portfolio Manager with CIBC Wood Gundy since 2014 (registered through CIRO).