David Cox,
CFA, CMT, FCSI, FMA, BMath Senior Portfolio Manager, Wealth AdvisorI bring a very different level of expertise to the field of retail investment management. As one of only approximately 771 individuals, globally, that hold both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations, I have demonstrated my commitment to the investment industry and achieved the highest level of accreditation that measures the competence and integrity of financial and technical analysts. Blending fundamentals with technicals is powerful and my process is best described as fundamentally screened, yet technically driven.
I have a Bachelor of Mathematics from the University of Waterloo and started my career working in Quantitative Research for an institutional investment manager with $18 billion under management. After moving to the retail side of the industry more than 20+ years ago, investing has been my passion and I’ve built an innovative investment process that even includes our very own “INsync Universe”. I have had the opportunity to speak on a variety of global stages including China, Dubai and New York and have also appeared on a number of podcasts and on BNN. As a thought leader, I’ve been outspoken about Bitcoin and digital assets and believe that investors need to be aware of the rapidly growing risks to the global monetary system. I produce a variety of content including a weekly webinar entitled “Where Do We (Investors) Stand?” and am an active contributor on X (formerly Twitter) @DavidCoxRJ.
I have four kids who are growing up far too quickly! I enjoy camping, listening/playing music, reading, fresh air, black coffee (and of course charts!).
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst® designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
