Bio headshot David Cox
David Cox, CFA, CMT, FCSI, FMA, BMath Senior Portfolio Manager, Wealth Advisor

I 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 previously worked for an institutional investment manager with $18 billion under management. My work revolved around model development, portfolio optimization, risk management and other quantitative research. I understand how the different sides of this business work, and can apply institutional techniques to manage risk and increase portfolio efficiency.

I have four homeschooled kids who are growing up too quickly! Shuttling them around for ballet, soccer, hockey, youth or music engagements is all in a day's work! We're a musical family with piano, violin, drums, clarinet, flute, guitar and bass represented!

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.