Katia Ivanova Location
Toronto, ON, CA
Katia Ivanova Work
- 2020 - now Portfolio Manager @ Newport Private Wealth
- 2013 - 2019 Senior Portfolio Manager @ Foresters Financial
- 2011 - 2012 Investment Advisor, Private Client Group @ BMO Nesbitt Burns
- 2007 - 2010 Vice President and Senior Investment Analyst, Global Equities @ Fiera Capital Corporation
- 2005 - 2007 Vice President and Research Analyst, Business Income Trusts @ RBC Capital Markets
- 2003 - 2005 Underwriting Officer, Specialty Insurance @ Chubb
- 1998 - 2003 Research Analyst, Financial Services @ RBC Capital Markets
- 1998 - 1998 Investment Banking Analyst @ RBC Dominion Securities
Katia Ivanova Education
- Schulich School of Business - York University
Bachelor of Business Administration (Honours) (Finance, Management Science)
1994 - 1998
Katia Ivanova Skills
- Investments
- Investment Advisory
- Asset Allocation
- Risk Assessment
- Financial Planning
- Wealth Management
- Portfolio Strategy
- Capital Markets
- Securities
- Research
Katia Ivanova Summary
Katia Ivanova, based in Toronto, ON, CA, is currently a Portfolio Manager at Newport Private Wealth. Katia Ivanova brings experience from previous roles at Foresters Financial / Foresters Asset Management (formerly AEGON Capital Managem, BMO Nesbitt Burns, Sceptre Investment Counsel and RBC Capital Markets. Katia Ivanova holds a 1994 - 1998 Bachelor of Business Administration (Honours) in Finance, Management Science @ Schulich School of Business - York University. With a robust skill set that includes Investments, Investment Advisory, Asset Allocation, Risk Assessment, Financial Planning and more. Katia Ivanova has 1 emails on RocketReach.
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Top Newport Private Wealth Employees
-
Peter Churchill-Smith
Managing Director at Newport Private Wealth
Oakville, ON, CA21 -
Andrew Thomson
Managing Director at Newport Private Wealth
Toronto, ON, CA2 -
David Cole
Managing Director at Newport Private Wealth
Toronto, ON, CA1
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