Jeremy has spent 16 years working within the Investment Industry as an investment advisor and developing proprietary risk management and performance enhancing technologies. This background has been drawn upon extensively in the creation of SIACharts.com, a preeminent technical analysis service with a subscriber base of over 550 investment professionals and SIA Wealth Management.
Paul graduated from the University of Lethbridge with a Bachelor of Management degree in 1998 and attained his Chartered Financial Analyst (CFA) designation in 2006. With over 14 years of experience in the investment industry, he has worked in risk management, investment analysis, and portfolio management. Paul has held positions as Chief Investment Officer at a Canadian diversified investment and consulting company, Vice President and Associate Portfolio Manager at private investment management firm, Vice President of corporate finance within a large accounting firm, and Senior Foreign Exchange Trader at a Canadian financial institution.
Ted graduated from the University of Toronto in 1998 and has worked in the Canadian ETF industry since its early days. Ted has worked in sales, marketing, product development, business management, national accounts and institutional accounts all focused on the Canadian ETF market. Ted currently serves as the President of SIA Wealth Management and works on the creation and development of managed ETF portfolios.
Jason has spent the last 16 years in the investment industry as a sales professional working directly with investment advisors at both an investment dealer and a mutual fund company. For 5 years, he was responsible for facilitating a workshop that helped advisors develop and implement their own customized investment management systems into their practice. He has worked personally with over 500 advisors from every dealership, success level and business structure whether MFDA, IIROC or Portfolio Manager and has extensive experience with the investment systems utilized by the industry's top advisors. Jason lives in Vancouver since 2002 with his wife and son.
SIA Wealth Management Inc. (SIAWM) is an independent investment management firm focused on building financial wealth by constructing diversified funds and portfolios based on Relative Strength analysis. A Calgary based wealth management company, SIAWM is focused on Relative Strength analysis and risk management. The analysis and subsequent portfolios will encompass various asset classes via Exchange Traded Fund (ETF) investment vehicles.Our Unconstrained Mandate approach provides SIAWM with full flexibility to manage its funds in accordance with all market conditions including the ability to move out of the equity markets entirely in the event of a bear market.
SIAWM was founded in 2012 (formerly SIA Markets Inc.) and is currently registered with the Alberta Securities Commission and the Ontario Securities Commission. SIAWM is a Calgary based Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer. SIAWM has a licensing agreement with SIACharts.com (SIAC), a technical analysis company which provides Relative Strength analysis, risk management and portfolio construction. SIAC’s specific research includes many proprietary and customizable investment tools such as the SIAC Relative Strength matrix, currency/dividend adjusted charts, multi-discipline investment scans, charting capabilities, alerts, SIAC Equity Action Call and SMAX indicator, portfolio tracking, marketing, and much more which takes Relative Strength to a whole new level and gives us and our clients a comprehensive solution to investing.