SIA Wealth ManagementÂ (SIAWM) is an independent investment management firm founded in 2014 and focused on creating financial wealth for investors by building diversified portfolios through relative strength analysis.Â SIAWM is currently registered with the Alberta Securities Commission and the Ontario Securities Commission as Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer.Â Based in Calgary, Alberta, SIAWM provides a wide range of products and services to all of our clients. By using Relative Strength analysis to engage in effective risk management, our unconstrained mandates give us the flexibility to manage funds effectively through many market conditions, including the ability to move out of the equity markets entirely in the event of a bear market. Portfolios based on our relative strength analysis provide exposure across industry groups, asset classes, and individual investments.
Jeremy has spent over 20 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 SIA Charts, a preeminent and leading technical analysis service, and SIA Wealth Management.
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 focused on the Canadian ETF market. Ted currently serves as President of SIA Wealth Management and works on the creation and development of managed ETF portfolios.
Jason has spent the last 20 years in the investment industry as a sales professional working directly with investment advisors at both an investment dealer and a mutual fund company. He has worked 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.
Paul graduated from the University of Lethbridge with a Bachelor of Management Degree in 1998 and later attained his Chartered Financial Analyst (CFA) designation in 2006. With more than 18 years of experience in the investment industry, Paul has worked in trading, risk management, investment research analysis, and portfolio management.
A graduate from Mount Royal University and joining SIA in 2015, Kyle has a degree in Business Administration and later earned the Chartered Financial Analyst (CFA) designation in 2018. He has garnered experience through opportunities in corporate finance, investment management and investment compliance. Kyle is also alumni of the Mount Royal Cougars Varsity Menâ€™s Basketball Team, having held the title of Captain for two seasons. Kyle was born and raised in the Calgary area