Iassen Tonkovski

VP, Strategy, Planning and Analysis @Mackenzie Investments

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2025 — Present

VP, Strategy, Planning and Analysis @Mackenzie Investments

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Toronto, ON, CA

EDUCATION

2000 — 2005

Schulich School of Business - York University

Honors BA Double Major Program: Economics and Psychology

2003

York University

Emerging Global Leader Retreat

2019 — 2019

Schulich ExecEd

Leading Collaboratively, Organizational Leadership

N/A

University of Toronto - Rotman School of Management

Master of Business Administration - MBA

2001

CAIFA

Accident & Sickness License Life Insurance License

2004

IFIC

Canadian Investment Funds Course

2004

Schulich School of Business - York University

Certificate of Business Fundamentals, Bussiness & Finance

2003

Canadian Securities Institute

Canadian Securities Course

2019 — 2019

Schulich School of Business - York University

Developing Executive Presence for Exceptional Leadership, Organizational Leadership

SKILLS

MarketingStrategyStrategic PlanningFinanceConsultingPortfolio ManagementCapital MarketsMarket AnalysisAnalyticsRetirement PlanningBusiness StrategyAsset AllocationMutual FundsValuationFinancial MarketsLeadershipDue DiligenceBusiness PlanningAnalysisRelationship ManagementEquitiesMarket ResearchFinancial PlanningFixed IncomeStrategic ConsultingManagement ConsultingWealthAsset ManagementBusiness DevelopmentWealth ManagementManagementFinancial ServicesInvestmentsRequirements GatheringInsuranceFinancial AnalysisStrategic Financial PlanningBusiness AnalysisFinancial ModelingInvestment Management

ABOUT IASSEN TONKOVSKI

Asset and wealth management leader focused on strategy, product, pricing, planning and analysis. Over 20 years of experience shaping corporate strategy, solving complex industry challenges, developing innovative product solutions, driving continuous improvement, and inspiring high-performing, diverse teams to deliver exceptional value to customers and stakeholders of firms of all sizes, from small businesses to top tier organizations with over $200B in AUM.

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Iassen Tonkovski — VP, Strategy, Planning and Analysis at Mackenzie Investments in Toronto, ON, CA | Unifers