James Dixon

Investment Advisor @CIBC Wood Gundy

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

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WORK HISTORY

Oct 2023 — Present

Investment Advisor @CIBC Wood Gundy

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Burlington, ON, CA

James delivers holistic wealth management solutions to High Net Worth Families. His goal is to provide institutional expertise to families by levering his long career in capital markets. Asset management is done using a top down approach where allocations are driven by the macro environment. Derivative overlay is used to reduce risk.

EDUCATION

2004 — 2004

University of KwaZulu-Natal / University of Natal

Honors Degree in Accounting

2002 — 2002

University of Cape Town

Post Graduate Diploma in Management and Financial Accounting

1999 — 2001

Stellenbosch University/Universiteit Stellenbosch

Bachelor of Commerce (B.Com.)

SKILLS

Financial StatementsCapital MarketsAccount ReconciliationInternal ControlsMoney MarketFinancial AnalysisSecuritiesAccountingFinanceForeign ExchangeAuditingBankingFinancial ReportingTradingBloombergCurrencyFx HedgingFinancial ModelingFx OptionsFinancial AccountingForeign Exchange (Fx) OptionsElectronic TradingGeneral LedgerDerivativesFx Trading

ABOUT JAMES DIXON

Investment Advisor with deep capital markets experience, delivering customized strategies to High Net Worth Families through an institutional lens.

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James Dixon — Investment Advisor at CIBC Wood Gundy in Toronto, ON, CA | Unifers