John Kitcher

Associate Investment Advisor @iA Private Wealth

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

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WORK HISTORY

May 2019 — Present

Associate Investment Advisor @iA Private Wealth

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EDUCATION

2019 — 2019

Canadian Securities Institute

Individual Pension Plans

2003 — 2006

Chartered Professional Accountants of Canada

Chartered Professional Accountants of Canada

1996 — 1998

Notre Dame High School

High School

2019

Canadian Securities Institute

Canadian Securities Course

1998 — 2002

Carleton University

Bachelor of Commerce (B.Com.)

2019

Canadian Securities Institute

Conduct & Practices Handbook

2019 — 2019

Responsible Investment Association

Responsible Investment Specialist (RIS)

2008 — 2015

Chartered Financial Analyst

CFA Institute

SKILLS

Hedge Funds OperationsAuditingFinanceAccountingHedge AccountingManagementDecision SupportWealth Management ServicesCredit CardsTeam ManagementTerm Life InsuranceEquity ValuationTrend AnalysisEquitiesHedge Fund AccountingFinancial AccountingHedge Fund AdministrationExternal AuditStock MarketFxEstate Tax PlanningAccount ManagementAnti Money LaunderingQualified Chartered AccountantAccount ReconciliationResearch on Illiquid FundsFund AdministrationValuation ModelingDisability InsuranceFx OptionsComplianceFinancial AnalysisInvestment ManagementInsuranceStock TradingFinancial AdvisoryInvestment AdvisoryBusiness Partner SupportFinancial ReportingFinancial Forecasting

ABOUT JOHN KITCHER

John has over 16 years’ experience in the accounting, investment management, and corporate finance roles. He holds professional designations as a Chartered Professional Accountant (CPA, CA), a Chartered Financial Analyst (CFA), and a Responsible Investment Specialist (RIS). John started his career as an accountant with Ernst & Young in 2002 in Ottawa. In 2004, John moved to Ernst & Young, Bermuda, where he switched his focus to the investment industry. His career grew with progressive roles in the investment industry. After nine years working in Bermuda and Switzerland, John moved back to Ottawa. John transitioned into the private wealth management industry in 2015 as a Financial Advisor. John and his wife Mychele, are proud parents of two daughters. Outside of work, John can be described as a family man who enjoys a good laugh, watching movies with the kids (often snoozing), gardening, loves playing fantasy football and fantasy basketball, and playing ultimate Frisbee. Contact information: 10•••05 Laperriere Ave, Ottawa ON K1Z 7T1 Office: 61••••••02 | Mobile: 61••••••58 | Fax: 61••••••60 Email: j••••••••@iaprivatewealth.ca

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John Kitcher — Associate Investment Advisor at iA Private Wealth in Ottawa, ON, CA | Unifers