Experience & qualifications
Full-time MBA candidate specializing in finance, with capital markets and securities trading experience, applied valuation projects, and student leadership responsibilities. Fluent in French and English.
Education
Toronto Metropolitan University — Ted Rogers School of Management
- Master of Business Administration (MBA), Finance — Expected Fall 2027
- Bachelor of Commerce (Honours), Economics and Management Science — Jun 2024
Core Skills
Valuation & Financial Modeling: Discounted cash flow and capital budgeting, incremental free cash flow, NPV/IRR, WACC, comparable-company analysis, and scenario and sensitivity analysis.
Investment Research & Capital Markets: Company and industry research, financial-statement analysis, equities, fixed income, listed options, trade execution, and investment risk assessment.
Leadership & Communication: Stakeholder coordination, cross-functional problem-solving, mentoring, executive presentations, and professional communication in French and English.
Tools: Microsoft Excel, PowerPoint, Word, and Bloomberg Terminal; exploratory Monte Carlo simulation in Excel.
Professional Experience
BMO InvestorLine — Investment Specialist / Licensed Investment Representative
- Investigated complex account and trade issues and coordinated resolutions with compliance and operations.
- Managed time-sensitive client interactions involving complex investment-product questions.
- Executed and reviewed transactions across equities, fixed income, mutual funds, listed options and registered accounts.
- Selected to train and mentor five new employees in French and English.
Hillsdale Investment Management — Junior Analyst Intern
- Analyzed global public companies and industries using Bloomberg Terminal and Excel.
- Prepared company and industry updates on business drivers, catalysts, competition and downside considerations.
- Supported investment operations, trade settlement verification and compliance review.
Selected MBA Projects
Laurentian Bakeries — Capital Budgeting & Investment Appraisal
Developed the Excel financial model for a team case assignment, evaluating a proposed capacity expansion through incremental cash flow, NPV/IRR, scenario, sensitivity, and exploratory Monte Carlo analysis.
Seafoam Materials — Ted Rogers MBA Case Competition
Developed and defended a national-expansion recommendation using financial, strategic and execution analysis, including WACC and public-company comparables.
AI, Knowledge Work & Business Decision-Making — Ted Rogers MBA
Evaluated generative AI in financial and managerial decision-making, with emphasis on evidence, assumptions and human accountability.
Leadership & Mentorship
VP Finance — MBA Student Leadership Association, Toronto Metropolitan University
Support student-association financial planning and budgeting, and collaborate with the executive team on event funding, sponsorship planning, and financial coordination.
Mentor — TMU Tri-Mentoring Program
Mentor an undergraduate Economics and Management Science student on academic development, professional skills, and career exploration.
Professional Credentials
Canadian Securities Course (CSC); Conduct and Practices Handbook (CPH); Derivatives Fundamentals and Options Licensing Course.