SIACHARTS - Key Persons
Alvin has worked in the investment industry for over 20 years, first as an administrator for a mutual fund dealer and then for another nine years as an associate at a renowned regional investment brokerage. Alvin spent his time at an IIROC firm learning the trade of Technical Analysis while also receiving his CIM accreditation. During his tenure in the brokerage industry, he was able to hone his Portfolio Management abilities while supplementing them with Technical Analysis training. Alvin lives in Calgary and you can find him spending his weekends on the bike paths or at the recreational centre.
Jeremy has spent over 20 years working as an investment advisor and developing proprietary risk management and performance enhancing solutions in the investment industry. Jeremy founded SIACharts.com, a premier investment decision-making platform and portfolio management software, as well as SIA Wealth Management, which provides its clients with a unique blend of risk management and performance enhanced portfolios.
Paul is a Stanford alumnus, received the Chartered Financial Analyst (CFA) designation in 2017, and former Canadian national swimmer having set a World Record. As President of SIACharts, Paul is in charge of sales, marketing, support, operations, development, and a number of other areas. Paul lives in Calgary with his wife Laura and their two children.