Smart Investing

About Wayne

Wayne Cheveldayoff is a former investment advisor and professional financial planner. He can be contacted at wcheveldayoff@yahoo.ca.

Summary of Investment Experience

1986-1997 Vice President, Institutional Bond Sales, CIBC World Markets

• Advised institutional (pension fund, mutual fund, life insurance company) portfolio managers on economic developments, interest rate and currency trends, and profitable investment opportunities in bond markets
  
• Traded all types of Canadian bonds (government, corporate, U.S.-dollar), U.S. treasuries, and derivatives, including swaps and options

1997-1999 Investment Advisor and Financial Planner, RBC Dominion Securities

• Developed investment strategies and structured portfolios for high-net-worth individuals
  
• Traded in stocks, bonds, mutual funds
  
• Advised clients on financial planning opportunities

1999-2001 Managing Editor, StockHouse.ca

• Managed research team recommending Canadian stocks on financial website

2001-2006 Investor Relations Specialist, Wertheim + Co.

• Analysis of corporate financial statements and prospects
  
• Representing Canadian companies and income trusts to investors
  
• Preparing shareholder communications including annual and quarterly reports

Completed the following Canadian Securities Institute Examinations:

• Canadian Securities Course, 1983
  
• Partners, Directors and Senior Officers Exam, 1986
  
• Registered Representative Manual Exam, 1986
  
• Canadian Options Course, 1987
  
• Canadian Futures Exam, 1987
  
• Professional Financial Planning Course 1999
  (previously known as Canadian Investment Management I)

Other relevant experience: Globe and Mail Reporter and Columnist, 1971-1980; Associate Advisor (Public and Media Relations), Bank of Canada, 1980-1983.