Eric Roy, Cfa
About Eric Roy, Cfa
Eric Roy, CFA, is an Associate Investment Advisor at CIBC Wood Gundy in Montreal, Quebec, Canada.
Current Roles at CIBC Wood Gundy
Eric Roy currently serves as an Associate Portfolio Manager and Associate Wealth Advisor at CIBC Wood Gundy, beginning his tenure in this role in 2020. Additionally, he has been an Associate Investment Advisor at CIBC Wood Gundy since 2014. Both positions are held in Montreal, Quebec, Canada. His dual roles focus on managing client portfolios and providing tailored wealth management advice.
Previous Experience at TD
In 2014, Eric Roy held a position as a Commercial Banking Associate at TD for a duration of 9 months. During his time at TD in Montreal, he gained experience in commercial banking, contributing to his comprehensive understanding of financial services.
US Equity Trader Experience
Eric Roy has substantial experience trading US equity. From 2009 to 2013, he worked as a Trader US Equity at Golden Market Management Inc. in Montreal, Canada. Prior to this, he held a similar position at Swift Trade from 2006 to 2008 in both Montreal and Vancouver, Canada. These roles provided him with deep insights into equity trading and market dynamics.
Educational Background in Finance
Eric Roy has a strong academic background in finance, having completed both his undergraduate and master's studies at Sherbrooke University. He earned a Bachelor of Arts in Finance from 2001 to 2004, followed by a Master's degree in Finance from 2004 to 2005. This academic foundation has been instrumental in shaping his career in investment and wealth management.