Ryan Sharma, CIM, CSM®, CSPO®, SA
Greater Toronto Area, Canada
5K followers
500+ connections
5K followers
500+ connections
About
Industry-recognized and forward-thinking leader with over 20 years of experience driving…
Articles by Ryan
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Sticking to your Budget
Sticking to your Budget
I recently published another article for JustCompare.ca, it describes the importance for home buyers to stick to their…
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What's in it for you?
What's in it for you?
I published an Article for JustCompare.ca at the end of June, if you have not had a chance to read it please do.
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http://justcompare.ca/
http://justcompare.ca/
As some of you may know, my Business Partners and I have started a FinTech venture in Canada, it is a financial…
Activity
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On May 6th, we’re giving our clients an exclusive first look at a game-changing innovation in wealth management: our AI-powered digital…
On May 6th, we’re giving our clients an exclusive first look at a game-changing innovation in wealth management: our AI-powered digital…
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
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Congrats Kasseem Dean, also known as the Grammy Award winning Swizz Beatz, on receiving the entrepreneurship award! 🙌 Salute to your creative…
Congrats Kasseem Dean, also known as the Grammy Award winning Swizz Beatz, on receiving the entrepreneurship award! 🙌 Salute to your creative…
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
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🎙️ The Pricing Guys – 10 Episodes In We’ve covered a lot already: - How tariffs are really impacting pricing decisions - The role of AI in pricing…
🎙️ The Pricing Guys – 10 Episodes In We’ve covered a lot already: - How tariffs are really impacting pricing decisions - The role of AI in pricing…
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
Experience
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Education
Licenses & Certifications
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Canadian Investment Manager
Canadian Securities Institute
Courses
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Canadian Securities Course
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How to Implement WealthManager
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How to Use WealthManager
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How to Use: ACS-CRM (SalesLogix)
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How to Use: Thompson Portia
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Intro to Visual Studio.Net
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Investment Management Techniques
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Portfolio Management Techniques
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SDLC & UML
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The Clarico Group Inc. - Best Practices to Enable PM & BA Success
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Thinking on your Feet
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Honors & Awards
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Top Quarterly Performance Bravo Award
Chief Information Officer
Implementation of Joint Regulatory Release (AML, QI, IIROC CRM)
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Customer Service Excellence Award
Temenos
Award presented by Temenos in recognition of delivering excellence in customer service for the Manulife Private Wealth Project.
Languages
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English
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Recommendations received
13 people have recommended Ryan
Join now to viewMore activity by Ryan
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Thanks to Manufacturers Alliance for hosting such a great event. Jenya Kubashevskiy and I enjoyed sharing our insights and connecting with everyone.
Thanks to Manufacturers Alliance for hosting such a great event. Jenya Kubashevskiy and I enjoyed sharing our insights and connecting with everyone.
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
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Excited to share one of the strategies at Virgo Digital Asset Management Inc. — a structured, risk-aware approach to digital asset exposure…
Excited to share one of the strategies at Virgo Digital Asset Management Inc. — a structured, risk-aware approach to digital asset exposure…
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
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We’re excited to announce that we have been listed as a finalist in the “Wealthtech Provider of the Year” category for this…
We’re excited to announce that we have been listed as a finalist in the “Wealthtech Provider of the Year” category for this…
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
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So proud of you Shazmin Dosani! What an amazing opportunity to connect with scholars and explore such an important region. Love seeing you do what…
So proud of you Shazmin Dosani! What an amazing opportunity to connect with scholars and explore such an important region. Love seeing you do what…
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
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Rob Madej on stage at Tiburon Boston discussing the great experience with Tiburon’s charitable events.
Rob Madej on stage at Tiburon Boston discussing the great experience with Tiburon’s charitable events.
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
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We're really excited to be working with Jenna Marttila, Patrick Elliott and the rest of the Carbon Alpha team. The North Star Carbon Dioxide Removal…
We're really excited to be working with Jenna Marttila, Patrick Elliott and the rest of the Carbon Alpha team. The North Star Carbon Dioxide Removal…
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
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In this episode, we pull pricing lessons from the world of professional sports, breaking down concepts like anchoring, deferred value, and portfolio…
In this episode, we pull pricing lessons from the world of professional sports, breaking down concepts like anchoring, deferred value, and portfolio…
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
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Keep Your Receipts (Future You Will Thank Yourself) Today's advice: keep your receipts! Maintain a brag doc, a folder, a journal, whatever works…
Keep Your Receipts (Future You Will Thank Yourself) Today's advice: keep your receipts! Maintain a brag doc, a folder, a journal, whatever works…
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
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🔥MCP | A2A Hackathon - AWS Edition 🔥 The agent revolution is here. Protocols like MCP and A2A are becoming the TCP/IP of intelligent systems. This…
🔥MCP | A2A Hackathon - AWS Edition 🔥 The agent revolution is here. Protocols like MCP and A2A are becoming the TCP/IP of intelligent systems. This…
Liked by Ryan Sharma, CIM, CSM®, CSPO®, SA
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