Tony Cox, CPA, CA, ICD.D is consulting to Jerry Beniuk, Head of Global Fund Services at CIBC Mellon whose role was created to oversee the implementation of the BNYM Global Operating Model for fund and portfolio valuation into CIBC Mellon and be responsible for the fund accounting, financial reporting and recordkeeping departments of CIBC Mellon.
Tony has been involved in the investment fund and securities industry for over thirty years, serving on many IFIC and CICA committees, including the original CICA Study Group on Financial Reporting for Investment Funds. He is currently a member of the Independent Review Committee of the Questrade ETFs.
Tony is also the Chair of the fundraising committee and board member of The Duke of Edinburgh's Award, Ontario.
Consultant - Global Fund Services @ From August 2015 to Present (5 months) Member Independent Review Committee (IRC) @ New family of Exchange Traded Funds in 2015 From January 2015 to Present (1 year) Toronto, Canada AreaDirector, President, Owner @ Investment Fund company start ups and reorganizations and including COO, CFO and Independent Review Committee (IRC) responsibilities. From June 1997 to Present (18 years 7 months) Toronto, Canada AreaDirector, Chair of Fundraising Committee @ June 2007 to April 2013 and April 2015 to present From June 2007 to Present (8 years 7 months) Toronto, Canada AreaDirector, Chief Financial Officer and subsequently Fund Financial Reporting @ Director and CFO from Dec 2012 to April 2013 at the initial start up. Returned Dec 2013 to March 2014 for fund financial reporting project, 8 closed end, ETFs and mutual funds MRFPs and annual financial reports.
Purpose Investments Inc. is committed to enabling all investors to have access to great investment products at reasonable fees. Through innovative and thoughtful product design and development, our investment strategies will be managed with prudence, a long-term perspective, and with the goal of providing returns that are consistently better than those of a benchmark index. Purpose believes in focusing first on managing risk and creating value that is currently missing from the marketplace, thus empowering all Canadians to be better investors. Purpose was founded by Som Seif in 2012. From December 2012 to March 2014 (1 year 4 months) Director, Chief Operating Officer, NBF Turnkey Solutions Inc. (National Bank Financial Group) @ Subsidiary of National Bank Financial From 1999 to February 2010 (11 years) Chief Financial Officer @ Mutual Fund Management Company owned by Sun Life Financial. subsequently sold to CI Financial From June 1987 to June 1997 (10 years 1 month) Senior Manager, Securities Specialist @ Audit Manager for Nothern Telecom - U.S. and International and Bell Canada including Saudi Arabia.
Securities Specialist working on IPOs for clients and on Mutual Fund company start ups. From September 1976 to June 1987 (10 years 10 months)
ICD.D, Directors Education Program @ University of Toronto - Rotman School of Management From 2010 to 2010 Kingston Business School - UK Anthony ICD.D is skilled in: Investments, Mutual Funds, Securities, Asset Management, Wealth Management, Asset Managment, Investment Strategies, Start-ups, Risk Management, Finance, Financial Services, Equities, Management, Auditing, Portfolio Management