Headquarters:
Calgary, AB
Year founded:
2001
Number of employees:
10
Phone:
1 877 668 1332
Email:
info@siacharts.com
Website:
siacharts.com
LinkedIn:
linkedin.com/company/siacharts
“The goal is to help advisors focus on the best opportunities and save them time from doing research on other investments with clear rankings and alerts”
Paul Kornfeld,
SIACharts
Jeremy Fehr
CEO and Founder
Paul Kornfeld, CFA
President
Alvin Yee, CIM
Account Manager
Leadership
Jeremy Fehr has spent over 20 years working as an investment advisor and developing proprietary risk management and performance-enhancing solutions in the investment industry. Fehr 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.
CEO and Founder
Jeremy Fehr
Paul Kornfeld is a Stanford alumnus with a Chartered Financial Analyst (CFA) designation, which he received in 2017. As president of SIACharts, he is in responsible for sales, marketing, support, operations, development, and a number of other areas.
Kornfeld is a former Canadian national swimmer who has set a World Record. He lives in Calgary with his wife, Laura, and their three children.
President
Paul Kornfeld, CFA
Alvin Yee 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 regional investment brokerage. He also worked at an IIROC firm, learning the trade of technical analysis while working toward his CIM accreditation. Yee honed his portfolio management abilities while supplementing them with technical analysis training.
He lives in Calgary, where he spends his weekends on the bike paths or at the recreational centre.
Account Manager
Alvin Yee, CIM
Leadership
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
Leadership
Mahabub Rabbani Bhuiyan
Website Programmer
Mahabub Rabbani Bhuiyan lives in Bangladesh and has worked for Vision Systems since May 2020. He has a Bachelor of Business Administration (BBA), with a major in Management Information Systems.
Mahabub built and maintains the company website, including a directory and links to over 50 training videos, and a complete client database that can be searched and manipulated in several ways. Registration forms for the email “nurturing” campaign are integrated with Constant Contact and “book” buttons are integrated with Calendly.
Website Programmer
Mahabub Rabbani Bhuiyan
Mike Zegers
Vice President, Strategy and Business Development
Mike Zegers leads business development efforts at Infinite and is responsible for identifying new partners for the firm. With a background in sales, marketing, product strategy, and investment services, he leverages his experience in driving forward solutions for firms as part of a collaborative approach.
Having more than a decade of experience with a large financial institution, coupled with more than 10 years at Infinite, Mike focuses on what clients need based on his product and industry knowledge. He is passionate about exceeding client expectations from day one.
Vice President, Strategy and Business Development
Mike Zegers
SIACharts has garnered a reputation for delivering unparalleled "strategic investment analysis" to financial advisors.
As a leading market intelligence platform, it offers advisors objective, rule-based tools for maintaining a competitive edge in the industry.
Key features of SIACharts include:
· 24/7 monitoring: objective alerts that guide buying or selling decisions
· Portfolio management: tools for creating and managing portfolios, including watchlists and models tailored to various investment strategies
· Asset allocation: ranking of seven major asset classes to assist advisors in optimizing diversification
· Actionable insights: daily rankings of S&P 500 stocks based on relative strength and technical analysis
Paul Kornfeld, president of SIACharts, emphasizes the platform's mission: "The goal is to help advisors focus on the best opportunities and save them time from doing research on other investments with clear rankings and alerts.”
He says, “By using our system, advisor teams have been able to save money from hiring additional staff with our time saving tools and portfolio management modelling capabilities.”
“We did not want to be a company that kept adding on to an old technology without fully investing in the future. The [rebuild] allowed SIA to keep up with new competition while also giving the firm the ability to integrate AI technology and customize the advisor experience”
Steve Flamand
Executive Director of Product, Corporate, IT and Digital Strategy
Kirk Merrett
Director, HR and Administration
Michael Ricciuto
Director, Safety and Compliance
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
As the executive director of product, corporate, IT and digital strategy for HAC, Steve Flamand oversees the product portfolio life cycle activities, pricing and packaging strategies, research and forecasting functions, and the development of short- and long-term business plans. He is also responsible for Hyundai Canada’s IT and Connected Digital Experience divisions, which was established with the aim of creating industry-leading customer purchasing and ownership experiences with a complete digital transformation that will introduce new business processes. This also includes a heightened focus on retaining customer loyalty through technological innovations across a number of platforms.
Flamand has 30 years of experience in the automotive industry working for both domestic and import brands in positions around the globe. He has a proven international track record of creating and building leading concepts, pioneering new business opportunities, acting upon consumer insights, and responding to market trends.
Prior to joining Hyundai Canada in 2018, Flamand worked for General Motors for 25 years in a variety of product and portfolio planning, program management and strategy roles across Canada, the United States, Europe, and Asia.
Executive Director of Product, Corporate, IT and Digital Strategy
Steve Flamand
Kirk Merrett is the director of human resources and administration at HAC. Since joining the company in 2013, Merrett has been leading the strategic development of the HR function to promote maximum effectiveness in Hyundai’s diverse workforce and directing the inclusive philosophy for attracting and retaining the best talent. Merrett draws from a deep level of expertise through over 20 years’ experience in organizational management and corporate governance.
Merrett strongly believes in the personal and professional benefits of corporate social responsibility and is directly involved in a number of organizations. He and his team have driven a number of youth-targeted CSR initiatives focused on diversity, equity and inclusion, most notably with BGC Canada, for which Hyundai Canada is a title sponsor. In January 2023, he was recognized as Notable Champion of Diversity by Automotive News Canada.
Prior to joining Hyundai, he served as a human resources senior executive for Mitsubishi Canada and Eddie Bauer of Canada.
Director, HR and Administration
Kirk Merrett
Michael Ricciuto is the director of safety and compliance at HAC. He is responsible for guiding and elevating Hyundai and Genesis as the automotive leaders in safety and compliance while overseeing all government policy interactions and strategies.
Ricciuto is a familiar face to HAC, having previously been with the company for eight and a half years. In 2010, he joined HAC as the national manager, product and strategic business planning, was promoted to director, product and corporate strategy in 2016, and subsequently moved to the director, Genesis role where he launched the unique Genesis retail business model in Canada.
Most recently, he was with Volkswagen Canada as their director, network development, for over four years. He also has experience in various engineering and managerial roles, including manager of automotive regulatory activities and vehicle environmental programs, at GM Canada.
Director, Safety and Compliance
Michael Ricciuto
Kimi Shah leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic, and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.”
Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”
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We welcome those from a variety of backgrounds to help strengthen our Nation, and your career. With a wide range of opportunities, a rich heritage, strong core values, and extraordinary benefits, you’ll find a place to forge a career and be a force for positive change. When you work for the Choctaw Nation, you’re seen as a member of a family.
We constantly strive to improve the health and happiness of our Choctaw associate family and their dependents through our exceptional benefits and resources, which include access to employee health clinics (these function like free urgent care clinics), 12 Choctaw Nation Wellness Centers, a tuition reimbursement program, and a 401(k) retirement plan with employer match.
The comments and opinions expressed in this newsletter are solely the work of LePoidevin Group, not an official publication of Canaccord Genuity Corp., and may differ from the opinion of Canaccord Genuity Corp’s. Research Department. Accordingly, they should not be considered as representative of Canaccord Genuity Corp’s. beliefs, opinions or recommendations. All views expressed in this newsletter are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities. All information is given as of the date appearing in this newsletter, is for general information only, does not constitute legal or tax advice, and the author LePoidevin Group does not assume any obligation to update it or to advise on further developments related. All information included herein has been compiled from sources believed to be reliable, but its accuracy and completeness is not guaranteed, nor in providing it do the author or Canaccord Genuity Corp. assume any liability.
CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER-CANADIAN INVESTOR PROTECTION FUND AND THE INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA (IIROC).
What sets SIACharts apart in the industry:
· Exclusive access: SIACharts is only available to licensed investment advisors. This exclusivity ensures advisors have a unique edge over competitors, preventing clients from bypassing them to access the platform independently.
· Risk management and disciplined selling: Unlike tools that focus on buying decisions, SIACharts emphasizes a top-down approach to risk management, helping advisors navigate volatile markets by providing actionable sell alerts when better opportunities arise.
Jeremy Fehr, CEO and founder of SIACharts, laid the foundation for the platform in 2001.
Initially creating a risk management system for his clients as an investment advisor, Fehr's success led other advisors to seek access to his technology. This demand prompted him to transition from advising to developing SIACharts into a premier investment decision-making tool.
Kornfeld reflects on the company's evolution: “What started as more of a technical analysis software specializing in relative strength and risk management has become over the years a trusted, award-winning market intelligence platform and portfolio management solution.”
The firm's commitment to innovation is evident in its proactive approach to adapting to industry changes. Six years ago, SIACharts underwent a complete software redesign to meet evolving client needs in the digital era.
Kornfeld elaborates: "We did not want to be a company that kept adding on to an old technology without fully investing in the future. The [rebuild] allowed SIA to keep up with new competition while also giving the firm the ability to integrate AI technology and customize the advisor experience.”
Looking forward, Kornfeld shares the company's vision: "SIACharts plans to integrate extensive Fundamental and Financial data, further enriching our platform. Our goal is to be the go-to solution for financial advisors seeking to outperform the competition."
Paul Kornfeld,
SIACharts