2023
PCMA CANADA
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Starting May 3, 2023 5pm EST
2023-05-03 17:00:00
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TommyBaltzis

Tommy Baltzis CFA, CPA, CA

PCMA Canada Chair, CEO & President, WhiteHaven Securities

Opening & Closing Remarks | 2:30 pm

Tommy is the CEO and founder of WhiteHaven Securities. He has earned the right to use the CFA designation and the CPA, CA designation. WhiteHaven Securities is a dynamic, fully integrated financial firm based out of Quebec and expanding its operations across Canada. WhiteHaven Securities’ multi-license platform is anchored on discretionary portfolio management, exempt products, insurance and mutual funds.

Presently, WhiteHaven Securities is a pioneer in the retail exempt space in Quebec and with Tommy’s dedication and passion, hopes to promote the exempt market not only in his home province but throughout the country. Tommy began his career at PwC working as an auditor where he focused on the financial industry and manufacturing industry. At PwC, he worked on mandates like the Molson-Coors merger and the spinoff of Novelis from Alcan. He then pursued his career working for a large private manufacturing company called Lallemand, based out of Québec. There, he gained a significant amount of corporate finance experience, working in the private sector across multiple continents, participating in mergers, joint ventures, acquisitions, restructuring, cash pooling and currency hedging strategies among other things. After many years with Lallemand, Tommy started his own consulting firm helping SMEs with various financial and operational issues. With his in depth knowledge of both the financial and the operational sector, the natural transition was for Tommy to create WhiteHaven Securities.

Other Speakers

jason-pJason Park
burrowsCraig Burrows
Hon PP headshot new 2020Hon. Pierre Poilievre PC, MP, Carleton
david-icmDavid Vankka
KinkaidePeter Kinkaide
ian-leeIan Lee PhD.
scott-binnsScott Binns
daskalovAlex Daskalov
DH-kimDH Kim
matthew-brugoyneMatthew Burgoyne
MikeMichael F. White
john-mcisaac-hoverJohn McIsaac
Brian-KoscakBrian Koscak
Grant-VingoeMr. Grant Vingoe
mark-simoneMark Simone
Jay-SimmonsJay Simmons
SpencerSpencer Coupland
brett-wilsonW. Brett Wilson
Denise-WeeresDenise Weeres
CraigSkaugeCraig Skauge
NancyBacon_400x400Nancy Bacon
D_Wallach_350x351David Wallach, CCIM
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