Head to Head with Tommy Baltzis & Craig Skauge – 4:00 pm
PCMA Online Conference 2020
Join in the Dialogue
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.