Anish Chopra, CPA, CA, CFA, CBV
Toronto, Ontario, Canada
6K followers
500 connections
About
Wealth Advisor. Investment manager. Global. 25 years in markets. Designing wealth management strategies for individuals, corporations and institutions.
Past: Oversaw $100 billion in a prior role. Former mutual fund & hedge fund manager, proprietary trader, investment banker (mergers & acquisitions), auditor.
Activity
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Aaron’s premonition is guaranteed to age well. David Swensen’s liquidity window was a successful sale of an illiquid asset, and Warren Buffett’s…
Aaron’s premonition is guaranteed to age well. David Swensen’s liquidity window was a successful sale of an illiquid asset, and Warren Buffett’s…
Liked by Anish Chopra, CPA, CA, CFA, CBV
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I was pleased to appear on the Banking on Girls Podcast to discuss the financial security of women and girls. Thank you Marina Batliwalla for the…
I was pleased to appear on the Banking on Girls Podcast to discuss the financial security of women and girls. Thank you Marina Batliwalla for the…
Liked by Anish Chopra, CPA, CA, CFA, CBV
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#PollResults I recently ran a poll asking which Canadian stock market sector has the best medium-term growth potential. The results are as follows:…
#PollResults I recently ran a poll asking which Canadian stock market sector has the best medium-term growth potential. The results are as follows:…
Shared by Anish Chopra, CPA, CA, CFA, CBV
Experience
Education
Licenses & Certifications
Volunteer Experience
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Chair and Board Member
Chartered Business Valuators Institute (CBV Institute)
- 6 years
The Canadian Institute of Chartered Business Valuators (CICBV) is a professional association that establishes practice standards, educational requirements and ethical guidelines, which promote the integrity of the Chartered Business Valuator (CBV) profession in Canada. We are also active within the international business valuation community, setting new standards for valuation best practices around the world. Our members include over 1,700 highly qualified CBVs across Canada and…
The Canadian Institute of Chartered Business Valuators (CICBV) is a professional association that establishes practice standards, educational requirements and ethical guidelines, which promote the integrity of the Chartered Business Valuator (CBV) profession in Canada. We are also active within the international business valuation community, setting new standards for valuation best practices around the world. Our members include over 1,700 highly qualified CBVs across Canada and internationally, practicing in the areas of business valuation and litigation support.
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Board Member
PMAC - Portfolio Management Association of Canada
- Present 4 years
Established in 1952, the Portfolio Management Association of Canada (PMAC) is a forum for Portfolio Management firms to share best practices and industry knowledge. Over the years, the Association has evolved to be an active voice in Ottawa and with provincial securities commissions on issues that impact investors and their investment managers. PMAC Members manage investment portfolios for private individuals, foundations, universities and pension plans. PMAC currently represents over 280…
Established in 1952, the Portfolio Management Association of Canada (PMAC) is a forum for Portfolio Management firms to share best practices and industry knowledge. Over the years, the Association has evolved to be an active voice in Ottawa and with provincial securities commissions on issues that impact investors and their investment managers. PMAC Members manage investment portfolios for private individuals, foundations, universities and pension plans. PMAC currently represents over 280 portfolio management firms who collectively manage more than $2.8 trillion of assets on behalf of pension plans, foundations, non-profit organizations, institutions and high net worth investors.
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Member of the Investment Committee
The Princess Margaret Cancer Foundation
- Present 4 years
Health
Founded in 1982, Princess Margaret Cancer Foundation raises money to fund research, building upgrades, and equipment purchases at Princess Margaret Cancer Centre. It is estimated that almost 50% of Canadians will develop cancer in their lifetime and 25% will die from the illness. The centre aims to “conquer cancer in our lifetime”.
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Member of the Consumer Advisory Panel
Financial Services Regulatory Authority of Ontario (FSRA)
- Present 4 years
FSRA is committed to ensuring that consumer input and perspectives inform our regulatory direction and decisions. The Consumer Advisory Panel will play an important role in fulfilling this commitment and delivering on FSRA’s mandate to protect the public interest in financial services in Ontario. The Panel will also serve as an advisory body to FSRA (through the newly created Consumer Office).
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Member of the Advisory Board, School of Accounting and Finance
University of Waterloo
- Present 10 years
Education
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Chair and Board Member
CFA Society Toronto
- 4 years
Founded in 1936, CFA Society Toronto (formerly Toronto Society of Financial Analysts Inc.) is a not-for-profit organization supporting the professional development and advancement of CFA® charterholders. The society provides member services including educational programs, sponsored events, employment postings, and networking opportunities. CFA Society Toronto with over 9,000 members is the second largest member society in the world, and the largest in CFA charterholders.
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Chair, Advisory Board, Student Investment Fund, School of Accounting and Finance
University of Waterloo
- Present 12 years
Education
The School of Accounting and Finance has established the Student Investment Fund to provide students with an educational experience in an institutional setting. The Student Investment Fund provides students hands-on-training in equity valuation and portfolio management with guidance from industry experts and supervision by finance faculty.
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Member of the Investment Committee
The Lawson Foundation
- Present 12 years
Children
The Lawson Foundation is a national family foundation that invests in and engages with ideas, people and organizations that contribute to the wellbeing of children and youth and their development as active and engaged members of society.
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Board Member, AIMA Canada
AIMA - The Alternative Investment Management Association
- 2 years
AIMA Canada, a National Group of AIMA in Canada, was formed in March 2003 to act as the voice of the alternative investment industry in Canada. AIMA Canada has over 130 corporate members including hedge fund managers, institutional investors, pension fund managers and consultants, administrators, auditors, lawyers, prime brokers and other service providers. In addition to working with regulators, holding luncheons and information sessions in Toronto, Montreal, Vancouver and Calgary, AIMA…
AIMA Canada, a National Group of AIMA in Canada, was formed in March 2003 to act as the voice of the alternative investment industry in Canada. AIMA Canada has over 130 corporate members including hedge fund managers, institutional investors, pension fund managers and consultants, administrators, auditors, lawyers, prime brokers and other service providers. In addition to working with regulators, holding luncheons and information sessions in Toronto, Montreal, Vancouver and Calgary, AIMA Canada has developed a variety of publications including the AIMA Canada Handbook.
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Board Member
Accounting Standards Board (AcSB)
- 2 years
The Accounting Standards Board is an independent body with the authority to develop and establish accounting standards for use by all Canadian entities outside the public sector.
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Adjunct Lecturer, School of Accounting and Finance
University of Waterloo
- Present 11 years
Education
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Community Representative
Ontario Judicial Council
- 4 years
The Ontario Judicial Council was established by the Courts of Justice Act, R.S.O. 1990, Ch. C.43 to investigate complaints made by the members of the public about conduct of provincially-appointed judges. In addition, it approves the continuing education plan for provincial judges.
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Member of the Investment Committee
Toronto Police Widows and Orphans Fund
- 4 years
The Toronto Police Widows and Orphans Fund is the first to respond at a member's time of need. The Fund was created in 1952 by Toronto Police Members to help meet the needs of member's loved ones when they need it most.
Honors & Awards
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Alumni Achievement Award, School of Accounting and Finance
University of Waterloo
In 2012, Anish was the recipient of this annual award which is given to alumni who have distinguished themselves through their professional achievements, as well as community and public service.
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Communicator Award
Canadian Institute of Chartered Business Valuators
In both 2011 and 2013, Anish was the recipient of the CICBV Communicator Award which is granted to a CBV who has undertaken communication activities and actions that have had a beneficial impact on the promotion of the business valuation profession to non-CBVs.
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Fellowship
Canadian Institute of Chartered Business Valuators
In 2016, Anish was elected a Fellow of the Canadian Institute of Chartered Business Valuators, the highest designation that the Institute confers, recognizing those who have brought distinction to the business valuation profession and have achieved recognition in their professional lives and in their communities.
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Fellowship
CPA Ontario
In 2013, Anish was elected a Fellow of the Chartered Professional Accountants of Ontario (CPA Ontario), the highest designation that the Institute confers, recognizing outstanding career achievements and leadership contributions to the community and the profession.
Languages
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English
Native or bilingual proficiency
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French
Professional working proficiency
More activity by Anish Chopra,
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Last week, I had the honour of being invited to join the University of Waterloo’s 6th annual Ethics Symposium held at the CPA CA offices in Toronto…
Last week, I had the honour of being invited to join the University of Waterloo’s 6th annual Ethics Symposium held at the CPA CA offices in Toronto…
Liked by Anish Chopra, CPA, CA, CFA, CBV
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I recently spoke at the annual event of Accountability in a Sustainable World Quarterly. Thanks to Peter Easton, Managing Editor ASWQ, for giving me…
I recently spoke at the annual event of Accountability in a Sustainable World Quarterly. Thanks to Peter Easton, Managing Editor ASWQ, for giving me…
Liked by Anish Chopra, CPA, CA, CFA, CBV
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I’m honoured to officially step into the role of President and CEO at RF Capital and Richardson Wealth, and excited to continue building on the…
I’m honoured to officially step into the role of President and CEO at RF Capital and Richardson Wealth, and excited to continue building on the…
Liked by Anish Chopra, CPA, CA, CFA, CBV
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Following yesterday's modest gains on Canada's main stock index, I was interviewed by The Canadian Press’ Rosa Saba. Here’s what I had to…
Following yesterday's modest gains on Canada's main stock index, I was interviewed by The Canadian Press’ Rosa Saba. Here’s what I had to…
Shared by Anish Chopra, CPA, CA, CFA, CBV
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