Shaun Wilkes, CFA

Shaun Wilkes, Lead Investment Analyst, CFA
Phone: 416-421-3557 ext. 234

Shaun joined Proteus in February 2016 and is part of the investment analyst team.

Shaun is a Chartered Financial Analyst (CFA) charterholder and a member of the Toronto CFA Society. Shaun also completed the Canadian Securities Course, the Conduct and Practices Handbook Course and two Financial Industry Regulatory Authority (FINRA) courses.

Shaun graduated from Northeastern University in Boston, Massachusetts in 2009 with a Bachelor of Science in Business Administration with a dual major: finance and insurance, management.

Prior to starting at Proteus, Shaun was a client analyst at a practice management software company for North American wealth managers.