Tony Kalvik, MBA
Senior Consultant
A Senior Financial Executive with significant consulting and operational accomplishments in the financial sector with more than 22 years of capital markets consulting experience. His consulting experience includes business transformation, system implementations, sourcing, governance and risk management, compliance and program transformation assurance. Major clients include: Investment Managers, Pension Funds, Wealth Managers, Banks, Insurance Companies, Custodians and other Financial Service organizations.
Tony has led numerous projects throughout the financial services industry including:
- Government agencies
- Wealth Management firms
- Insurance companies
- Pension Funds
- Private Equity firms
- Mutual Fund companies and Asset Managers
- Investment Industry Associations
- Bank-owned Investment Dealers
EDUCATION AND PROFESSIONAL DEVELOPMENT
- Master of Business Administration (Finance and Accounting), University of Toronto Bachelor of Science (Chemistry and Physics), University of Toronto
- M.T.C.I. Designation from Trust Companies Institute
- Fellow Designation from Institute of Corporate Secretaries and Administrators
- Continuing Education includes Leadership, Facilitation Skills, Consulting Methodologies, Risk Management training (Basel II and FinArch), Macroscope Project Management, LEAN