Oliver Shao

Portfolio Manager-Equities at iA Global Asset Management, Inc.

Finance

Consumer Services

Profile

Mr. Oliver Shao is a Director & Portfolio Manager at iA Global Asset Management, Inc. Prior to joining iAGAM, Mr. Shao was an Associate Portfolio Manager at 1832 Asset Management on a U.S.-focused long/short derivatives fund.
Before that, he worked CI Cambridge (now CI Global Asset Management).
While at CI, he was responsible for conducting deep fundamental research across the global consumer and consumer tech sectors.
He holds a Bachelor of Management and Organizational Studies from Western University and is a CFA charterholder.

Oliver Shao active positions

Companies	Position	Start
iA Global Asset Management, Inc. iA Global Asset Management, Inc. Investment ManagersFinance Part of iA Financial Corp., Inc., iA Global Asset Management, Inc. is a Canadian company that provides investment advice. The company is based in Quebec, Canada.	Portfolio Manager-Equities	2022-11-30

All active positions of Oliver Shao

Former positions of Oliver Shao

Companies	Position	End
CWB Wealth Partners Ltd. CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations.	Analyst-Equity	2018-12-31
Acumen Capital Finance Partners Ltd. Acumen Capital Finance Partners Ltd. Investment Banks/BrokersFinance Founded in 1995, Acumen Capital Finance Partners Ltd. is an independent boutique investment dealer headquartered in Calgary. The firm is a Participating Organization of the Toronto Stock Exchange (TSX), a Member Firm of the TSX Venture Exchange, a Member Firm of the Investment Industry Regulatory Organization of Canada (IIROC) and a Member in the Canadian Investor Protection Fund. Acumen's research efforts focus on small-cap companies Canadian and US companies.	Analyst-Equity	-

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Training of Oliver Shao

University of Western

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

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Executives

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Linked companies

Private companies	3
Acumen Capital Finance Partners Ltd. Acumen Capital Finance Partners Ltd. Investment Banks/BrokersFinance Founded in 1995, Acumen Capital Finance Partners Ltd. is an independent boutique investment dealer headquartered in Calgary. The firm is a Participating Organization of the Toronto Stock Exchange (TSX), a Member Firm of the TSX Venture Exchange, a Member Firm of the Investment Industry Regulatory Organization of Canada (IIROC) and a Member in the Canadian Investor Protection Fund. Acumen's research efforts focus on small-cap companies Canadian and US companies.	Finance
CWB Wealth Partners Ltd. CWB Wealth Partners Ltd. Investment ManagersFinance CWB Wealth Partners Ltd. (CWB Wealth) is a Canadian investment management firm headquartered in Calgary, Alberta. Formerly known as CWB McLean & Partners Wealth Management Ltd., the firm was founded in 1999 and is a subsidiary of CWB Wealth Management Ltd., owned by Canadian Western Bank (TSX: CWB). CWB Wealth provides personalized investment strategies for high-net-worth individuals and families, institutions, small foundations, and not-for-profit organizations.	Finance
iA Global Asset Management, Inc. iA Global Asset Management, Inc. Investment ManagersFinance Part of iA Financial Corp., Inc., iA Global Asset Management, Inc. is a Canadian company that provides investment advice. The company is based in Quebec, Canada.	Finance

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