Stevan Dostanic, CFA

Stevan Dostanic, CFA

Ottawa, Ontario, Canada
2K followers 500+ connections

Activity

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Licenses & Certifications

  • Chartered Financial Analyst (CFA)

    CFA Institute

    Issued
  • Certified in Investment Management

    Canadian Securities Institute

    Issued

Volunteer Experience

  • Association of Financial Professionals Canada - Ottawa Graphic

    Board Member

    Association of Financial Professionals Canada - Ottawa

    - Present 8 years 2 months

    Working collaboratively with fellow board members, prepare 2016-17 programming;
    - Bring forth topics of interest to member community
    - Secure speakers and facilities

    Reach out and engage with the Ottawa Finance community (Banking, Treasury, Asset Management, Government).

  • CFA Society Ottawa Graphic

    Treasurer

    CFA Society Ottawa

    - 3 years 10 months

    Former Roles with CFA Society Ottawa:
    - Employer Engagement (2012-2013)
    - Newsletter Editor (2011-2012)

  • Youth Futures Graphic

    Speaker - Subject Matter Expert

    Youth Futures

    - Present 10 years

    Education

    Provided a French and English session on the basics of Financial Literacy to participants in the Youth Futures program (http://youth-futures.com/).

Courses

  • Canadian Securities Course

    -

  • Conducts and Practices Handbook (Ethics)

    -

  • Financial Planning Examination 1 (FPE1)

    -

  • Life License Qualifications Program

    -

  • Portfolio Management Techniques

    -

  • WME - Financial Planning Supplement

    -

  • Wall Street Prep Investment Banking Boot Camp

    -

  • Wealth Management Essentials

    -

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