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Asset Management & Client Services

William Chyz, HBA, CFA, CAIA Director

William Chyz, HBA, CFA, CAIA

As a Director, Asset Management & Client Services, and as a registered Portfolio Manager, William manages many of Westcourt Capital Corporation’s largest client accounts. Much of William’s daily activities include the ongoing monitoring of client portfolios and assessing whether changes should be made to those portfolios based on the current market environment and each client’s personal circumstances.

William’s investment career began on the retail foreign exchange trading desk at Scotia Capital where he was responsible for the daily execution of trades while maintaining an understanding of current market forces to maximize profit for the bank. His main focus was USD/CAD but he also spent time on the EUR, GBP, CHF, AUD and NZD books. Duties included daily research and presentation of ideas to the UK team.  He also assisted traders on the options, futures and forwards desks. William joined Westcourt in 2012.

William earned a Bachelor of Business Administration (Honours) degree from the Richard Ivey School of Business. He is both a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA). William is registered as a Portfolio Manager (Advising Representative) for Westcourt in Ontario, Quebec, Alberta and British Columbia, and is a member of Westcourt’s Investment Committee.