Mahesh Sujanani, CIM®

Mahesh Sujanani, CIM®, has a diverse work experience spanning multiple industries and roles. Mahesh is currently the Director at Insight Learning and Development (ILD), where they work with clients in the financial sector, including asset management, banks, hedge funds, and insurance companies. Their responsibilities involve supporting these clients in various areas such as sales, risk management, trading (derivatives, equities, FICC, fintech), and training.

In addition to their role at ILD, Mahesh Sujanani is also a Professor of Finance at Centennial College since 2020. Previously, they worked as a Course Facilitator at Alpha Development, where they provided training in finance-related courses.

Before transitioning to the finance industry, Mahesh Sujanani had experience as a Canadian Income Tax Professional at H&R Block from 2002 to 2008.

Mahesh also served as the Vice President at TradeX Capital from 2011 to 2017, where they likely had responsibilities related to business development and operations.

Furthermore, Mahesh Sujanani worked as an Associate at MDA Training from 2015 to 2017, and as an Institutional Business Development professional at FXCM from 2010 to 2011.

Moreover, they served as a Dealer at IG from 2008 to 2010, where they likely played a role in trading and investment activities.

Early in their career, Mahesh Sujanani worked at HSBC as an FX, Derivatives & Equities Dealer from 2003 to 2008. In this position, they executed orders for HSBC fund managers and high net worth clients across Asian and North American markets, specializing in various financial products such as FX, equities, fixed income, and structured products.

Additionally, Mahesh Sujanani has experience as a freelance corporate English and finance trainer at Pasona Education Co. Ltd. from 2013 to 2017. Their role involved training executives and staff of Japanese corporations in Hong Kong on business hard and soft skills.

Overall, Mahesh Sujanani's work experience covers a wide range of roles in finance, training, and education, demonstrating their expertise in these fields.

Mahesh Sujanani, CIM®, has pursued higher education in multiple fields. Mahesh has a Bachelor of Education in Adult Education (ADED) from Brock University and a Bachelor of Arts in Economics (Econ.) from York University. In addition to these degrees, they have also completed various certifications and courses to enhance their knowledge and skills in finance and taxation. These include a Charter from the CFA Institute in Analyst & Portfolio Management, a Canadian Investment Manager (CIM®) designation from the Canadian Securities Institute in Portfolio Management, and a Canadian Individual & Corporate Income Tax Certificate from H&R Block. Furthermore, they have obtained additional certifications in derivatives fundamentals, options licensing, portfolio management techniques, investment management techniques, conduct & practices, Canadian securities, financial markets risk management, labour-sponsored investment funds, and Canadian investment funds from the Canadian Securities Institute and The Investment Funds Institute of Canada.