Jag Dhillon

Jag Dhillon, CFA has over 17 years of work experience in the finance industry. Jag began their career as an Investment Representative at CIBC Investor Services in 2001. From 2002 to 2006, they worked as an Administrator/Trader at Genus Capital Management, where they were responsible for buy side equity trading, settlement of trades, and reconciliation of net asset values. In 2006, Jag joined Connor, Clark & Lunn Financial Group (CC&L) as a Senior Analyst, Investment Analytics. In this role, they oversaw the monthly and quarterly processes for the Analytics team, calculated and tracked investment information, conducted attribution analysis, and maintained GIPS compliant composites. In 2014, they were promoted to Team Lead, Investment Analytics, where they continue to excel in their responsibilities.

Jag Dhillon, CFA has a Financial Management Diploma in Corporate Finance from the British Columbia Institute of Technology. In addition, Jag has obtained multiple certifications from the Canadian Securities Institute, including CSC, CPH, and Derivatives and Options Certifications. Jag is also a CFA Charterholder, having obtained the CFA Charter from the CFA Institute. Furthermore, Jag has achieved the CFA Charter 10 Year Milestone as recognized by the CFA Institute.