Cim® Umair Alam

Umair Alam has several years of experience in the financial industry, with a focus on investment advising and sales. Umair currently works as an Inside Sales Representative at Dynamic Funds since 2020. Prior to this, they served as an Investment Advisor at Edward Jones Investments from 2018 to 2019. Umair also worked at Dynamic Funds from 2014 to 2018, first as a Sales Associate from 2014 to 2016, and then as an Inside Sales Representative from 2016 to 2018. Umair started their career at TD, where they held various positions, including Senior Investment Representative at TD Waterhouse Canada in 2014 and Investment Consultant/Financial Service Representative from 2011 to 2013. Umair also worked as a Customer Service Representative at TD from 2010 to 2011.

Umair Alam, CIM®, has a diverse education history. Umair earned a Bachelor of Arts (HBA), Honours degree in Economics from the University of Toronto. Additionally, they passed the CFA Level 1 examination through the CFA Institute. In 2018, Umair obtained their LLQP License (Life License Qualification Program) from the IFSE Institute. Umair also holds a High School Diploma O.S.S.D. from R.H.King Academy.

In terms of certifications, Umair has obtained the Certificate in Advanced Investment Advice from the Canadian Securities Institute in October 2021. Umair has also achieved the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute in the same month and year.