Scott L. Wilson, CPA, CMA, CFA has a strong background in investment compliance and portfolio services. Scott L. started their career at State Street, where they held various roles including Assistant Vice-President and Senior Manager of Investment Compliance Services. Scott L. then moved on to Reinsurance Group of America, where they worked as a Global Accounts Associate. Currently, Scott is the Head of the Portfolio Services Group at Fidelity Canada, where they manage the investment compliance team.
Scott L. Wilson, CPA, CMA, CFA holds a Bachelor's degree in Mathematics with a focus on Mathematics/Business Administration from the University of Waterloo, completed between 2000 and 2005. Scott L. further pursued an Accounting, Finance, and Management degree at The Society of Management Accountants of Canada, earning their CMA certification from 2008 to 2010. In 2017, they obtained their Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute.
January, 2018 - present
April, 2014