Theo Heldman

Theo Heldman, CPA, CA, CFA, ICD.D, serves as the Chief Financial Officer and Vice President of Risk at WISE Trust since 2021. As a member of the Independent Fund Governance Committee at Burgundy Asset Management since 2019, Theo contributes to the governance of a leading global investment manager. Additionally, as Chair of the Tax Committee at the Portfolio Management Association of Canada since 2016, Theo advocates on tax issues affecting investment managers. Previous roles include Vice President of Strategy & Compliance and Vice President of Fund Accounting & CFO at Invesco Canada, where significant improvements in fund operations and accounting systems were achieved. Theo’s career also includes leadership positions at i3 Advisors Inc., Trimark Financial Corporation, and Ernst & Young, supported by an education in Finance & Economics from the University of Toronto's Rotman School of Management and completion of the Directors Education Program.