Petr Straka, B.Tech.(Accounting), CFA, CIM
After immigrating to Canada in 1997 with a electrical engineering background, Petr earned a Bachelor of Technology (Accounting) from the BCIT. To advance his professional investment knowledge, Petr took the Canadian Securities Course in 1998, completed the Canadian Investment Manager (CIM) program in 2001 and became a Chartered Financial Analyst (CFA) in 2007.
Petr has a strong foundation of wealth management industry experience, with expert knowledge of financial instruments, financial modeling and cash-flow analysis. At his last position he analyzed and evaluated private client portfolios with focus on performance, volatility and asset allocation for each individual holding and the overall investment portfolio.
Petr has developed comprehensive financial plans for retail/small business investment clientele including financial modeling, budgeting and financial statements analysis.
Outside of the office Petr enjoys playing chess and spending time with his spouse Nilofar traveling, exploring the art museums and watching international cinematography.