Capital Markets Advisors

Turning Change Into Opportunity

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  • CMA is excited to welcome Diane Gabriel to our team as our Executive Director of Wealth Management Recruiting and Senior Business Development & Talent Acquisition Specialist. Diane has over 40 years of experience in Wealth Management. She has worked at Wells Fargo Advisors and predecessor firms, and most recently as the Director of Financial Advisor Recruiting… Read More »

  • CMA is  thrilled to announce that both David Carle of CMA and Nexus FrontierTech, as well as Danny Goh of Nexus will be speaking at Reuters Events: Future of Insurance Canada 2024 conference. Join them and 300+ of Canada’s insurance leaders as we gather to shape the future of our industry. This event is a unique… Read More »

  • The transition from LIBOR to the Fed-published Secured Overnight Financing Rate (SOFR) or possible alternatives is motivated in large part by the mandated cessation of LIBOR publication.  The transition has engendered major operational initiatives across a wide spectrum of affected banks and other financial institutions. LIBOR has been so thoroughly embedded that legally imposed limits… Read More »

  • Building on the success of our first FRTB roundtable discussion held on December 9, 2020, we are offering a very select group of bank dealers the opportunity to explore in greater detail the impact of FRTB on their operations, finance, technology, and overall business model. The pressure to complete external and internal readiness assessment is… Read More »

  • FRTB will be far more challenging than traditional risk capital regulations due to the lack of regulatory clarity over the boundaries between banking and trading book, the need for consistency across risk data sources, data modellability to prepare for complex risk calculations, and new governance to address changes in data structures and technology infrastructure. In… Read More »

  • CMA’s Steven Goune was featured in the Fin Ops Report’s November 16th article on the challenges of customer account data management issues. The article also highlights CMA’s unique and efficient Data Services Utility tool to help firms become CAT-CAIS compliant in weeks, rather than rather than months or longer! Check out the full article here: https://finopsinfo.com/regulations/finras-cat-customer-account-data-management-challenge/… Read More »

CMA is a results-oriented professional boutique-consulting firm with a specialized focus in capital markets. Our resources are highly experienced, averaging over 10 years of experience in financial services working at the major financial institutions. CMA resources bring a broad set of tools and market knowledge to firms and situations that need to be addressed with confidence in execution as well as expeditious delivery.

 

 

Values and Mission

 

Clients First – At CMA, Clients First means delivering results, keeping our clients’ best interests to heart, and delivering on our promises. We strive to develop long-term partnerships with our clients and as such provide a high-impact, collaborative approach. CMA brings the best of our team to every engagement to ensure our clients’ visions are achieved.

 

Proven Industry Experience – Our team is comprised of senior-level financial services professionals and process experts. Our objective is to address each client’s challenges, provide comprehensive advisory services and strive to deliver results. All of our professionals have significant experience in strategy, transactions, implementation, business, technology and operations.

 

Collaborative Work Approach – CMA works collaboratively with our clients, our clients’ vendors, and our clients’ partners. We work in close coordination at all levels of the organization and strive to ensure that our expertise and knowledge are transferred for ongoing use.

 

 

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  • Boralex, Brookfield Leaders on Renewable Energy Trends October 17, 2024
    Patrick Decostre, President & CEO, Boralex, and Wyatt Hartley, Managing Partner & Chief Financial Officer, Renewable Power & Transition Group, Brookfield Asset Management, discuss the latest developments in the renewable energy sector with Bloomberg’s Naureen Malik at the Bloomberg Canadian Finance Conference 2024. (Source: Bloomberg)
  • Jason Mullins on goeasy’s Growth Strategy, Future October 17, 2024
    Jason Mullins, CEO, goeasy, discusses his growth strategy and future path for the non-prime consumer lender with Bloomberg’s Christine Dobby at the Bloomberg Canadian Finance Conference 2024. (Source: Bloomberg)
  • Canadian Real Estate Firms Share Industry Outlook October 17, 2024
    Tamara Lawson, Chief Financial Officer, QuadReal; Liz Murphy, Chief Financial Officer, Oxford Properties Group; and Teresa Neto, Chief Financial Officer, Granite REIT, examine the intersectionality of factors affecting the real estate markets and the role capital markets play in meeting Canada’s objectives with Bloomberg’s Ari Altstedter at the Bloomberg Canadian Finance Conference 2024. (Source: Bloomberg)
  • CAE CEO Marc Parent on Innovating For Global Safety October 17, 2024
    Marc Parent, President & CEO, CAE, to discuss the technology company's most recent innovations and how they're being deployed to move the world to safety with Bloomberg’s Derek DeCloet at the Bloomberg Canadian Finance Conference 2024. (Source: Bloomberg)
  • Isabelle Marcoux on Driving Long-Term Shareholder Value October 17, 2024
    Isabelle Marcoux, Executive Chair of the Board, TC Transcontinental, share her thoughts on fostering a culture of entrepreneurship and innovation that drives the creation of long-term value for shareholders with Bloomberg’s Mathieu Dion at the Bloomberg Canadian Finance Conference 2024. (Source: Bloomberg)

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