Smart Investing


About Wayne

Wayne Cheveldayoff is a former investment advisor and professional financial planner. He can be contacted at

Summary of Investment Experience

1986-1997 Vice President, Institutional Bond Sales, CIBC World Markets

  • Advised institutional (pension fund, mutual fund, life insurance company) portfolio managers on economic developments, interest rate and currency trends, and profitable investment opportunities in bond markets
  • Traded all types of Canadian bonds (government, corporate, U.S.-dollar), U.S. treasuries, and derivatives, including swaps and options

1997-1999 Investment Advisor and Financial Planner, RBC Dominion Securities

  • Developed investment strategies and structured portfolios for high-net-worth individuals
  • Traded in stocks, bonds, mutual funds
  • Advised clients on financial planning opportunities

1999-2001 Managing Editor,

  • Managed research team recommending Canadian stocks on financial website

2001-2006 Investor Relations Specialist, Wertheim + Co.

  • Analysis of corporate financial statements and prospects
  • Representing Canadian companies and income trusts to investors
  • Preparing shareholder communications including annual and quarterly reports

Completed the following Canadian Securities Institute Examinations:

  • Canadian Securities Course, 1983
  • Partners, Directors and Senior Officers Exam, 1986
  • Registered Representative Manual Exam, 1986
  • Canadian Options Course, 1987
  • Canadian Futures Exam, 1987
  • Professional Financial Planning Course 1999
    (previously known as Canadian Investment Management I)

Other relevant experience: Globe and Mail Reporter and Columnist, 1971-1980; Associate Advisor (Public and Media Relations), Bank of Canada, 1980-1983.



Note: The content of this site is presented as educational information only. We cannot guarantee its accuracy and it should not be regarded as investment advice. Readers should consult their investment advisors, tax accountants or lawyers as appropriate before making important investment, tax planning and estate planning decisions.

© 2003-2007 Wayne Cheveldayoff