Becky Perry, CFA, MBA

Becky Perry, CFA, MBA

Toronto, Ontario, Canada
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Volunteer Experience

  • Professional Development Committee

    CFA Society Toronto

    - Present 10 years 1 month

    Education

    Volunteering with the CFA Professional Development Committee has provided me with an opportunity to work with many investment industry leaders, committee members, speakers and workshop instructors. The committee has hosted numerous workshops, such as: How to Join a Board of Directors, Enhance Your Leadership Voice, Escape Room Networking, Blockchain in Finance (with Thomson Reuters’ Sam Chadwick) and Focused Meditation for Investment Professionals (with the CFA Institute’s Jason Voss). I feel…

    Volunteering with the CFA Professional Development Committee has provided me with an opportunity to work with many investment industry leaders, committee members, speakers and workshop instructors. The committee has hosted numerous workshops, such as: How to Join a Board of Directors, Enhance Your Leadership Voice, Escape Room Networking, Blockchain in Finance (with Thomson Reuters’ Sam Chadwick) and Focused Meditation for Investment Professionals (with the CFA Institute’s Jason Voss). I feel privileged to augment others’ career development with such workshops, given they enhance members’ communication and technical skills in keeping with changes in the industry.

  • Health Club Management

    Condominium Committee

    - Present 24 years 1 month

    Health

    Volunteering with the Condominium's Health Club Committee has provided me with an opportunity to work with residents and committee members to find solutions for condo improvements, budget, expenses and equipment purchases, staff resources, and renovation of common areas.

  • TD Graphic

    Coach

    TD

    - 2 months

    Education

    Business Case Coach for a team of 10 TD employees across the bank. Coached the team in creating a technology solution and a clear concise presentation to win second place in a competition against 9 other teams. TD Wealth ACE Program [Accelerating Change through Execution Program], is a program that selects participants from various business areas across TD Wealth to identify potential improvement opportunities at TD.

Languages

  • Cantonese

    Native or bilingual proficiency

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