Paul Wheaton, CFA, FEA
Paul Wheaton is an investment counsellor at Mawer Investment Management Ltd., which he joined in 2014. Prior to joining Mawer, he was a senior client service and investment professional at Hamilton Capital Partners, Kootenay Capital Management, and Gluskin Sheff & Associates.
Mr. Wheaton is a CFA charterholder and earned his Bachelor of Business Administration (honours) from Wilfred Laurier University in Waterloo, Ontario. In 2017, he received the Family Enterprise Advisor™ certification, which is administered by the Family Office Exchange and the only program of its kind designed specifically for family enterprises and their advisors.
Mr. Wheaton is an active member of the firm and his community. He was a member of the firm’s 2015 United Way campaign committee and currently sits on Mawer’s portfolio management technology working group and the Employee Committee. He is an investment committee member for the Jewish Community Foundation of Calgary. In addition, he is a past member of the Calgary Chamber of Volunteer Organizations and also Theatre Junction Grand’s board of directors, on which he held multiple positions including secretary and chair of their governance and human resources committee.
He is a member of the CFA Institute, CFA Society Calgary, and the Family Enterprise Xchange.