CIBC Mellon
Ryan Finnson, CPA, CMA has extensive experience in various roles related to fund accounting and operations. Ryan currently serves as the Director of Fund Accounting at CIBC Mellon, where they are responsible for overseeing fund administration activities and corporate strategic initiatives. Previously, they worked as the Heads of Operations at Mercer Global Investment Canada Limited, where they directed all aspects of fund administration and daily operation functions.
Prior to that, Ryan held positions at AGF Investments Inc., where they served as the Director and Manager of Investment Operations and Fund Valuations. In these roles, they led teams responsible for a wide range of functions, including accounting, valuations, financial and client reporting, treasury, performance measurement, and information technology.
Ryan began their career as a Financial Analyst at Highstreet Asset Management, where they directed fund accounting and valuation activities for various funds. Ryan also played a leading role in the implementation of a new investment management platform.
Before entering the asset management industry, Ryan worked at London Life/Great-West Lifeco Inc. as a Senior Client Service Representative and Client Service Representative. In these roles, they provided investment advice, calculated adjusted cost bases and tax consequences, and handled client inquiries and transactions related to retirement programs.
Overall, Ryan Finnson brings extensive expertise in fund accounting, operations, and client service to their current role as a Director of Fund Accounting at CIBC Mellon.
Ryan Finnson, CPA, CMA completed their Honours Bachelor of Arts (B.A.) degree in Political Science and Business Administration from Wilfrid Laurier University in 2004. Prior to that, they attended A.B Lucas Secondary School from 1995 to 2000. Ryan also obtained additional certifications including the Certifed Management Accountant designation from CMA Ontario in 2011, the Canadian Securities Course from the Canadian Securities Institute (CSI) in 2005, and the Conduct and Practices Handbook from the Canadian Securities Institute (CSI) in 2005.
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CIBC Mellon
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CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, exchange-traded fund services, securities lending services, foreign exchange processing and settlement, and treasury services. As at December 29, 2023, CIBC Mellon had more than C$2.6 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY Mellon network, which as at December 29, 2023 had US$47.8 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company Inc and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.