Cohen Hamilton Steger & Co. Inc.

Engaged in financial advisory with a specialization in valuations for dispute resolution, litigation consulting, and expert witness testimony. Practice areas include:
- Business Valuation
- Economic Damages (Loss) Quantification
- Forensic Accounting Investigation

Engagement experiences involve:
- Shareholder Disputes
- Breaches of Contract
- Intellectual Property Disputes
- Business Interruption Insurance Disputes
- Valuations for corporate planning
- Forensic tracing of funds
- Matrimonial Disputes
- Class Actions

https://www.cohenhamiltonsteger.com/bio/travis-fonderson

Associate, Business Valuation & Litigation Support

Young Funds Program

The Young Funds Program is tasked with the goal of creating a community of empowered youth who are aware of and take hold of their financial opportunities. We seek to educate young people to take on a forward thinking mindset through becoming aware of the advantages that come with starting an investment portfolio as young as possible as well as harnessing the ability to take hold of these advantages.

This provides greater benefit for their future lives, and in turn, our future society. Working today to make a better tomorrow promotes the common good which defines the ulterior goal of the Young Funds Program. Check us out today at: http://youngfundsprogram.com/

As Founding Director my duties include:
• Overseeing all operations of the program including: 
> Content curation and delivery
> Client relations (investment coaching)
> External engagement procurement
> Marketing and branding
> Strategic development
> Finance and analytics

Founder & Executive Director

In this role I am responsible for spearheading the coaching practice. I oversee the creation and execution of all clientele solutions and deliverables. As the lead, I also focus on ensuring the quality of our service is kept to a high degree as per our clients.

To date, our coaching practice has played roles in facilitating investment education engagements to our clientele providing them the knowledge, understanding and confidence to build their own portfolios. This has resulted in the addition of $80,000+ CAD worth of investment portfolios being established and personally managed by young people across Canada.

Find more on our services here: https://youngfundsprogram.com/our-services

Disclaimer: We do not manage the investments of our clients nor do we make buy or sell recommendations of particular securities to our clients. We do not present ourselves as licensed financial advisors. Instead, all content and deliverables drafted by YFP are for educational purposes only. See our website for further disclaimers.

Chief Investment Coach

PwC Canada

Based in the assurance group with a focus on financial services organizations, including some of the leading organizations in Canada’s banking, investment, and insurance industries.

Senior Associate, Assurance, Financial Services

Based in the Financial Services Assurance practice. 

Array of exposure to a unique set of clients including: Banking, Investment Banking, Public Capital Markets, Broker-Dealer, Private Equity, Insurance, Reinsurance, Real Estate, Asset Management, Retail Distribution, Retail Merchandising

Experienced Associate, Assurance, Financial Services

Questrade Financial Group

As an affiliate partner I am responsible for supporting client acquisition and increasing the usage of the brokerage services through leveraging my branding networks

Affiliate Partner

Term 1: Jan-Apr 2018
Term 2: Jan-Apr 2019 (Experienced Associate)
Term 3: Jan-Apr 2020 (3rd Year - Experienced Associate)
Term 4: May-Aug 2020 (3rd Year - Experienced Associate)

Based in the Financial Services Assurance practice. 

Array of exposure to a unique set of clients including: Reinsurance, Insurance, Retail Distribution, Retail Merchandising, Real Estate, Asset Management, Investment Banking and Private Equity
————————————————————
Elected recipient of the PwC Professional Award at the 2017 exclusive PwC Talent Academy Conference (80+ student delegates Canada wide)

Experienced Associate, Assurance (Co-op)

As a Senior Campus Ambassador my role is to act as a liaison between students on campus and the head recruitment team from the office to assist in the 2019 campus hiring process.

Sr. Campus Ambassador

Term 1: Jan-Apr 2018

Based in the Financial Services Assurance practice. 

Array of exposure to a unique set of clients including: Reinsurance, Asset Management and Private Equity
————————————————————
Elected recipient of the PwC Professional Award at the 2017 exclusive PwC Talent Academy Conference (80+ student delegates Canada wide)

New Associate, Assurance (Co-op)

LOI - League of Innovators

2019 venture founder drafted into the Batch 2 cohort. 

See https://www.theleagueofinnovators.com/labsoverview for more info

See https://www.youngfundsprogram.com for info on my venture

Batch 2 Founder, LOI Labs

The Incendo Initiative

The Incendo Initiative is a media platform that seeks to unleash the inherent power that students and young people hold within them, the power to reach beyond boundaries they never knew they could.

Co-Founder

University of Waterloo

Undergraduate Teaching Assistant

Accounting and Finance Student Association

The Accounting and Finance Student Association at the University of Waterloo is a student run organization. Its objective is to cater to the needs of the students of the School of Accounting and Finance (SAF) at the University. The Association is responsible for organizing and mediating entertaining events for the school, issuing SAF attire, providing professional development workshops for students as well as many other venues. My department, corporate relations, is mainly concerned with gaining external connections who are willing to sponsor the association. Corporate relations sees that the network of AFSA remains wide and is always prepared to secure new connections. Some of my duties as a project manager are as follows:
•	Informing other students of the department’s initiatives and events to maximize turnout and promote inclusivity
•	Contributing to the management of records and archives to ensure proper document controls were maintained
•	Scheming methods with colleagues to develop the network of the association by connecting with sponsors in the Kitchener-Waterloo area

Senior Advisor, Corporate Relations

Involved in the Personal Banking Products (PBP) group which is responsible for the management and reporting of TD's banking providers such as credit cards, everyday banking, personal savings and investing, as well as personal and indirect lending. PBP also includes the transformation and support centers. Some of my duties were as follows:
•	Prepared quarterly productivity analyses on the activities of various day-to-day banking teams, to identify and highlight areas where actions can be taken to improve efficiency and/or reduce costs
•	Aided departmental VPs / Managers in summarizing and presenting findings and recommendations from analyses to senior level managers and product owners
•	Assisted product owners in developing and populating annual financial models used in the planning and forecasting process for the bank’s upcoming fiscal year

Summer Analyst - Day to Day Banking Finance

An impact driven leader with a passion to influence. 

It is my strong belief that each and every individual on this Earth has a unique proficiency and the ability to make this world better than when they first entered it. 

I preach that life is a time to be used to discover these proficiencies and utilize them for the benefit of our world. 

I seek to explore different avenues to not only advance in my own journey to self optimization but to also inspire others to become the best version of themselves. 

I hope to interact with many like minded individuals both younger and older throughout this journey, providing me the opportunity to broaden my horizons and outlook. 

Reach out whenever, I’d love to chat: travisfonderson@gmail.com

Let's connect.

#CarpeDiem

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