| Name | Michael Zonta |
| School | School of Business
|
Program
| - Bachelor of Commerce (Honours) - Financial Services
|
| Academic and professional designations | - Ph.D. Candidate, University of Waterloo
- MEB – Master of Environment and Business
- CFP® – Certified Financial Planner
- FCSI – Fellow of the Canadian Securities Institute
- CIM® – Chartered Investment Manager
- CIWM – Certified International Wealth Manager
- SIPC – Sustainable Investment Professional Certification
- RIAC – Responsible Investment Advisor Certification
|
| Title | Professor |
| Courses taught | - ETHS72000 - Ethics and the Financial Planner
- FIN71000 - Introduction to Financial Planning
- FIN71020 - Canadian Securities Fundamentals I
- FIN72010 - Financial Planning Essentials
- FIN72020 - Canadian Securities Fundamentals II
- FIN73000 - Behavioural Finance
- FIN74020 - Financial Planning Capstone I
- INS72000 - Life and Health Insurance
|
| Areas of expertise & interest | - Behavioural Finance and Client Psychology
- Cognitive Psychology and Decision-Making
- Responsible Investment Practices
- Environment, Economics, and Business
- Personal Wealth and Portfolio Management
|
| Industry experience, professional currency activities | Over 15 years of professional experience in full-service and holistic wealth management and portfolio management for high-net-worth families, small businesses, and trusts.
|
| Major research projects, scholarly activities, and/or publications | Major research - Behavioral Finance and Responsible Investing Practices
- Financial Health Services for Economically Vulnerable Populations – A Strategy Recommendation
- Mohawk College ARIE – Hamilton HIVE and Mohawk College
Publications - The Impact of Energy Investments on the Financial Value and the Carbon Footprint of Pension Funds
- The Impact of Energy Sector Investments on the Financial Value of Tech 401(k) Funds
Conference presentations - EEFA Energy Finance Conference
- The True Cost of Fossil Fuels in Tech 401(k)s
|
| Additional information | In addition to his scholarly and professional work, Michael is an active community member, acting as director, treasurer, and coach of various youth athletics teams. |
