contact@ideasinc.ca
For consulting discussions, professional introductions, partnership conversations, or related business inquiries.
Principal Consultant
Jonathan Kassies
Founder and principal consultant of IDEAS.
Location
Toronto, Ontario, Canada
Background before IDEAS
- CFA Charterholder since 2012.
- TD Securities, Director in London (2019-2022) and Toronto (2022-2023). 11 years across front-office rates quant, xVA, derivatives portfolio optimisation, financial resource management (capital, funding, liquidity, collateral) (2012-2023)
- Early-career investment-firm roles in equity research and trading at Wealhouse and Frontline/DV Trading (2011-2012)
- Dealer training graduate rotational program at RBC Capital Markets. Various front-office roles on the trading floor followed by Associate role in derivatives (2008-2010).
- Double Major: Honours BA (Ivey Business School), and BESc Software Engineering (Western University, Canada), both with Distinction. (2008)
- Self-directed software and entrepreneurial work from a young age: IT services, early employee of local internet service provider and web host, web development (Linux, Perl, HTML, etc), logistics software (VB, SQL) at a shipping company.
LinkedIn profile Career history, verifications. CFA Institute member directory Independent charterholder lookup. UK FCA register Historical regulated-activity record. IDEAS GitHub organisation Corporate research & development output. Personal GitHub Unaffiliated personal tinkering. IDEAS Research Published corporate notes, calculators, and model explainers.