Michael Zonta

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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.