“…I have promises to keep, and miles to go before I sleep…” - Robert Frost
Rod Burylo serves as Board Advisor for PinnacleAF, assisting with strategic planning, risk management, and business development. Rod has over 30 years of experience, with a wide range of companies and organizations, in roles that have included Director, Chief Compliance Officer, and Director of Marketing.
Rod has leadership experience with growth-stage enterprises, including as founder and owner of Canada’s largest private equity dealership. Rod’s current roles include membership on the Investment Review Committee for Croft Financial Group, as Director for a publically-traded environmental company, and as Director and Board Chair for the Foundation for the Advancement of Entrepreneurship.
Governance
Compliance
Board leadership
corporate ethics
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Canadian Advisor of the Year Award Winner, 2004
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Canadian Financial Literacy Champion Finalist, 2019
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Advocis Regulatory Symposium Keynote Spear, 2019
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Fellow of the Canadian Securities Institute (FCSI®) Designation
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Chartered Investment Manager (CIM ®) Designation
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Certified Financial Planner (CFP ®) Designation
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BA, University of Calgary, Applied Ethics and Law
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Canadian Securities Course
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Canadian Options Course
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Partners, Directors and Officers Course
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Exempt Market Products Course
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Investment Management Techniques Course
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Portfolio Manager Techniques Course
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Chief Compliance Officers Qualifying Course
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GAMA Canada, Board Director, Chair of Education Committee, Chair of Communications Committee
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National Exempt Market Association, Board Director, Chair of Ethics Committee, Chair of Education Committee
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Foundation for the Advancement of Entrepreneurship, Founder, Director, Board Chair
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Environmental Advisory Board, Chair
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Calgary Buddhist Temple, Director, President, Chair of Capital Committee
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PBA Alberta, Marketing Committee
Rod has been writing and speaking internationally for over 30 years. He has been a columnist on several occasions, and is a regular media contributor and source primarily on the topic of professional ethics.
Rod is the author of three books, including his 2019 published: The Wealthy Buddhist.
Rod has been providing public and professional educational sessions internationally throughout his career. Currently, Rod provides continuing education programs on the topic of professional ethics to the financial services, accounting, and health care industries. Additionally, he provides keynotes on the topic of technology, communications, and entrepreneurship.