Head of Investment Strategy for M Wealth private client and model portfolios business.

Serve as the primary relationship management point of contact for High Net Worth clients in Canada.• Partner with internal portfolio decision makers and research teams to develop asset allocation and investment strategies that meet client objectives consistent with Fisher’s investment philosophy.• Coordinate with Fisher’s sales team to close new business and onboard prospective clients.• Educate clients on Fisher’s top-down investment process and portfolio strategy.• Discuss economic and geopolitical events with clients and the likely impact on investors’ portfolios.• Serve as a mentor for new Investment Counselors.

Developed customized multi-asset Separately Managed Account portfolios for Institutional and High Net Worth clients with total AUM in excess of $1.4Bn.• Subject matter expert on BlackRock’s Separately Managed Account and Exchange Traded Fund solutions. • Provided market guidance and portfolio construction expertise to financial advisors, customizing model portfolios to client specific goals and needs.• Investment strategy partner for advisors during sales presentations.• Supported advisors in understanding and effectively communicating BlackRock’s portfolio management and separately managed account value proposition.• Proactively communicated important market and strategy developments to advisors and clients.• Conducted strategic client reviews to ensured investment policy compliance.

Financial advisor team resource for model portfolios and investment strategies.• Implemented and monitored trading and daily portfolio activity across more than 400 separately managed accounts with an aggregate market value in excess of $1Bn.• Provided market and product specific information and commentary to Financial Advisors.• Created sales presentations for use by internal Portfolio Managers and outside Financial Advisors.• Generated quarterly client reviews based on BlackRock internal research and market analysis.

Conducted financial analysis and due diligence in the underwriting of asset-backed corporate loans.• Developed financial models for the analysis of alternative investments opportunities.• Presented direct lending and secondary market purchase opportunities to senior management.