Emmanuel brings nearly seven years of experience in the financial services industry. As an Administrative Associate, he provides comprehensive support to the team, contributing to the efficient and professional delivery of client services. Emmanuel has completed thd Canadian Securities Course (CSC) and is able to process your equity, fixed income, mutual fund and options trades. He is also responsible for facilitating client transactions. His commitment to accuracy, responsiveness and client care underscores his role as a dependable point of contact. Outside of the office, Emmanuel maintains a keen interest in chess and literature.

Kenneth is responsible for the team’s daily operations including account administration, client communications and addressing client requests. He provides an exceptional client experience. Kenneth began studying at Concordia University in civil engineering where he quickly transitioned into the world of finance. He started his career with retail broker CIBC Investor Services Inc (ISI), during which time he completed the Canadian Securities Course (CSC) and Options courses to excel into a trader role and subsequently a leadership role. Kenneth’s commitment to professional growth is evident through his completion of various industry certificates, the most recent being the Wealth Management Essentials (WME) providing him with a comprehensive understanding of financial planning and investment strategies. During his time at CIBC, he has amassed deep knowledge on market mechanics, brokerage operations and banking procedures. His passion lies in market research, travel and sports.

Bibi is a finance professional, who brings with him a strong foundation in investment management and financial analysis. He holds an MBA in Investment Management from Concordia University and is pursuing his CFA® designation. Recognized for his analytical and strategic abilities, he has participated in various case competitions at institutions such as Harvard University, McGill University, and through the CFA Research Challenge. He has completed courses through Bloomberg, and brings to the team his expertise in market data and analytics. His experience in quant model testing and quality assurance assists the team with the analytical tools and financial metrics. He has contributed to market commentary, the teams wealth management process, and client presentations, combining technical precision with a client-focused approach.