Director, Wealth Management, Portfolio Manager
For over 17 years, Ida has worked closely with Institutions, Family Offices, wealthy entrepreneurs and high net worth families building trusted relationships, and delivering a high level of service. Ida takes a very proactive approach when working with clients to ensure that client portfolios are properly positioned and in line with client’s views, goals and objectives as life events lead to change. Using her knowledge and experience, combined with a team of in house specialists including tax, estate, insurance and retirement planners, Ida is able to help chart your path towards financial security. Ida’s beliefs include the importance of capital preservation, evolutionary portfolio construction to include alternative strategies, as well as alpha generation using a risk reward oriented approach.
Ida began her career with a major financial institution where she served clients for 4 years. In February 2000, Ida joined a very prominent mutual fund and hedge fund management company as its 5th employee and was involved in all aspects of business development and Investment Advisory Services. Ida’s close interactions over the years with high net worth investors, investment advisors, fund analysts, peers and portfolio managers has given her a solid foundation for conducting due diligence and sourcing exceptional talent as well as unique, non-traditional and innovative investment opportunities for her clients.
Ida obtained a Bachelor of Commerce Degree from the University of Toronto with specialization in Finance and major in Economics. In 2005, Ida obtained her Chartered Alternative Investment Advisor (CAIA) Designation followed by the Financial Management Advisor (FMA) designation in 2008. In 2012, Ida completed the Partners, Directors and Officers Course. In 2016, Ida obtained her Chartered Investment Manager (CIM) designation.