Hein Badenhorst is a Senior Investment Analyst at Our Family Office, where he plays a key role in supporting the firm’s investment functions. He assists in the day-to-day management of portfolios and is responsible for investment implementation, reporting, and conducting due diligence on potential investments.
Highlights of Hein’s career to date include:
- Beutel, Goodman & Company Ltd.: He was responsible for separately managed account implementation for large institutional clients.
Professional Credentials & Qualifications:
- Chartered Investment Manager (CIM®)
- Honours B.Com in Financial Analysis and Portfolio Management
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?
