Huma is a Wealth Associate at Our Family Office, with the responsibility to support both the financial planning and investment management sides of the firm.
Highlights of Huma’s career to date include:
- TD Asset Management: Huma completed two internships at the bank, where she supported the marketing and content creation for the institutional, retail and advisor channels.
- Ryerson Investment Group: Huma contributed to the input and active management of a virtual portfolio by analyzing stock performances and performing industry research.
Professional Credentials & Qualifications:
- CFA Level I Candidate
- Bachelor of Commerce with Distinction in Finance, Ryerson University
Huma loves to work out, try new recipes, and explore Toronto.
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?