An image of Vianne Xu Head of Research and Portfolio Manager
CFA, CFP, CIM, MBA

Vianne Xu

Head of Research and Portfolio Manager

As Head of Research and Portfolio Manager, Vianne Xu manages portfolios that are appropriate and customized for each family’s needs with her extensive experience and expertise in the investment industry. Prior to joining Our Family Office from Cidel Asset Management, Vianne focused on servicing pension plans, endowments, foundations, and insurers. Given her unique background, Vianne brings an institutional investment style which benefits our clients with its discipline and sophistication.

Highlights of Vianne’s Career to Date Include:

  • CIDEL ASSET MANAGEMENT: Vianne worked as a Wealth Consultant providing customized and goal-oriented investment solutions to high-net-worth families.
  • INVESCO: Vianne was an Assistant Vice President at Invesco’s Institutional Investments team where she managed relationship with large institutional investors.
  • LETKO BROSSEAU & ASSOCIATES: Vianne also worked at Letko Brosseau & Associates where she focused on servicing institutional investors.

PROFESSIONAL CREDENTIALS & QUALIFICATIONS:

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Chartered Investment Manager (CIM)
  • Master of Business Administration (MBA) from University of British Columbia

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