As a 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
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?
