Our Family Office is excited to announce a number of promotions and accomplishments amongst our staff.
Kevin Tran has been promoted to Managing Partner, Head of Wealth Planning and is now a member of our Executive Team.
Doron Opher our CFO, has been promoted additionally to be our Chief Operating Officer (COO)
Connor Kelly has been promoted from Senior Wealth Associate to Client Advisor and has taken the lead in numerous client relationships.
Additionally, we would like to congratulate the following on their accomplishments:
Anna Tude recently completed her Chartered Investment Manager (CIM) designation. The CIM is a well-respected discretionary portfolio management designation and is recognized the by the Canadian Securities regulators as a designation that signifies qualification to evaluate and manage all aspects of client’s investment portfolio.
Charlie Scharfe has successfully qualified and is now registered as an Advising Representative (AR) – a role regulated by the Ontario Securities Commission. This registration allows him to advise clients as a discretionary portfolio manager and allows him to officially hold the title of Investment Advisor here at OFO.
Huma Munir passed her CFA Level 1 examination. This year’s passing rate was only 26%.
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?