We are proud to announce that Mr. Michael Yu and Ms. Huma Munir have joined Our Family Office in the roles of Wealth Associates.
Michael Yu has over five years of professional accounting experience at MFDA, KPMG and BDO.
Ms. Huma Munir’s career to date includes TD Asset Management and Ryerson Investment Group.
We would also like to congratulate Mr. Connor Kelly on being promoted to Senior Wealth Associate and Ms. Anna Tude, also being promoted to Senior Wealth Associate and for receiving her Chartered Investment Manager (CIM) designation. We are confident that they will continue to thrive in their new roles and would like to thank them for their outstanding contribution to the team.
Please see their biographies for more information.
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?