As an Investment Counsellor, Manny provides investment advisory services and brings over 20 years of diverse experience working with high-net-worth clients in the CI Assante Private Client program. In consultation with our team, he helps determine appropriate asset allocation aligned with each client’s objectives. He also conducts ongoing portfolio reviews and works closely with our Wealth Planning team to help ensure investment strategies remain aligned with client needs.

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Prior to joining our team in 2021, Manny advised high-net-worth families at CI Private Wealth (formerly Stonegate Private Counsel). Before that, he held corporate finance roles at CI Financial, Dynamic Funds, and Scotiabank.

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Manny holds the Chartered Financial Analyst® designation.