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Meet the Team

We are a driven team of entrepreneurs, engineers and financial gurus with one simple mission: to help Canadians gain access to high quality, low-cost investment advice – regardless of their net worth.

Leadership Team

CEO & Portfolio Manager
Navid Boostani
CFA, CIM

CEO & Portfolio Manager

Chief Compliance Officer
Christina Forster Pazienza
CPA, CA

Chief Compliance Officer

Lead Portfolio Manager
Isaac Schweigert
CFA

Lead Portfolio Manager

Board of Directors

Head of Canadian Retail Asset Management at Guardian Capital
Barry Gordon, LL.B

Head of Canadian Retail Asset Management at Guardian Capital

Chief Financial Officer at Guardian Capital
Donald Yi, CPA, CA

Chief Financial Officer at Guardian Capital

CEO & Portfolio Manager
Navid Boostani CFA, CIM

CEO & Portfolio Manager

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We have a fiduciary
responsibility to you

Working with a fiduciary portfolio manager ensures that your investments are always managed with your best interests at the forefront.

See Our Portfolios