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
Navid Boostani, CFA, CIM
CEO & Portfolio Manager
Christina Forster Pazienza, CPA, CA
Chief Compliance Officer
Isaac Schweigert, CFA
Lead Portfolio Manager
Board of Directors
Barry Gordon, LL.B
Head of Canadian Retail Asset Management at Guardian Capital
Donald Yi, CPA, CA
Chief Financial Officer at Guardian Capital
Navid Boostani, CFA, CIM
Co-founder, ModernAdvisor