Senior Wealth Advisor & Portfolio Manager
As the Principal and Lead Advisor of Lewin Wealth Advisory Group, nothing matters more to me than my clients’ well being. Ultimately, I have chosen to act as an agent of change and am someone who my clients can trust to help them protect, preserve, and grow their finances, and their future. While I have been told that I am caring and warm by nature, I believe that it is my curious side that keeps me engaged and asking the right questions. This leads to insightful conversations that uncover what matters most to my clients.
This is a complex profession. Consequently, ongoing professional development is critical. The most distinguished designations I hold are the Certified International Wealth Manager (CIWM) and the Certified Investment Manager (CIM). The CIM enables me to act as a Discretionary Portfolio Manager. This separates me from many of my peers in the industry and allows me to spend more time with clients to better understand their situations. To expand the value for my clients I am also a Life Insurance Advisor with BMO Estate Insurance Advisory Services*. My designations and experience qualify me as a Fellow of the Canadian Securities Institute (FCSI).
My wife Joanna and I have three children: Zoe, Aubrey, and Parker, who bring a joy to our lives we never thought possible. Joanna and I value family and work as a team as we enjoy our life adventures together. In my spare time, I enjoy travelling, tennis, baseball, hockey, canoe tripping and spending time with family and friends.
I have great empathy for those struggling and less fortunate and hold an extended hand for charity, specifically those involved with mental illness and suicide prevention. A family tragedy led me to co-found "Put up your Dukes”, a third-party event for the Centre for Addiction and Mental Health (CAMH) that helps fight the battle against mental illness.
Eysha Syeda is a licensed investment associate with over 5 years of industry experience. She has been with BMO Nesbitt Burns since 2015. Eysha is responsible for overseeing all aspects of administration and client service, which includes trade execution, money movements, document management, tax matters, money-market investments, and other important client service responsibilities. Eysha’s attention to detail and her dedication to prompt and diligent service contributes to Lewin Advisory Group’s focus on positive client experiences.
Eysha graduated from University of Toronto with a double major in Psychology and Crime Law & Deviance with a minor in Sociology. Eysha lives in Milton and in her spare time, she enjoys photography, reading, cooking, and travelling.