ErikĀ Olesen, CFA, CFP, CIM

Portfolio Manager

As a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER® Professional, I have a multi-faceted understanding of wealth management, encompassing a wide set of issues, ranging from tax and estate planning to capital markets.

My goal is to improve clients’ financial well-being with a careful balance of capital preservation, growth-oriented investments, structured portfolio strategies, macro analysis and high-grade equity research.

On a personal note, I was born and raised in Markham, ON, where I continue to live today with my wife and two children.