1 First Canadian Place
38th floor, P.O. Box 150
|Investment Advisor & Portfolio Manager|
|Tel: (416) 359-4803|
|Fax (416) 359-6519|
|Tamara's passion for client education was ignited while she studied for her MBA at the University of Texas at Dallas. As an Investment Advisor and Portfolio Manager, she understands how important it is for clients to be comfortable with their understanding of the financial assets they have and the need for financial planning to protect and grow those assets. She encourages questions and helps clients think of investment streams that fit their needs.
Tamara is responsible for portfolio analysis, financial planning, trading (securities and options), and portfolio advisory work involving retirement, estate and wealth management strategies. She enjoys spending her free time with family and friends. She is involved in a variety of activities including tennis, snowboarding and hockey.