Portfolio Manager and Senior Investment Advisor
Head of Okuyama Wealth Management, Shiho Okuyama, Portfolio Manager and Senior Investment Advisor, has helped clients build wealth through investment growth and protects their assets through strategic planning. Since the inception of the BMO Private Wealth client survey, Shiho has been recognized as a Top Investment Advisor delivering best-in-firm Client Loyalty, demonstrating a distinguished client experience. Interviewed by The Globe and Mail, she shares her passion for financial literacy. Shiho produces a monthly educational video series titled, “Your 212 – Wealth Management Tips in 2 Minutes over 12 Months”, strategies that are woven into each of her client conversations. For nearly a decade, Shiho has volunteered her time with the Renascent Foundation, a charitable organization offering hope and healing to individuals and families struggling with the affects of addiction.
Shiho holds a Bachelor of Arts degree with honours from the University of Toronto. She is an accredited Portfolio Manager, has attained the Financial Management Advisor (FMA), Chartered Investment Manager (CIM®), and the Fellow of Canadian Securities Institute (FCSI®) designations, and is insurance licensed.
Client Service Associate
Sean has worked in Financial Services since 2017. He graduated with a Bachelor of Arts from Wilfrid Laurier University and is an Investment Representative licensed to execute trades. Sean consistently provides a warm welcome and keen eye for detail in the day-to-day administration of client accounts, overseeing cash management, account documentation, and tax reporting. An avid sports enthusiast, you can often find Sean on the football field, the golf course, or at the Rogers Center watching the Jays take on their division rivals.
Client Service Associate
Before joining Okuyama Wealth Management, Vitaliia was an Investment Specialist with BMO Investment Center where she earned valuable experience in personal finance and investments. Her background has equipped her with valuable insights enabling her to assist clients with their wealth management needs. Vitaliia is a graduate of Toronto Metropolitan University (formerly Ryerson University) with a Bachelor’s in Commerce. She also studied Financial Planning at Seneca College where she was first introduced to investing and became passionate about it. Beyond her professional pursuits, Vitaliia enjoys spending time in nature, hiking, and camping.