Akiva Ames is a Chartered Investment Manager who has been in the financial services industry for more than 12 years. His most recent position was working in an investment office at one of the big five Canadian Banks where he created a system for managing client portfolio in their appropriate allocations and in ensuring that investments met with objectives. His experience also includes working in a lead position at a large independent investment brokerage firm where he maintained client relationships and portfolios to ensure the highest levels of client satisfaction possible.
Akiva will be assisting Paul in reviewing client portfolios, meeting with clients to ensure that all inquiries are dealt with in a prompt and efficient fashion. Akiva is passionate about helping clients articulate and define their goals and then putting together a plan to make them achievable. He firmly believes that achieving your financial aspirations starts with clearly defining goal in writing and developing a road map to continually work towards these goals.