Murray Wedge

Vice-President and Portfolio Manager


Bio:

  • 15 years of experience in wealth management: joined National Bank Financial in 2002, entering a long-term partnership agreement with Frank in 2010.
  • Bachelor of Commerce (Hons.) from the Asper School of Business at the University of Manitoba; holds the Canadian Investment Manager (CIM) and Chartered Financial Analyst (CFA) designations.
  • Away from the office, Murray is active playing hockey, baseball and golf. Murray, his wife and two daughters live in North Toronto.

 

Murray's core responsibilities:

  • Portfolio Management – develop, refine, and implement overall investment strategy. Security selection, portfolio construction and rebalancing.
  • Client Communication and Relationship Management – client communication, meetings, and problem solving, including immediately responding to client inquiries and requests. Liaising with clients' lawyers and accountants for ongoing estate and tax planning purposes. Quarterly newsletter to clients.
  • Business Operations – new client onboarding and integration, best practices oversight and implementation, and execution of business development strategy.

 

  • Principal point of contact for: investment and portfolio analysis; investment strategy and outlook; investment recommendations; financial, market and client portfolio analysis; prospective client inquiries; financial, tax and estate planning advice.