years of experience in wealth management: joined National Bank
Financial in 2002, entering a long-term partnership agreement
with Frank in 2010.
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)
from the office, Murray is active playing hockey, baseball and
golf. Murray, his wife and two daughters live in North
Murray's core responsibilities:
develop, refine, and implement overall investment strategy.
Security selection, portfolio construction and rebalancing.
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
new client onboarding and integration, best practices oversight
and implementation, and execution of business development
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.