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
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
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.