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Bio:
- 20 years of experience in wealth management: joined National Bank Financial in 2002.
- Entered partnership with Frank Fini in 2010, forming Fini-Wedge Wealth Management Group.
- 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 and his wife Nadia are active shuttling their three children to various sports/activities. When kids’ schedules permit Murray enjoys playing golf, hockey, and baseball.
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.