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Brian See, CFA

Chief Investment Officer
Chartered Financial Analyst B.Comm., University of Calgary

Brian has over 15 years of finance, investment and capital markets experience spanning bank-owned dealers, pension plans, family office, energy, and logistics.

For over 7 years, Brian served as Vice President at CIBC Asset Management, where he was lead portfolio manager on three standalone global investment products. Furthermore, he provided investment advice, portfolio construction as well as set commodity prices and developed ESG frameworks across the broader suite of CIBC portfolios and mutual funds.

Previously, Brian was Principal at OMERS Capital Markets where he implemented investment recommendations across Canadian and global equity funds in both relative and absolute return strategies. Prior to that, he was a member of the top ranked sell side Canadian energy franchise at Scotiabank, based in Calgary. Most recently, he was employed at a single-family office involved with building out an equites investment platform and advising on venture capital opportunities in the technology sector.

Brian holds a Bachelor of Commerce from the Haskayne School of Business (University of Calgary) and is a CFA Charterholder.

 
 



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 Beamsville, ON  L0R 1B5

Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511

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