After graduating in Finance from McGill University in Montreal, Nader began his career as an Investment Advisor in 2002.
The North American economy was still staggering from the Tech bubble burst, and most of the industry was focused on maximizing short-term investment returns. Nader saw an opportunity to bring a long-term perspective to his clients through highly personalized wealth planning strategies combined with a solid investment philosophy.
As he grew the number of client relationships he managed, Nader pursued the CIM® designation, earning the title of Portfolio Manager. This designation gives him the ability to manage large mandates on a discretionary basis and is the highest available in the industry, held by less than 5% of advisors across Canada.
He later became a financial planner (CFP®), and when Quebec established its own standards, he hit the books yet again to earn his Financial Planning designation from the IQPF.
The team offers a superior service level highly tailored to each client’s situation. It also has an integrated wealth management approach by leveraging on a highly experienced professional network (tax specialists, legal experts, accountants, insurance specialists, mortgage brokers).
With almost twenty years in the industry, Nader and his team have successfully managed individual and corporate portfolios in changing market conditions. He is always on the lookout to identify and assimilate new and valuable knowledge, which he puts to work for his clients, his team, and himself. He says, “I want to make sure our clients not only have the money they need but the knowledge they need to retire comfortably, with Peace of Mind.”
Nader has a dynamic nature that helps him juggle several passions at once. With the arrival of their second child, he and his wife, Laura, are primarily dedicated to the adventure of parenthood. To support his balance and focus, he is also committed to continuous study and research, and an intensive physical training regime.
Nader is a Type 1 Diabetic and is intimately involved with raising funds and awareness for JDRF (Juvenile Diabetes Research Foundation).
For three consecutive years, Nader has been recognized as one of the Top 50 Advisors in Canada by Wealth Professional. Both in 2019 and 2020, he was the advisor from Quebec with the highest position in the ranking.