In addition, CircleBlack links whatever technology providers best support each advisor's unique business model in one seamless and integrated package. The HollisWealth acquisition gave the company a truly national footprint.
He is a holder of the Chartered Investment Manager designation (CIM®) and brings 11 years of experience in the investment industry where he worked as a Research Analyst at a high net worth boutique firm with over $1 billion in clients’ assets.,, Company NameĬircleBlack is a wealth innovation company that is focused on delivering modern technology that strengthens the bond between advisors and their clients. IA was new to the wealth management channel and HollisWealth was its biggest acquisition by far. If your account statement has the Investment Industry Regulatory Organization of Canada (IIROC) logo in the bottom-left corner, please visit and bookmark the iA Private Wealth website. If you have any questions, please contact your investment funds advisor. in Engineering, an MBA from York University, and a certificate in Financial Analysis from University of Toronto. To access your account information, please log in to your Client Portal. and its advisor network were acquired by Scotiabank on February 1, 2011. Other responsibilities include portfolio analysis and trading as well as responding to adhoc analysis requests from clients. was a Canadian financial services company, formerly a public company and subsidiary of Dundee Corporation. In his role, Sam is responsible for conducting manager research & portfolio due diligence assessments, assist in developing new strategies, and providing analytics support to the portfolio managers and financial planners. Recognizing integrity and professionalism as the cornerstones of every successful client-facing business, Sam’s main directive is to expand on the APWG business model by providing bespoke client experience through which our investors can make informed decisions about growing their wealth. Throughout his career he has held various investment positions, including Vice President, Private Wealth Counselor with Fiduciary Trust Canada and Vice President, Senior Advisor Consultant, with its parent company, Franklin Templeton. Sajjad brings over a decade of investment and financial planning experience to APWG. Sajjad has written a number of articles appearing in the industry’s top publication – Investment Executive and has been interviewed by the Globe and Mail. He also holds the Charter Investment Manager (CIM®) designation and is a registered Portfolio Manager in Ontario, Quebec, Alberta, British Columbia and Nova Scotia. Sajjad holds a B.Comm from Royal Roads University and is a CERTIFIED FINANCIAL PLANNER® professional, CFP®.
Holliswealth wealth tracker professional#
Glenn and Sajjad combine their professional knowledge and experience to ensure that every client’s short- and long-term needs are proactively reviewed on a predefined, rotating schedule. Working alongside Glenn, Sajjad oversees all aspects of APWG client portfolios, with a focus on investment management, and financial and estate planning. He and his wife and business partner of 25 years, Zaida, also enjoy travel and time with family and friends.Īs a portfolio manager and director at APWG, Sajjad provides professional advisory services in the capacity of a Portfolio Manager and Investment Advisor across the firm’s entire family of clients. Glenn is an avid reader of all things financial, a hiker and nature lover, and enjoys playing the guitar. He is a registered portfolio manager in Ontario, Alberta, Quebec, British Columbia and Nova Scotia, holds a Chartered Investment Manager (CIM®) designation and is a Fellow of the Canadian Securities Institute (FCSI). Glenn is a graduate of McGill University’s professional business management program. Prior to founding APWG, Glenn enjoyed a successful career in the technology industry where he was responsible for developing and marketing computer products globally, as well as helping expand two small Canadian firms into multinational companies.
to check his portfolio on the internet by using Dundees Wealth Tracker software. Today, with over 500 families and four generations of clients under Glenn’s stewardship, APWG is one of the most respected and trusted multi-generational private wealth firms in Canada. investments out of equity mutual funds into money market funds.
By integrating all aspects of their financial lives into one fluid, cohesive financial plan, they are better able to focus on their businesses, careers and personal concerns – and live more balanced lives. Glenn began his career in the financial industry 30 years ago with a vision to help ordinary people make their assets, income and other resources work smarter. With four decades of investment and business planning experience, Glenn Allen and his team design comprehensive financial programs for wealth accumulation, preservation and transfer to successive generations for some of the most successful people in Canada.
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