BBA, CIM®, DMS, FMA
Senior Wealth Advisor, Senior Portfolio Manager
As a Senior Wealth Advisor and Senior Portfolio Manager, Omar is responsible for analysis, construction and execution of portfolio models and provides investment advice to clients. As co-founder of Shipton Duric & Associates, Omar is responsible for strategic direction and business development for the practice.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.