André Berberi has been active in the Wealth Management Industry since the year 1989.
As an Investment Counsellor with one of Canada’s leading investment counseling firms, André provides discretionary investment management services to high-net-worth private clients, including families, corporations, trusts and private foundations.
By focusing on a limited number of select clients, he offers highly personalized portfolio management services backed by the significant resources of a global and highly respected financial institution.
Since 1989, André has various positions including equity analyst, bond trader, portfolio manager, Chief Investment Strategist, Regional Head, and Investment Counsellor. He has worked both with institutional (corporations, pension funds) and individual clients.
In 1997, he help put together the Private Investment Counsel business of one of the largest financial institution in Canada where assets under management went from a few million dollars to more than $10 Billion 20 years later.
André holds a master degree in Finance from Sherbrooke University, holds the Chartered Investment Manager (CIM) designation and is a member of the CFA Institute.
