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With a collective commitment to personalized service, our team leverages our diverse industry backgrounds to craft tailored solutions optimized for your unique financial journey.
Senior Portfolio Manager
As founder and senior portfolio manager at Nafarrate Wealth, Memo has spent nearly three decades providing high-net-worth individuals, families, and business owners with holistic wealth and investment management solutions. He is committed to delivering the highest level of client service imaginable – whether he’s constructing a portfolio, enacting a financial plan, or simply responding to a query. Memo takes pride in the long-lasting relationships he has built with many of our clients and looks forward to continuing to support them for generations to come.
Memo is passionate about learning and development and has obtained several prestigious industry designations, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Certified International Wealth Manager (CIWM), the highest designation in the industry. He is also a Fellow of the Canadian Securities Institute (FCSI).
Outside of work, Memo enjoys spending time with his family and playing golf.
Senior Associate Advisor
Maryam has been a valuable asset to our team since she joined Nafarrate Wealth in 2019. In her role as senior associate advisor, she oversees many of our essential business processes, in addition to managing a select number of client relationships. Maryam prides herself on being a problem-solver and is dedicated to making a positive impact in the lives of our clients.
Analytical by nature, Maryam holds a bachelor’s degree with honours in finance from York University. She has additionally obtained the Chartered Investment Manager (CIM) designation.
Outside of work, Maryam enjoys spending time with family and friends.
Associate Investment Advisor
Diego joined Nafarrate Wealth as an associate investment advisor in 2023, and works to support our team through trading, portfolio rebalancing, and new client onboarding. Helping clients achieve their financial goals and build their legacy is what motivates Diego to strive for excellence every day.
Following his graduation from Mount Allison University in 2018, Diego joined RBC Dominion Securities in an administrative role, which sparked his interest in the financial industry and passion for connecting with clients. Diego is constantly looking to expand his knowledge and has completed several industry courses through the Canadian Securities Institute, including the Canadian Securities Course (CSC), the Wealth Management Essentials (WME) Course, and the Conduct and Practices Handbook (CPH) Course.
Beyond work, Diego can be found spending time with his wife, taking on DIY projects, enjoying live music, or golfing with friends.
Associate
Jonathan began his career in the financial services industry with another leading investment firm before transitioning to RBC Dominion Securities in 2024. He graduated from York University with a Bachelor of Commerce in 2018 and has completed several courses through the Canadian Securities Institute, including the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH), and the Investment Representative Training Program (IRT).
In his spare time, Jonathan enjoys playing music as well as reading and being active.
“After retiring, my family and I explored numerous options to help us find the right advisor. We had to choose someone with knowledge, integrity, and most importantly honesty. We found all those qualities in Memo and decided without hesitation to invest with him.
Now, after almost 10 years and numerous meetings with him and his team of advisors, we feel that we couldn’t have made a better choice. We have so much confidence in Memo and his team and have made many referrals to them over the years. I can sleep well knowing that Memo is looking out for my best interests. Hats off to Memo and his team for a worry-free experience for my investments.”
— Mr. Gary F.
