Yaron holds the Certified Investment Management Analyst (CIMA®) designation from the Wharton School at the University of Pennsylvania. He is also a Chartered Investment Manager (CIM®) and a Fellow of the Canadian Securities Institute (FCSI®). Yaron is a Portfolio Manager qualified to perform discretionary money management. He graduated Magna Cum Laude from Drexel University with a B. Sc in Business Administration where he was a member of the hockey team that competed in the American Collegiate Hockey Association and helped lead the team as co-captain to the Eastern Collegiate Hockey Association’s league championship in his senior year. Yaron lives in Toronto with his wife, their three children, and their dachshund/terrier.
Justin holds various financial industry designations including the highly regarded Chartered Financial analyst, Financial Risk Manager and Certified Financial Planner designations. He is currently working on his MBA and CPA at Wilfred Laurier University.
Justin spent over 5 years at RBC Dominion Securities working with both international and domestic clients and speaks multiple languages. In 2013, Justin moved to Richardson GMP, Canada's largest independent securities brokerage. At both firms he has worked with high net worth and ulta-high net worth professional clients such as lawyers, doctors, CEOs and executives of multinational organizations. He was promoted to the role of Portfolio Manager in 2015 and currently manages the majority of client's money on a discretionary basis. He has over a decade of experience working with sophisticated clients and products including hedge funds, private equity, advanced options strategies, IPOs, FX forwards, structured products including personally developed strategies and real estate investments.
In his free time, Justin enjoys traveling, competitive PC gaming, spending time with family and friends and is passionate about animal welfare, especially dogs.