BBA, CIM®, DMS, FMA
Senior Investment Advisor, Senior Portfolio Manager
As Senior Senior Investment 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 Investment Industry Regulatory Organization of Canada.