Hani Zakaria, CFA

Experience

• 

  BMO Nesbitt Burns

  Sept 2010 - now

  What we doWe fulfill the role of personal Chief Financial Officer to our clients. We report directly to them assisting in the attainment of their long-term vision, incorporating family, business, and financial elements. A key component of our role is taking on the minutia of day to day personal financial management, allowing our clients to focus on their priorities. As an accredited Portfolio Management Team, we provide investment management on both a fully discretionary basis or advisory, as required. In an increasingly volatile global environment, our experience, expertise and discipline provide our clients with the stewardship necessary to implement and continuously manage their individual plans, as well as proactively adapt to the changing environment. What makes us different?Our primary differentiator is the peace of mind we provide our clients in their knowledge that all the relevant details of their and their family's financial affairs have been thoroughly reviewed and addressed and continuous oversight is assured. To reiterate, we are their CFO. We have long-standing ties to the banking, legal and accounting communities that are called upon as our clients' needs require, and we provide portfolio management based on industry leading research. We believe that risk management is the critical component to achieving results and therefore a sound plan and strategy geared to a personal level of comfort and security is fundamental. We know that the payoff from making considered, well researched, prudent decisions multiplies the benefits achieved over a lifetime. Show less

  • Portfolio Manager

    Nov 2014 - now

  • Research Associate

    Sept 2010 - Nov 2014