Nadeem is a seasoned investment professional with ~20 years of experience in portfolio management, trading, equity research, and investment strategy, gained through roles at leading Canadian and global banks.
Nadeem is the Chief Investment Strategist, Chief Operating Officer and Cross-Border Portfolio Manager at Marnoa Private Wealth Counsel Ltd. He is regularly quoted in the media and a frequent guest on BNN Bloomberg, sharing his perspective on markets and investment strategy. Prior to this, Nadeem founded Advisor Insights, a consulting practice supporting financial advisors managing over $2 billion in client assets. He optimized asset management processes, enhanced advisor-client engagement strategies, and implemented data-driven solutions.
Previously, Nadeem was the Head of Investment Strategy/Chief Investment Strategist for Raymond James Canada, leading an independent platform of 500 advisors managing over $70 billion in assets. He developed innovative asset allocation frameworks and thoughtful insights that improved returns and advisor engagement. Nadeem also led a team responsible for managing and conducting due diligence on multiple asset allocation, equity, and balanced model portfolios for high-net-worth clients. Prior to this, Nadeem worked at a leading Canadian bank.
Nadeem is an adjunct professor at York University’s Faculty of Liberal Arts & Professional Studies, where he teaches third- and fourth-year Finance courses, including Personal Financial Planning and Advanced Portfolio Management. Nadeem also started a student research program called the Global Macro Strategy Group, which trains a select group of students in real-world research, report writing, and analytical skills leveraging industry-leading tools such as Capital IQ, Bloomberg, and others. He holds an MBA from York University’s Schulich School of Business, is a CFA charter holder, and earned a Bachelor of Commerce (Honours) in Finance from York University.
Nadeem also mentors aspiring finance professionals through the CFA Society Toronto and York University, highlighting his commitment to fostering stronger communities.
