Usman Afzal


Portfolio Manager

Usman thrives on building one-on-one relationships with family and institutional clients and is known for taking time with clients to uncover what’s important and translating that knowledge into meaningful and actionable strategies. An engaged listener committed to high level clarity, clients value his personal rapport combined with a keen grasp of technical data and a market driven approach. A consummate, practical professional, he revisits investment goals as required-based on real world changes and the evolving life events of his clients and their families.

Having previously worked in investment banking, corporate finance and wealth management, Usman is highly numerate and adaptive and brings with him an extensive background in finance, lending, investments and capital markets, including significant expertise in quantitative research and analysis.

In his private time, he is a devotee of high-energy outdoor adventure sports and as an avid traveler; he has visited over 40 countries in an effort to experience and learn from other cultures.

Fluent in four languages, Usman has a Bachelor of Commerce in Finance and Applied Mathematics from the University of Calgary where he was recognized on the Dean’s List. He holds the Chartered Financial Analyst Designation.

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