Kirk Qayoom uses a flexible and independent approach to meet the needs of the clients with whom he works. As a reliable and caring professional, Kirk is dedicated to building long-term relationships based on trust.
Kirk has over 10 years of experience providing private investment services to high net worth and ultra-high net worth families. Having started his career at a boutique investment and financial planning firm, Kirk is well-versed in asset allocation, financial planning, and asset management. He offers successful entrepreneurs access to unique niche investment opportunities and uses his technical expertise to provide a comprehensive overview of the investment landscape.
Kirk acts as the primary point of contact for all requests related to his clients’ personal financial matters. He is responsible for building and adjusting the investment portfolios, establishing sound financial planning and coordinating with various internal and external professionals on a wide array of matters.
Fields of expertise
- Asset Allocation
- Alternative Investments
- Portfolio construction
- Implementation and ongoing oversight
of investment portfolio
- CFA Charterholder, 2015
- Canadian Investment Manager (CIM), Canadian Securities Institute, 2009
- Honours B.A., University of Toronto, 2006
Professional and Community Involvement
- Autorité des marchés financiers (AMF) – Portfolio Manager, since 2017
- CFA Society Montréal – Member, since 2011