416.777.7029 | Omar.Shaikh@RaymondJames.ca
Omar is a Senior Portfolio Manager and Senior Wealth Advisor with over 20 years experience in building wealth strategies for high-net-worth Canadian families. His experience includes structuring and managing multi-asset class portfolios that are customized for each client based on their unique financial planning related goals.
Omar draws on his vast experience and knowledge of financial markets as well as financial planning strategies to help clients navigate the complexities of everyday life whether they pertain to asset management, retirement and estate planning, corporate holdings or tax.
“This comprehensive wealth approach is the focus of the work that we do with our clients, freeing them to pursue their goals with the knowledge they are working with the right team of experts.”
Omar has earned the prestigious Chartered Financial Analyst® (CFA® ) designation, demonstrating his strong commitment to his clients and the investment industry. In addition to being a CFA® charter holder, Omar also holds the Certified Financial Planner® (CFP® ) designation. Omar graduated from York University with a BA in Economics and completed the Investment Professional Leadership Program at The Ivey Academy at Ivey Business School.
Omar enjoys spending time with his wife and two young children. Omar is also an avid reader with a keen interest in history and travel.