Company Description Treegrove Investment Management Inc. was founded by William (Bill) Shaw and Alex Nayyar to provide discretionary investment management and financial planning services to high net worth individuals, charities, and foundations. The firm is focused on delivering personalized portfolio management and comprehensive financial advice tailored to the needs of sophisticated clients. Treegrove emphasizes long-term relationships, disciplined investment processes, and objective guidance.

Team members collaborate closely with clients to help them preserve and grow assets, support philanthropic goals, and meet complex financial objectives.

Role Description In this full time remote Partner role, the individual will lead client relationships, provide strategic investment and financial planning advice, and help grow the firm’s client base. Day-to-day responsibilities include managing and reviewing client portfolios, developing and presenting financial plans, and monitoring market and economic developments relevant to client strategies. The Partner will collaborate on firm-wide investment decisions, contribute to research and due diligence on investment opportunities, and support the enhancement of internal processes and tools.

The role also involves business development activities, including cultivating referral networks, attending virtual client meetings, and participating in thought leadership initiatives such as insights, presentations, or client communications.



The Partner is expected to work closely with other team members to maintain high service standards and ensure regulatory and compliance requirements are met.

Qualifications

- Must have book of businnes.
- Strong expertise in discretionary investment management, portfolio construction, and risk management.
- Experience in comprehensive financial planning, including retirement, tax, estate, and philanthropic planning for high net worth clients.
- Proven ability to build and maintain trusted client relationships with individuals, charities, and foundations.
- Background in business development, networking, and growing an advisory or investment management practice.
- Excellent analytical, quantitative, and problem-solving skills, with sound judgment in complex financial situations.
- Outstanding written and verbal communication skills, including the ability to explain technical concepts in clear, accessible language.
- High level of integrity, professionalism, and commitment to client-centric, non-discriminatory service.
- Ability to work independently in a remote environment while collaborating effectively with a distributed team.
- Bachelor’s degree in Finance, Economics, Business, or a related field; advanced credentials such as CFA, CFP, CPA, or equivalent are strongly preferred.
- Prior leadership or partnership experience in an investment management or wealth advisory firm is an asset.

📌 Partner (Toronto)
🏢 Treegrove Investment Management
📍 Toronto