Lead investment strategy and portfolio construction from Calgary, guiding public and private-market allocations for high-net-worth clients and families. This Head of Investments role leads an established independent Canadian wealth-management firm’s investment platform. You will oversee asset allocation, portfolio construction, external-manager due diligence, and investment decisions. The mandate serves high-net-worth and ultra-high-net-worth individuals through traditional investments, alternatives, and comprehensive financial planning. Key Responsibilities:

Lead investment philosophy, asset allocation, and portfolio construction Oversee portfolios and firm-managed funds, including liquidity and risk Source, select,



and monitor external investment managers Evaluate public markets and alternative investment strategies Present recommendations within the Investment Committee Requirements:

10+ years of progressive relevant experience preferred Robust multi-asset portfolio construction and risk-management knowledge Meaningful private-market and manager due-diligence experience Investment Committee experience and sophisticated client communication CFA Charter preferred; Canadian registration eligibility required Apply institutional investment judgment, alternatives expertise, and portfolio leadership to a growing Calgary-based wealth-management platform.

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📌 Head of Investments Calgary (Winnipeg)
🏢 Confidential
📍 Winnipeg