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Bruno Marando,CIM®
Portfolio Manager,
Senior Investment Advisor
Throughout the past decade, Bruno has helped affluent families in Montreal and Ottawa grow their net-worth with his knowledge and industry experience as a Senior Investment Advisor.
As a registered Portfolio Manager and Chartered Investment Manager he specializes in creating tailored, highly tax-efficient portfolios, with the capability of offering discretionary management.
Bruno attributes his success to his work ethic and passion towards building lasting business relationships.
Jodie Alter
Executive Assistant
Jodie’s friendly demeanor and attention to detail has been of great value to Marando Wealth Management since she joined in 2018. Jodie is responsible for the day-to-day administrative tasks as well as coordinating client review meetings and information sessions.
National Bank Independent Network
Custodian & Trade Execution
National Bank Independent Network is Canada’s leading provider of custody, trade execution and brokerage solutions to Independent Portfolio Managers, Investment Dealers and Investment Fund Managers. Today, we serve over 400 independent firms, managing over $200 Billion in Assets under Administration.
iA Private Wealth
Broker Dealer
iA Financial Group (TSX: IAG), offers tailored wealth management solutions through a network of more than 500 independent Investment Advisor teams. With more than $40 billion in assets under administration, we are the partner of choice for discerning investors across Canada
Our Core Values
We practice what we preach
Integrity
We always act in our clients best interest. We only receive compensation from a flat management fee. No commissions.
Accountability
The support of iA Private Wealth, a subsidiary of iA Financial, paired with the stability of our custodian, National Bank of Canada, ensures your accounts are always safe and accounted for.
Knowledge
As a Portfolio Manager, we are held at the highest level in terms of education and industry requirements.
Commitment
We are here to build lasting, meaningful relationships with our clients. Not sell products.
Passion
We enjoy what we do. This passion will reflect in our annual reviews as we take the time to explain your portfolio and options that lie ahead.
We Work With the Very Best
Examples of some of the ETF, Mutual Fund and Alternative Strategy providers we partner with
