Gerard A. Tobin
Investment Advisor @iA Private Wealth
Calgary, AB, CA
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WORK HISTORY
Jun 2021 — Present
Investment Advisor @iA Private Wealth
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CA
Lead Prescient Wealth, an independent team delivering bespoke wealth management servicesto high-net-worth families. Developed and implement \"Prescient Portfolios\" – a top-down, bottom-up analysisinvestment process with tactical overlays.Average investment assets per household >$1million. Publish market insights and monthly portfolio reports, keeping clients informed withregular newsletters.
ABOUT GERARD A. TOBIN
As an Investment Advisor at iA Private Wealth, I lead Prescient Wealth, an independent…
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