Stewart Reid

Director, Capital Markets, Western Canada @Clifton Blake

North Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2025 — Present

Director, Capital Markets, Western Canada @Clifton Blake

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Vancouver, BC, CA

As Director of Capital Markets at Clifton Blake Asset Management in Western Canada, I am spearheading our growth strategy primarily in the intermediary distribution channel and institutional asset managers. Clifton Blake empowers investors with innovative investment strategies, including our tax-efficient Mortgage Income Fund and Private REIT. Our goal is to foster growth for investors while addressing Canada\'s housing crisis by creating and managing high-quality rental units. With an existing portfolio of 6 properties constructed since 2018 and a strong pipeline of development opportunities, we are dedicated to delivering attractive risk-adjusted returns for our investors in the coming years.

EDUCATION

1982 — 1988

McMaster University

Commerce and Computer Science

SKILLS

Business DevelopmentWealth ManagementCommunicationsInvestment AdvisoryFinancial MarketsCapital MarketsInvestmentsSales & MarketingContinuing EducationSecuritiesInsuranceClient Relations SkillsInvestment ManagementFinanceSegregated FundsMutual FundsFinancial ServicesFixed IncomeB2bRelationship ManagementFinancial AdvisoryManagementStrategic Financial PlanningMentoringRetirement PlanningLeadershipPortfolio ManagementSales ManagementEtfsAsset ManagmentNew Business DevelopmentEquitiesAsset ManagementSalesInvestment Strategies

ABOUT STEWART REID

With 25 years of financial services experience I look forward to my next journey with Clifton Blake Asset Management. As Director, Capital Markets in Western Canada I will be working with investment advisors, institutional money managers, and accredited investors to provide insights and strategies on Clifton Blakes unique private mortgage and REIT strategies. With 6 existing bespoke properties and a compelling pipeline of developmental opportunities, Clifton Blake is uniquely positioned to help solve Canada\'s housing crisis while providing attractive risk-adjusted returns to investors.Previously, as a Director at BMO Global Asset Management, we cultivated a high-performing team that significantly contributed to the firm\'s asset growth, particularly in ETFs and funds of ETFs. Our success was rooted in aligning sales strategies with company objectives and managing resources effectively. This balance between aggressive growth and cost management was pivotal in enhancing profitability and establishing a more substantial presence in the financial advisor community.

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Stewart Reid — Director, Capital Markets, Western Canada at Clifton Blake in North Vancouver, BC, CA | Unifers