Tanvir Hossain
Fund Compliance Manager @Optimize Financial Group
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WORK HISTORY
Fund Compliance Manager @Optimize Financial Group
Toronto, ON, CA
By introducing Canadians and their families, as well as foundations and other not for profit organizations, to Optimize discretionary wealth management services and portfolio management team, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. Optimize Wealth Management is one of Canada’s leading investment management firms whose affiliated teams are recognized throughout the industry as thought leaders and impact setters.I adhere to the key principles of listening and responding, placing the utmost importance on understanding each of my client’s unique goals and objectives, ensuring flexibility to changing market conditions and personal circumstances. I am dedicated to developing strong working relationships and providing the highest level of personalized service.
EDUCATION
California State University, Long Beach
Bachelor of Science (BS), Finance and Financial Management Services
Schulich School of Business - York University
Master of Finance, Capital Market Stream
ABOUT TANVIR HOSSAIN
As a Fund Compliance Manager at Optimize Wealth Management, I provide a confident approach to guiding my clients towards achieving their long-term financial goals. I am a Master of Finance graduate from Schulich School of Business. I have been an Investment Analyst at Stella Equities Ltd, a boutique asset management company based in Dhaka, Bangladesh for 5 years after getting promoted from Jr. Financial Analyst role (2.5 years). I have enhanced my financial modelling and valuation skills as an Investment Banking Institute trainee. I have graduated magna cum laude with a Bachelor of Science degree in Finance/Investment Management from California State University, Long Beach, USA in 2014.
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