Our Team » Keith Dicker, CFA

Keith Dicker, CFA

President & Chief Investment Officer

Keith Dicker, CFA founded the company in 2010 and is the President and Chief Investment Officer. He has over 20 years of investment experience as a portfolio manager focusing on managing wealth for clients all over the World.

Keith started his career in Halifax as a portfolio manager with a large Canadian bank where he managed high net worth portfolios on a discretionary basis. Next, for ten years Keith managed portfolios for an offshore bank in Bermuda where as a senior portfolio manager and head of global equities, he was responsible for global investment strategies including asset allocation, equities, fixed income, commodities, alternative investments, and multi-currency. Keith earned the Chartered Financial Analyst (CFA) designation in 1998 and is a member of the Chartered Financial Analysts Institute.

Keith has been recognized by the CFA Institute, Reuters, Bloomberg and the Globe & Mail for his perspective on global macro investment strategies. He is a frequent speaker on the challenges and opportunities facing investors today and is available to present to groups of any size. Please contact him directly.


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