Gabriel Di Primio, CFA
Chief Operating Officer and Portfolio Manager
Gabriel is a member of the CFA Institute and the CFA Ottawa Society. After graduating from the University of Ottawa in 1994 with an Honours Bachelor of Commerce degree (majoring in finance), Gabriel earned the Chartered Financial Analyst designation in 2000. For nearly two decades, he honed his portfolio-management skills—first as an investment officer to affluent private and institutional clients with the Toronto-Dominion Bank, where he oversaw approximately $60 million of client assets. Later, he complemented that experience as an equity analyst—performing fundamental analysis and valuation work on major listed North American companies—with a local investment counselling firm with assets under management of over $600 million. Throughout his distinguished career, Gabriel has practiced what he believes—that integrity is at the root of successful client-investment management.
“The depth of our investment knowledge, experience and discipline is applied within our clients’ accounts daily. Never taking our clients’ trust for granted, we strive to continually earn it through hard work, diligent effort and integrity.”