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Mitri Badr, CFA
Investment professional, certified coach, small business mentor
Mitri Badr is a seasoned Investment Advisor with a wealth of experience in market and investment analysis, product development, and managing client relationships across various asset classes. His expertise lies in selecting and recommending diverse investments like mutual funds, hedge funds, equities, fixed income, and derivatives within a portfolio framework. With a background that includes setting up and overseeing investment advisory and brokerage services, Mitri has successfully nurtured relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals to help them realize their financial objectives.
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Location
Orleans, Ontario, Canada
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