Bardia Baradarani

Director & Portfolio Manager at Aviso Wealth

Bardia Baradarani, CFA, CIM, CPA has a diverse work experience spanning multiple companies and roles. Bardia is currently serving as the Director & Portfolio Manager at Aviso Wealth, a role they have held since May 2016. Prior to that, Bardia worked at Canaccord Genuity Wealth Management (Canada) starting in September 2011. During their time at Canaccord Genuity, they held several roles including Manager, Portfolio Solutions from July 2014 to May 2016, Analyst, Managed Investments from April 2013 to May 2016, and Associate, Portfolio Management Solutions from September 2011 to April 2013. Before joining Canaccord Genuity, Bardia worked at Mackenzie Investments as an Advisor & Client Support Representative from September 2009 to September 2011. Bardia also gained experience as a Research Associate at Beedie School of Business from 2009 to 2010.

Bardia Baradarani, CFA, CIM, CPA has a Bachelor of Business Administration degree with a major in Finance and a minor in Economics from Simon Fraser University, which they obtained from 2005 to 2009. Bardia passed the Level III Exam of the CFA Institute in June 2012. Bardia is a registered student at The Canadian Institute of Chartered Business Valuators since 2018 and is expected to complete their studies in 2022. Additionally, Bardia holds certifications including Chartered Professional Accountant from CPA Canada and Responsible Investment Specialist from the Responsible Investment Association. Bardia has obtained the Certificate in ESG Investing from the CFA Institute in 2022. Bardia also has certifications as a Chartered Financial Analyst from the CFA Institute and a Chartered Investment Manager from the Canadian Securities Institute, though the specific dates of obtaining these certifications are not provided. Bardia also holds the certification of a Certified SAFe 5 Practitioner from Scaled Agile, Inc.

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Timeline

  • Director & Portfolio Manager

    May, 2016 - present