Claudio Gagliardi, CFA, has extensive experience in wealth management and investment counseling, currently serving as a Senior Investment Counsellor at Fiera Capital Private Wealth since June 2011, where responsibilities include advising private clients on wealth creation and establishing investment policies. Previously, Claudio held positions as Vice President and Portfolio Manager at TE Investment Counsel and Guardian Capital Advisors LP, leading client investment teams and managing relationships with financial planners. Claudio also worked in similar capacities at Franklin Templeton Investments and RBC Private Counsel Inc., focusing on client relationship management and investment strategy development. Claudio began a career in finance as a Client Service Officer at Royal Trust after earning a Bachelor of Commerce in Finance from the University of Calgary.
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