Adnan Nagra

Adnan Nagra is an experienced financial professional currently serving as a Portfolio Manager at Ventum Financial and PI Financial Corp. since June 2019, specializing in discretionary portfolio management for high net worth (HNW) and ultra-high net worth (UHNW) clients. Prior to these roles, Nagra was a Senior Wealth Advisor at Investment Planning Counsel from September 2016 to 2018, focusing on comprehensive wealth management strategies, and served as a Portfolio Manager/Investment Advisor in the corporate branch of Investment Planning Counsel from February 2014 to August 2016. Nagra also held the position of Wealth Adviser and Managing Partner at TD Wealth from July 2010 to January 2014, where the family office model targeted both domestic and international clientele. Earlier career experience includes founding Broadwater Group at Macquarie Group, emphasizing ethical investments and socially responsible investing. Educational qualifications include a Bachelor of Commerce in Finance/Business from McMaster University and the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute.