Our custody partner National Bank Correspondent Network (NBCN) is backed by the financial strength and ongoing support of National Bank of Canada, a federally chartered Schedule A bank and public company listed on the TSX. National Bank of Canada has been providing financial services to individuals, corporations and governments since 1859, making it one of Canada’s oldest financial institutions.
Your accounts are protected by the Canadian Investor Protection Fund (CIPF). The limit is $1,000,000 CDN for any combination of cash and securities. Most investors will have two accounts (a general account and a retirement account) that are each eligible for $1,000,000 coverage.
The most important attribute is preservation of capital. We know our clients work hard to build their wealth. That’s why our money is invested alongside our clients, instilling the confidence that we seek to protect our collective assets from excessive volatility and downside risk.
Delivering superior long-term investment returns for our investors is our goal. We seek high-quality companies with a track-record of strong returns on capital, solid balance sheets and superior management teams, among other criteria. We believe businesses satisfying our standards have the potential to produce exceptional returns over time, while minimizing risk.
Equity markets are fluid and we take pride in our disciplined approach to identifying optimal entry/exit points for our investments. Put simply, we strive to be opportunistic when others are fearful about future prospects. Conversely, we are fearful when others are greedy and overly optimistic.
Aleem brings almost 20 years of investment industry experience to his role as your Portfolio Manager. Prior to founding AFINA Capital Management in 2009, Aleem was a Senior Equity Analyst and Director at Cormark Securities Inc. He was also the lead Analyst in constructing Cormark’s income trust portfolio, advising other Equity Analysts on valuation and strategy. During his tenure at Cormark, Aleem analyzed and published research on companies spanning across eight different sectors, including:
• Consumer Staples
• Consumer Discretionary
• Energy Services
• Environmental Services
• Income Trusts
• Industrial Services
• Industrial Products
Aleem’s research and recommendations have been well-regarded by Canadian institutional portfolio managers and recognized in Brendan Wood’s annual Canadian Institutional Equity Rankings. Between 2004 and 2009, Aleem was highly ranked for Quality of Research and Investment Ideas in various sectors. He was also named a Top Stock Picker for Business Trusts by Starmine and the National Post from 2006 to 2008. Aleem has appeared on BNN and has been a knowledgeable reference for financial media.
Aleem is currently Vice-Chairman of the Markham Theatre Advisory Board. He is also the founding Chairman of the Markham Theatre Discovery Foundation Task Force.
Aleem graduated in 2001 from the University of Toronto with an Honours Bachelor of Commerce specializing in Management & Economics. He earned his Chartered Financial Analyst designation in 2006.