TORONTO, May 8, 2019 /CNW/ - NEI Investments is pleased to announce the appointment of John Bai as Vice President and Chief Investment Officer of Aviso Wealth and NEI Investments, effective May 6, 2019. Mr. Bai will be responsible for the strategic direction of the firm's investment approach and philosophy, including its disciplined asset allocation process, sub-advisor research and due diligence.
Mr. Bai comes to NEI with more than 25 years of investment experience working with some of Canada's top financial institutions. Prior to joining NEI, John held leadership positions at TD, Merrill Lynch Canada, DundeeWealth and most recently, Scotia Wealth Management. John holds a Bachelor of Commerce degree in Finance and Economics from the University of Toronto and is a CFA Charter holder.
"John's depth of experience as an asset management leader and his understanding of the evolving needs of financial advisors and their clients will be key in delivering on our continued commitment to providing differentiated investment solutions to Canadian investors," said Frederick M. Pinto, CFA, Senior Vice President and Head of Asset Management at NEI Investments.
Throughout his career, Mr. Bai has led investment research and product teams, multiple asset allocation committees, and has extensive experience overseeing manager selection and due diligence process.
"The investment landscape is changing, and advisors and their clients are expecting more from asset managers. I am thrilled to join a company that is not only committed to its disciplined investment approach but understands the need for meaningful engagement and partnership required to be successful in today's marketplace," said John.
ABOUT NEI Investments
NEI Investments is a Canadian asset manager committed to providing focused investment solutions advised by best-in-class, independent portfolio managers. NEI delivers disciplined, active asset management with a longstanding focus on Environmental, Social and Governance factors, and a well-defined corporate engagement process designed to create sustainable long-term value. NEI is a wholly owned subsidiary of Aviso Wealth; a national, integrated financial services company, with over $60 billion in assets. For more information please visit www.neiinvestments.com
SOURCE NEI Investments
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