Moize Goulamhoussen Senior Portfolio Manager and Wealth Advisor

Moize Goulamhoussen, who has over 20 years of experience working within the financial industry, is a Senior Portfolio Manager and Wealth Advisor at Designed Wealth Management, Toronto. He was formerly a Portfolio Manager and Wealth Advisor at RBC Dominion Securities, Toronto from July 2020 to December 2023. Here, he acted as a full investment manager for HNW (high-net-worth) and UHNW (ultra-high-net-worth) families, family offices, and corporate clients.

Transcript

1. Moize Goulamhoussen: Senior Portfolio Manager and Wealth Advisor Moize Goulamhoussen, who has over 20 years of experience working within the financial industry, is a Senior Portfolio Manager and Wealth Advisor at Designed Wealth Management, Toronto. He was formerly a Portfolio Manager and Wealth Advisor at RBC Dominion Securities, Toronto from July 2020 to December 2023. Here, he acted as a full investment manager for HNW (high-net-worth) and UHNW (ultra-high-net-worth) families, family offices, and corporate clients.
2. Career Highlights and Achievements From October 2016 to April 2019, Mr. Goulamhoussen was Vice President and Portfolio Manager at BMO Nesbitt Burns, Toronto. In this capacity he achieved a client retention rate of 85%, significantly higher than the then-standard industry average of 70%. Mr. Goulamhoussen is a citizen of both Canada and France and holds a B.A. in Political Science, Economics and Sociology from Montreal9s McGill University. He has been licensed as a Portfolio Manager by the Canadian Investment Regulatory Organization (CIRO). To relax, Mr. Goulamhoussen likes nothing more than spending time with his family. He also enjoys visiting the theatre, listening to lounge music and jazz, cooking and travelling. His key professional areas of interest include tax planning, portfolio management, and emerging asset classes such as cryptocurrencies.