Ian Osler, CFA
Ian has an extensive background in the investment industry spanning more than 35 years. He began his career at a large insurance firm in 1980, analyzing Canadian and U.S. equities for pension funds. His career progressed as he gained experience with a trust company, investment dealers, and a mutual fund company. His role at these firms included managing assets for high net wealth individuals, equity analysis, and managing mutual funds. Ian is a CFA charterholder, and a member of the CFA Institute and the Toronto Society of Financial Analysts.
Client Services and Administrative Coordinator
Sara Isa has more than fifteen years of experience in the investment management industry. She has worked both at large organizations and in boutique environments, and has extensive experience serving high net worth clients. Through Raymond James Correspondent Services, Sara works with Portfolio Managers like Ian Osler to implement their investment philosophy, execute Ian’s portfolio decisions and provide personalized service to clients. Her responsibilities at RJCS include the administration of the Montreal and Toronto offices of RJIC. Sara is a graduate of Concordia University (B. Com. Fin.)