Ida Khajadourian CIM®, CAIA®, FMA
University of Toronto
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Ida Khajadourian CIM(r), CAIA(r), FMA is a highly experienced Portfolio Manager and Investment Advisor with over 23 years of expertise in wealth management. She has worked closely with institutions, families, wealthy entrepreneurs, and high net worth families, delivering holistic wealth management services. Ida's belief in capital preservation, tax minimization, retirement planning, and investing using a risk reward-oriented approach is her approach. She has a strong background in finance and economics, and has been involved in mentoring programs supporting gender diversity and women in finance. Ida is dedicated to providing insights and expertise in alternative strategies.
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About
Ida is a multi-award winning Portfolio Manager and Investment Advisor with a passion for wealth management and helping clients achieve their goals and successfully transition through various life stages. For over 23 years, Ida has worked closely with Institutions, Family Offices, wealthy entrepreneurs and high net worth families building trusted relationships and delivering a high level of holistic wealth management services. Using her knowledge and experience, combined with a team of in-house specialists including tax, estate, insurance and retirement planners, Ida is able to help chart your path to financial security. Ida’s beliefs include the importance of capital preservation, tax minimization, retirement planning, and investing using a risk reward-oriented approach including alternative strategies.After completing a Bachelor of Commerce Degree from the University of Toronto with specialization in Finance and major in Economics, Ida joined a prominent Canadian asset manager where she was involved in all aspects of business development including investment advisory services. In 2013, Ida transitioned her practice to Richardson Wealth (formerly Richardson GMP) where she launched Khajadourian Wealth Management. Ida obtained the Chartered Alternative Investment Advisor (CAIA) designation in 2005 and Chartered Investment Manager (CIM) in 2016.Ida supports many causes both inside and outside of her community and has been involved with various mentorship programs supporting gender diversity and Women in Finance. In recent years Ida has been invited to speak on various panels to discuss her journey as a financial professional as well as providing insights and expertise regarding Alternative Strategies. Ida is hard working and extremely passionate about wealth management and capital markets.
...See MoreWork Experience
portfolio manager investment advisor advisor of the year alternative investments wp 5 star advisor wp leading woman in wealth
Portfolio Manager | Investment Advisor
Director | Wealth Management Investment Advisor
Financial Services
Ida Khajadourian CIM®, CAIA®, FMA's Professional Milestones
- Director | Wealth Management Investment Advisor (2013-02-01~2016-04-01): Building, strategizing, and investing in valuable wealth, preserving countless years of wealth and improving overall operations.
- Vice President, Senior Investment Advisor (2012-12-01~2013-02-01): Developed strategic partnerships to maximize returns and expand market reach for investment opportunities.
Education
Finance And Economics
1995-1999Skill
Investments
Mutual Funds
Investment Advisory
Alternative Investments
Equities
Sales
Asset Management
Hedge Funds
New Business Development
Investment Strategies
Marketing
Portfolio Management
Investment Management
High Net Worth Individuals
Securities
Asset Allocation
Wealth Management
Private Equity
Reporting
Etfs
Capital Markets
Fixed Income
Finance
Due Diligence
Financial Planning
Retirement
Financial Analysis
Insurance
Wealth Management Services
Holistic Financial Planning
Certification
Colleagues
Scott Stennett
chief operating officer at richardson wealth
Ben Finney
vice president platforms and products richardson wealth
Celeste Evancio
Vice President | Associate General Counsel
Kish Kapoor
president and ceo rf capital group
Andrew Marsh
Chief Executive Officer
Other Named Ida Khajadourian CIM®, CAIA®, FMA
Frequently asked questions
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Ida Khajadourian CIM®, CAIA®, FMA works for Richardson Wealth
Ida Khajadourian CIM®, CAIA®, FMA's role in Richardson Wealth is portfolio manager investment advisor advisor of the year alternative investments wp 5 star advisor wp leading woman in wealth
Ida Khajadourian CIM®, CAIA®, FMA works in the industry of Financial Services
Ida Khajadourian CIM®, CAIA®, FMA's colleagues are Scott Stennett,Ben Finney,Celeste Evancio
Ida Khajadourian CIM®, CAIA®, FMA's latest job experience is portfolio manager investment advisor advisor of the year alternative investments wp 5 star advisor wp leading woman in wealth at Richardson Wealth
Ida Khajadourian CIM®, CAIA®, FMA's latest education in University of Toronto