Tyler Wagner, CFA

Associate portfolio manager

Tyler is responsible for managing client portfolios, research, analysis and financial modelling on current and prospective investments. He joined the firm in 2024 and has worked in financial services since 2015. Tyler began his career as an analyst on a $1 Billion investment fund. He has held diverse roles including financial planning & analysis, corporate development, and mergers and acquisitions advisory. Tyler earned his Bachelor of Commerce (Honours) with a major in Finance from the University of Manitoba in 2015 and his Chartered Financial Analyst® designation in 2017.

Tyler is married and enjoys spending time with his family and two cats, as well as playing and watching sports including hockey, football and curling.