Ariz David, MBA, CFA
Uncover opportunities under the surface
As a Portfolio Manager & Global Strategist at IceCap, I provide discretionary investment management services to individual and corporate clients.
I am responsible for developing and executing financial planning, risk management and asset allocation strategies for our client portfolios.
I believe in managing portfolios using low cost, simple to understand, ETFs (Exchange Traded Funds), rather than using mutual funds – which tend to charge high fees and consistently underperform.
I am a CFA Charter holder (CFA), with an MBA (Finance) from Dalhousie University and have over 18 years of experience in investment management, corporate finance, and entrepreneurship.
My career began at PwC Corporate Finance in Toronto. I also worked at RBC PH&N Investment Counsel – a provider of discretionary wealth management services to high net worth individuals and families.
I believe in providing independent advice – financial advice is not tainted by self-interest as I receive no commissions or other third-party payments.
Most recent blog post from Ariz:
“The house always wins” is a common expression describing the statistical advantage a casino has in the long run. Despite the certainty of the odds being mathematically stacked against the gambler, human psychology finds a way to frame a positive outcome...