About Konrad Kopacz

Konrad has been in the financial services industry for over 20 plus years. He is a licensed Portfolio Manager and Investment Advisor that believes in formulating a plan prior to investing a single dollar is key for anyone wanting to achieve their financial goals. He advocates pension style investing by incorporating alternative asset classes into a clients’ portfolio, outside of the generic public equity and debt investment instruments. His experience ranges from helping people that are just starting their financial journey to more sophisticated offshore family offices. His primary focus is helping hard working families in breaking down the complexities of the financial markets and making sure they know how to achieve their goals and the products they invest in which will help them on their journey to financial success.

Konrad has held several roles in the industry that ranged from equity trader to executive. He is also an avid soccer player, enthusiast and a season ticket holder for the Toronto Football Club (TFC). One career highlight came as an advisor to a provincial party at Queens Park with a focus on advising on policy changes that affect the financial sector in Ontario. This resulted in a unique experience of cross-examining Bill Morneau (Canada’s former Finance Minister) and his provincial pension reform proposal.

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