Advising Representative (Portfolio Manager), Asset Management & Private Wealth
Muneeb began his career at TD Bank, working across retail, asset management, and strategy/planning. At TD Asset Management Inc. (TDAM), he supported the client portfolio management team, with approximately $407 billion in assets under administration at the time.
Currently, Muneeb serves as an Associate Portfolio Manager at QVest, where he manages two concentrated equity funds and is involved in managing high net-worth managed accounts. Prior to this role, he was an Investment & Equity Research Analyst at QVest, leading various research and portfolio management functions, including portfolio strategies and investment modelling.
Muneeb holds the Chartered Financial Analyst (CFA) charter and the Chartered Investment Manager (CIM) designation. He earned his Bachelor of Commerce (Honours) from Queen’s University Smith School of Business. Additionally, Muneeb is a TD Scholar and has received accolades from the House of Commons, the Lieutenant Governor of Ontario, and the YMCA Peace Medal for his community leadership.
Are you seeking a partnership that aligns with your values and investment goals? QVest is here to explore the possibilities with you. Share your vision with us and let’s schedule a conversation. Submit your email below to start a dialogue on how we can grow together.
Contact Us Today