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About Canadian Investment Manager

WHO ARE WE?

About Us Mounir R. El-Ayari is an Associate Portfolio Manager with National Bank Financial. He manages money on a discretionary basis for high net worth families, foundations and corporations. In terms of his credentials, Mounir is a Canadian Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI), two of the foremost designations in the country. As a licensed Investment Advisor, he is also licensed to trade options, futures and advise clients on their life insurance needs. In terms of portfolio performance, returns are available upon request.

Professional Designations

THE DESIGNATION TO TRUST

FCSI Representing individual integrity and supreme professionalism, the designation of Fellow of the Canadian Securities Institute (FCSI) is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. The distinctive gold and black FCSI mark is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honour in the financial services industry.

Management Style

THE FORMULA FOR SUCCESS

Management Style In terms of his management style, Mounir strictly adheres to a bottom-up value approach. As an advocate of Modern Portfolio Theory, he uses a systematic approach in evaluating an investor's investment objectives, risk tolerance and other investment constraints. He then establishes a target Asset Mix and assembles a portfolio that is diversified across all three asset classes (including cash & cash equivalents, fixed-income and equities). By assessing various valuation and leverage ratios such as price/earnings, price/cash flow and debt/equity, he is able to identify companies that offer the potential for above average capital appreciation. After adding various fixed income securities to the asset mix, he is then able to achieve attractive long-term performance while reducing exposure to risk. In uncertain economic times, capital preservation is one of the most important factors in achieving long-term success.

 
Member of Canadian Investor Protection Fund Visit our Private Wealth Management website FCSI: Leaders in Financial Services