Portfolio Manager
Sunny is a Portfolio Manager with The Rosedale Family Office. With over 15 years of experience in investment analysis and portfolio management, Sunny specializes in Canadian equities and delivering tailored investment solutions to high-net-worth clients.
Before joining The Rosedale Family Office, Sunny was Vice-President and Portfolio Manager at a leading Canadian bank, where he managed over $6 billion in client assets. Known for his ability to simplify complex investment strategies, Sunny provided clear and actionable advice to advisors nationwide, empowering them to guide clients toward their financial goals. Earlier in his career, Sunny held senior roles at another major Canadian bank, where he developed expertise in financial analysis, strategic planning, and equity research. His skill in equity research has earned him accolades within the industry for stock picking and earnings forecasting.
Dedicated to staying at the forefront of market trends and best practices, Sunny is a lifelong learner with a passion for investing. Sunny holds a Master of Business Administration (MBA) from Wilfrid Laurier University and is a CFA Charterholder.
Outside of his professional endeavours, Sunny enjoys exploring the world, trying new cuisines, spending quality time with his wife and two young children, and volunteering at a charity that provides grief counselling services for children who have lost a parent(s).