Candidates We Place

Helping Top Investment Professionals Navigate Their Next Chapte

For over 33 years, Toren & Associates has been the trusted partner for investment professionals seeking meaningful transitions across Canada’s wealth and asset management industry. We specialize in the placement of mid to senior-level professionals with proven track records and deep expertise in their field.

Our core focus remains in representing Wealth Advisors and Portfolio Managers—and over the years, we’ve proudly helped build the teams behind some of Canada’s most respected financial institutions.

We Place Professionals Across a Broad Spectrum of Roles, Including:

Wealth Advisors & Investment Advisors

Portfolio Managers & Investment Counsellors

Investment Managers & Relationship Managers

Private Bankers & Financial Planners

Senior Wholesalers & Sales Professionals

If you are an experienced investment professional with 5+ years in the industry, we invite you to explore how we can support your next professional move.

Types of Professionals We Represent

We specialize in three distinct categories of Portfolio Managers & Investment Counsellors:

Client-Facing Portfolio Managers

These are entrepreneurial professionals who own, control, and manage their practices. Equal parts advisor and business owner, they excel at business development, client relationship management and investment strategy.

Relationship-Based Investment Counsellors

These professionals do not own the practices they manage, but bring strong credentials and deep experience in managing client assets. They typically work within an established infrastructure and are less involved in business development or sales.

Investment-Only Portfolio Managers

These are highly skilled investment professionals who have spent a decade or more managing assets on the institutional or private client side. While they often hold discretionary management authority, they typically do not engage in direct client relationship management.

Where We Place Talent

Our candidates are placed with leading brands and boutique firms across Canada’s investment landscape, including:

CIRO-regulated Investment Wealth Advisory firms

OSC & AMF registered Portfolio Management firms

Independent Broker Dealers and Institutional Asset Managers

Private Banks, Multi Family Offices, and Discretionary Platforms