Ken Serbu

Damian Maxwell CIM®, CFP®, HBCCS

ASSOCIATE PORTFOLIO MANAGER

Damian has been managing investment portfolios for affluent families, trusts, and pensions for several years. Prior to joining Bellwether, Damian was a Senior Portfolio Manager for a Multi Family office in Oakville. Damian was instrumental in developing Global strategies focused on reduced volatility, true diversification across asset classes, and preservation of capital through all market cycles. Damian believes in a holistic wealth management approach to achieve the goals of his clients.

Damian started his career as a Telecommunications entrepreneur but has spent the last decade within Commercial Banking, Investment Banking, and Wealth Management.

Damian completed an Honours Commerce, Computer Science double major degree in addition to an Associates Degree in Computer Programming.  Damian is a Chartered Investment Manager and Certified Financial Planner.

Damian’s motivation comes from helping others identify their true needs and determining the objectives required to achieve their goals.

Outside of work, Damian leads a very active lifestyle enjoying time with his lovely wife and two young boys.

CONNECT

  • damian.maxwell@bellvest.ca
  • 905.337.2227 Ext. 219
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