Manager, Private Client Investment Services
Mr. Mehari is responsible for client service, sales administration, operations and business analytics within the Private Client Division. Mr. Mehari has more than 15 years of multi-dimensional experience within the Canadian wealth management industry. Prior to joining Hillsdale, Mr. Mehari worked with Meridian Credit Union, supporting senior management with business analytics. Before that, he trained BMO Nesbitt Burns advisors on a new financial planning software. He also worked at McKinsey PriceMetrix, where he offered practice insights to help private wealth firms advance their business. Before pivoting to operations and analytics, he was an IIROC-licensed Investment Advisor at the Macquarie Group (now RGMP) and a Branch Operations Manager at BMO. Henok holds the CIM designation and has completed several industry courses, including all pre-requisite exams for the PFP (Personal Financial Planner) designation.