Steve Balaban, CFA
Steve has over 10 years of experience working in the wealth management industry. His work has focused on advising family offices, specifically in the private equity space. Passionate about education, Steve lectures at the University of Waterloo.
Steve is a member of the CFA Institute and the CFA Society Toronto, where he sits on the Board of Directors.
Vanja Peric, CFA
Vanja is an investment consultant with over 10 years of experience working in investment and wealth management. Her work has focused on developing and implementing investment strategies for high net worth families, foundations and endowments, as well as investment management research.
Vanja is a member of the CFA Institute and the CFA Society Toronto, where she is an active volunteer, serving as Vice-Chair of the Member Communications Committee.