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Credentials
CFA®
Experience Industry experience
1 year
Location
Remote
Marnoa Private Wealth Counsel Ltd.
Supported
Total advisors
3Clients per advisor
20 LowAvg AUM per client
$326,668 Very LowHNW client ratio
86% Very HighNadeem Kassam is a CFA® charterholder currently with Marnoa Private Wealth Counsel Ltd., where he has worked since 2025. He has prior experience with Advisor Insights, Raymond James, RBC, and CIBC, totaling several years in the financial industry. Marnoa Private Wealth Counsel provides discretionary investment management and advisory services to individuals, families, trusts, estates, small businesses, and charitable organizations, often utilizing separately managed accounts. The firm employs a combination of fundamental and cyclical analysis, modern portfolio theory, and proprietary quantitative models in its investment process and serves a significant non-U.S. client base through a cross-border regulatory structure.
Based on Marnoa Private Wealth Counsel Ltd.
$0 - $500,000: 1.50% $500,001 - $3,000,000: 0.85% Over $3,000,000+: 0.75%
Account minimum: $100,000
Texas
1 year of industry experience
Marnoa Private Wealth Counsel
2025 - Present • 1 year
Toronto
Advisor Insights
2023 - 2025 • 2 years
Toronto
Raymond James, Ltd.
2020 - 2023 • 3 years
Toronto
Rbc
2020 - 2020 • 1 year
Toronto
Cibc
2014 - 2020 • 6 years
Toronto
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