Eddy Mrad, CFP®, is an experienced investment advisor and financial planner currently affiliated with Aligned Capital Partners Inc. and Alpha Strategies Inc. since March 2023. Eddy specializes in conducting due diligence on market managers and funds, and assessing client financial goals and risk tolerance. Prior roles include financial planner and investment advisor at Zagari, Simpson & Associates Inc. and Mandeville Private Client Inc. from February 2018 to March 2023, where wealth preservation strategies were emphasized. Eddy's career began at National Bank of Canada as a financial planner and at TD in customer service roles. Eddy holds a Bachelor's degree in Administration, Finance, and Financial Planning from École des sciences de la gestion (ESG UQAM) and has completed financial planning training through IQPF.
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