Claudio Gagliardi CFA, CFP
Senior Investment Counsellor
Claudio Gagliardi joined Fiera Capital in 2012 following its acquisition of Canadian Wealth Management (CWM). Currently, as Senior Investment Counsellor, he is responsible for counselling private clients. Mr. Gagliardi has over 25 years of investment management industry experience, having started his career with Royal Trust as an Investment Advisor in 1995. Prior to joining CWM in 2011, Mr. Gagliardi spent three years at T.E. Investment Counsel, where he led the Calgary private client office while counselling high net worth families.
Mr. Gagliardi previously served as a board member for the Calgary CFA Society for 5 years, including a term as President (2006-2007). He obtained his Certified Financial Planner (CFP) designation in 1998, obtained the Chartered Financial Analyst (CFA) designation in 2001, and is a graduate of the University of Calgary’s Haskayne School of Business (B.Comm., 1995).
Mr. Gagliardi is dedicated to his community. He has been coaching various youth sports teams for over 10 years and is a member of the Calgary Flames Ambassadors, supporting the Calgary Flames Foundation for Life. He has been volunteering with UNICEF for over 20 years and is a regular Canadian Blood Services donor.