Pippa Fry

Pippa Fry, 



Pippa Fry – My Story

As an Investment Counsellor, Pippa Fry provides portfolio management services and her experience to our high net worth clients in the CI Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, she determines an appropriate asset allocation to best meet their objectives. She also provides ongoing review of client portfolios and works closely with our Wealth Planning team to ensure our clients’ investment plans continue to meet their needs.

Pippa comes to CI Assante Private Client with 30 years of experience in financial services working in London, Hong Kong, Tokyo, New York and Vancouver. Prior to joining Assante Private Client she was a Portfolio Manager at Phillips Hager & North, part of RBC Global Asset Management. She started her career at CIBC in London, followed by roles at Merrill Lynch and Swiss Bank/UBS before joining Citigroup (on the merger of Citibank and Salomon Brothers Inc.) where she was a Managing Director of Fixed Income Capital Markets for 10 years before immigrating to Canada.


  • MA, Oxford University
  • Chartered Investment Manager (CIM®), Canadian Securities Institute


Over 25 years of working with Legacy Family Office has given us the confidence to make informed decisions that have seen us succeed through all of life’s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we’d always dreamed of – without worry.

– Alan and Margaret