Rachit Tibrewala – My Story

As an Investment Counsellor, Rachit provides portfolio management services to high-
net-worth clients in the CI Assante Private Client program. In consultation with our team,
he determines the appropriate asset allocation to best meet the objectives of every
client. He also provides ongoing reviews of client portfolios and works closely with our
Wealth Planning team to ensure that our clients’ investment plans continue to meet their
needs.

Rachit brings 15 years of diverse financial services experience, particularly in portfolio
management and capital markets research across the US and Canada. Prior to joining
our team in 2023, Rachit was a Portfolio Manager at a boutique investment firm in
Vancouver where he worked closely with financial advisors to service high-net-worth
clients, which included asset allocation, portfolio construction, estate planning and cash
flow management. He also performed equity research on Canadian and US large-cap
companies, covering the technology, healthcare and consumer discretionary sectors.
Prior to this, Rachit worked in Chicago as a Research Analyst covering US and
international equities for a buy-side wealth management firm.

Rachit has a Bachelor of Science in Business Administration from Indiana University’s
Kelley School of Business, where he majored in Finance and Entrepreneurship. In
addition, he is a Chartered Financial Analyst (CFA) charterholder and holds his
Certified Financial Planner ® designation.