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A client-focused and performance-driven team

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Irvin He

Analyst, Client Portfolio Management

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Irvin joined RPIA in 2021 as an Analyst in the Client Portfolio Management team, with a focus on high net worth, wealth management, and institutional investor channels. Irvin is primarily responsible for creating and maintaining marketing materials and providing in-depth analyses to support the team's sales activities.

Prior to joining RPIA, Irvin spent two years as an investment analyst with a large family office in Toronto, where he was responsible for equity research and manager selection.

Irvin holds a Master of Management in Finance from McGill University and a Bachelor of Commerce from the University of Toronto. He is also a CFA Level 3 Candidate. In his spare time, Irvin is passionate about music remixes, interior design, billiards, and tennis.

 

Irvin He Headshot