Bardia Baradarani

Bardia is an experienced investment professional with over 15 years in the industry, blending traditional portfolio management with a strong quantitative and technology-forward mindset. He began his career at Mackenzie Investments and later played a key role in building out the managed assets platform at Canaccord Genuity.

Bardia joined OceanRock Investments as a Portfolio Manager and continued in a leadership role following its merger into Aviso Wealth, where he became Director and Portfolio Manager. In that role, he helped scale the firm’s managed asset platform into one of the fastest-growing in the industry, overseeing strategy, investment research, and platform development.

He holds a Bachelor of Business Administration from Simon Fraser University and is a CFA charterholder, CPA, and CIM designee. His investment philosophy is grounded in fundamental research but increasingly shaped by quantitative methods, data analytics, and systematic portfolio construction.

Bardia is passionate about leveraging technology to drive better investment outcomes. With a strong interest in application development, AI, and automation, he enjoys building tools that streamline workflows, improve research efficiency, and unlock deeper insights. His hands-on approach to integrating technology into investment processes reflects a forward-thinking mindset and a commitment to continuous improvement in asset management.