Brian Balbuena-Diaz

Brian contributes to the firm’s advisory work and client discussions, helping individuals and families navigate important financial decisions with perspective and calm judgment. His experience in private wealth management supports a balanced approach across planning, review, and long-term thinking. He works closely with clients, the team, and external managers throughout the investment ecosystem.

Brian is completing a Master’s in Applied Financial Economics at HEC Montréal and holds a Bachelor of Finance from HEC Montréal.