Leadership

Brian Balbuena-Diaz Partner and co-founder

Brian specializes in asset management and portfolio management for High & Ultra High Net Worth individuals, families, corporations and foundations. 

Prior to co-founding Bloomridge, Brian worked at CIBC where he was featured in the Globe and Mail alongside his partner as being one of Canada’s Top Wealth Manager’s team in the Globe and Mail. 

Brian holds a Bachelor in Finance from HEC, the Financial Planning Designation, and is currently pursuing a Masters in Applied Financial Economics at HEC. He speaks English, French and Spanish.