Vianne Xu, CFA, CFP — Head of Research, Portfolio Manager · Our Family Office Inc.

Vianne Xu, CFA, CFP — Head of Research, Portfolio Manager · Our Family Office Inc. · Greater Toronto Area, Canada.

Direct contact

No direct contact on file for Vianne yet.

About

- Registered Portfolio Manager (OSC registration: Advising Representative). - Bringing sophisticated investment management to ultra high net worth families for wealth protection and wealth growth. - Rigorous institutional-quality due diligence process on investment strategies. - Over 20 years of investment experience across all asset classes including traditional equities, fixed income, private equity, private credit, hedge funds, and real assets.- Native speaker of Mandarin.

Experience

Head of Research, Portfolio ManagerCurrent
Our Family Office Inc.
Dec 2025 – Present
- Lead investment research and due diligence on external managers / strategies (public equity, fixed income, hedge funds, private equity, private credit, real estate, venture capital). - Set investment philosophy, asset allocation, and capital markets assumptions. - Construct institutional-quality portfolios for ultra-high net worth families with consideration of tax, liquidity, and customization. - Registered Portfolio Manager (OSC registration: Advising Representative).
Wealth Consultant / Investment Counselor
Cidel · Greater Toronto Area, Canada
May 2019 – Mar 2023
- Overall relationship management with high net worth families. - Manage discretionary investment portfolios with a consultative approach incorporating personal financial planning.

Education

The University of British Columbia — Master of Science - Business Administration · 2002 – 2004
CFA Institute — CFA

Skills

Wealth Management