Verified recordInvestment Management

Michael Lehmann

Associate Portfolio Manager - Client Relationship Manager at Raymond James Investment Counsel Ltd

Based in Toronto, Canada

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Seniority

Other

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Other

Location

Toronto

Industry

Investment Management

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m•••••••@raymondjames.ca

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Background

About Michael Lehmann

Michael is currently the Associate Portfolio Manager - Client Relationship Manger at Brook Wagman Private Wealth; a subgroup of Raymond James Investment Counsel. Michael works daily alongside experienced portfolio managers to advise and create bespoke retirement portfolios for high net-worth individuals. He is passionate about building lasting relationships with clients, investment management, working within a team, and analyzing market trends. Michael has been recognized by his peers as being hardworking, intelligent, and analytical. Michael has recently received the CFA designation in April 2025. This concludes a long journey of CFA examinations passing all three levels on the first attempt. Furthermore, Michael passed the CSC and CPH designations in Disclaimer: bit.ly/RJLDSCLMR

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