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Mohsin Bashir

Associate Portfolio Manager at RBC Phillips Hager & North Investment Counsel Inc.

Professional Background

Mohsin Bashir is a seasoned investment professional with an impressive track record in the financial services industry that spans over 15 years. His extensive experience encompasses various roles, including sell-side, buy-side, operations, compliance, and private client asset management, making him a versatile asset in the investment landscape. Mohsin is distinctly known for being a team player and an innovative idea generator, contributing to an enriching collaborative environment wherever he has worked.

Having held significant roles at top-tier financial institutions, Mohsin has built a robust foundation in investment management. Most recently, he served as an Associate Portfolio Manager at RBC PH&N Investment Counsel, where he played an essential role in managing investment portfolios with a focus on meeting client objectives and delivering superior results. His previous experience as Chief Operating Officer at JM Fund Management honed his leadership abilities and strategic thinking, essential skills for overseeing complex operational frameworks.

Mohsin's career has been marked by a commitment to excellence and a penchant for continuous learning, demonstrated through his academic endeavors and professional certifications. His tenure as Adjunct Faculty at the University of Waterloo underscores his dedication to nurturing the next generation of finance professionals by sharing his vast knowledge and insights.

Education and Achievements

Mohsin Bashir's academic journey is a testament to his dedication to the field of finance. He studied Joint Honours Co-op BA at the esteemed University of Waterloo, where he gained a thorough grounding in finance and economics. This rigorous educational experience was complemented by earning the Chartered Financial Analyst (CFA) designation from the CFA Institute, a globally recognized accreditation that aligns with high professional standards in investment management and financial analysis.

His commitment to professional growth is also reflected in various co-op and internship experiences that have helped shape his career path. Notably, during his time at Colonel By Secondary School, he laid the groundwork for a successful future in finance.

Media Appearances

In addition to his extensive professional qualifications, Mohsin Bashir has also made numerous appearances on BNN (Business News Network), where he discussed market trends and investment strategies. His engaging presence and insightful analysis of market developments have made him a popular figure among financial commentators. Notable appearances include:

  • Market Call on September 20, 2018
    Watch here
  • Market Call on July 20, 2017
    Watch here
  • The Street Guest Host on March 7, 2017
    Watch here
    His insightful commentary extends beyond just one or two years, making him a staple on the network for over a decade. His ability to provide clarity in complex financial matters has surely resonated with audiences, highlighting his expertise and approach within the industry.

Achievements

Throughout his career, Mohsin Bashir has received several accolades and has made significant contributions to the organizations he has worked with. Prior to his current role, he served as VP Investments/Portfolio Manager at Stone Investment Group, where he was instrumental in steering investment strategies that aligned with clients’ growth objectives.

Additionally, during his time as the Regional Manager of Governance at RBC PH&N Investment Counsel, he implemented critical compliance measures and ensured adherence to best practices, greatly enhancing the operational integrity of the firm. His previous roles, including Chief Compliance Officer at Highwater Capital Management and Senior Analyst at TD Wealth Management-TD Securities, highlight his capability in managing diverse facets of investment analysis and compliance.

Besides his professional achievements, Mohsin's background in co-op positions across reputable organizations showcases his commitment to gaining immersive industry experience as early as possible. His ability to transition from roles such as Financial Advisor at Royal Bank of Canada to detailed analytical roles demonstrates his strength in adapting to the dynamic needs of the financial sector.

In conclusion, Mohsin Bashir remains a distinguished professional with a deep commitment to the financial industry. His impressive background and demonstrated expertise in investment management, client advisory, and market analysis position him as a leader in the sector. With each chapter of his career, Mohsin continues to contribute positively to the investment community, mentoring others, and sharing his knowledge with aspiring finance professionals.

tags':['Investment professional','Portfolio manager','Financial analyst','CFA','Market analysis','Client advisory','Private client asset management','Compliance expert','Industry educator','Team player','Financial services','Investment strategies','Leadership','Operational excellence'],

questions':['How did Mohsin Bashir develop his expertise in portfolio management?','What strategies has Mohsin Bashir implemented during his time at RBC PH&N Investment Counsel?','Can you elaborate on how Mohsin Bashir’s experiences at University of Waterloo shaped his career?','What have been some key trends Mohsin Bashir has observed in the investment landscape throughout his career?','How does Mohsin Bashir continue to inspire and educate future finance professionals as an adjunct faculty?','What motivates Mohsin Bashir in his role as an investment professional?','How has Mohsin Bashir navigated the challenges of the financial industry over the years?']},

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Mohsin Bashir
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Location

Whitchurch-Stouffville, Ontario, Canada