Sham Alif, CFA

Senior Investment Counsellor and Portfolio Manager*

When meeting a client for the first time, Sham Alif doesn’t begin with markets or performance. Instead, he starts with a simple yet meaningful question: What does wealth mean to you? For Sham and the clients he serves, wealth has never been just about numbers. It’s about freedom, confidence, legacy, and impact.

 

As a CFA charterholder with over 15 years of experience, Sham brings one of the most rigorous global standards in investment management, paired with a deeply personal approach. What truly sets him apart is his ability to translate technical depth into clarity, opportunity, and peace of mind; all anchored in his clients’ long-term goals and values.

 

Sham works with clients who have built significant wealth and now seek to make that wealth work for them: across generations, borders, and life stages. His expertise is often called upon during times of transition, when evaluating complex opportunities, or when simplifying decisions in uncertain environments. His role is to bring structure and clarity to those moments, ensuring every decision aligns with the bigger picture.

 

Beyond titles and strategy, Sham is a father of two who values experiences over things. He believes in traveling to learn, making memories with his family, and giving back through mentorship and time. These values keep him grounded and shape how he supports clients, helping them use wealth as a tool to create lives filled with purpose and possibility.