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About Us

East West Investment Management is a Private Investment Office, which manages assets on behalf of Family Offices, Foundations, and High Net Worth Canadians.  It was founded in 2009 by Richard Phillips.  East West is registered with the applicable securities regulators as a Portfolio Manager, Investment Fund Manager, Commodity Trading Manager, and Exempt Market Dealer.

Meet the Team

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Richard Phillips
Chief Executive Officer

Richard oversees the investment activities at East West Investment Management.  Richard is the former Deputy Chairman and Global Head of Trading at CIBC World Markets.  In addition, he has Chaired numerous endowment organizations and investment industry regulatory committees.  Richard graduated from the University of Toronto with a degree in Commerce and Economics.

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Ryan Lim
Chief Operating Officer

Ryan oversees all operational matters at East West Investment Management.  Ryan’s experience is in the development and operation of systems for trading and financial services.  Ryan graduated from the University of Toronto with a degree in Engineering.

Zachary Schwartz
Head of Client Relations and Manager Research

Zach manages client relationships and business development at East West Investment Management.  Zach previously worked at a Canadian multi-family office and at a New York-based fintech startup.  He volunteers at several charities.  Zach graduated from the University of Western Ontario with a degree in Political Science.

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Amir Azad
Client Services Associate

Amir provides client services and business development at East West Investment Management.  Previously, he worked at a financial marketing and capital market consultancy agency in Toronto.  Amir has a Master of International Business from Queen’s University with a focus in sustainable finance.

Maxwell Carr
Research Analyst

Max provides investment research and analysis at East West Investment Management. Previously, he worked as an Equity Research Analyst at an independent investment bank and as a Senior Risk Analyst at TD.  Max graduated from Toronto Metropolitan University with a Bachelor of Commerce.

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Sandra Lui
Financial Administration

Sandra provides client financial services at East West Investment Management.  Previously, she served as the director of a loan financing company conducting credit analysis and overall business management as well as portfolio accounting in the trust fund industry.  Sandra graduated with a degree in Banking and Finance from Monash University in Australia.  Thereafter, she acquired a Master of Divinity.

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