About Us
AUTHENTIC ASSET MANAGEMENT INC.
Our Firm
SCOPE
Authentic provides independent financial advice to Canadians – since 2014.
Clients engage us for financial planning & retirement planning services.
We also manage investment accounts on a fiduciary basis for Clients as a regulated Portfolio Manager in BC, Ontario & Quebec.
Vision
To be the experienced trusted hand that people turn to, especially in their pivotal moments of need.
MisSion
We are dedicated to getting Clients moving towards their desired future state.
Values
- People Matter
- Trust Is Our Currency
- Always Being Authentic
AuthentiC ASSET MANAGEMENT INC.
Our Team
CULTURE
Authentic is client-centric, agile & effective.
We listen to Clients, uncovering their needs & addressing them.
Clients find us engaging, level-headed & pro-active.
Duncan B. Webster
CFA, CFP, FCSI, MSc, BComm
Financial Planner, Portfolio Manager, Founder
Professional Interests
Duncan Webster enjoys taking a holistic and hands-on approach to helping Clients define and satisfy their financial needs. He is passionate about connecting with new Clients, adding value for existing Clients, and running Authentic. Through personalized financial planning, he makes projections for Clients that are grounded by experience and understanding of what can really happen. He brings decades of money management experience to the task of stewarding the investment portfolios of individuals with a prudent, outcome-oriented approach.
Experience & Credentials
Duncan founded Authentic Asset Management Inc. in 2014. He provides individuals in Canada with financial planning and portfolio management services from a trustworthy, independent, and highly experienced provider. Duncan believes that access to high quality expertise is a challenge, and that potential conflicts of interest are rife in the Canadian financial services industry. Over the years, Authentic has acted as a consultant for one of Canada’s largest pension plans, and also acted as an advisor to a hedge fund for pension clients.
Duncan’s prior professional experiences include:
- Chief Investment Officer, Head, Board Member of CIBC Global Asset Management
- Co-Head of PIMCO Canada, unit of one of the world’s largest bond managers
- Team Head of Portfolio Strategy & Capital Markets at Allianz Investment Management, in the headquarters of the world’s largest insurance company
- Global Strategist, Equity Proprietary & Alternative Investments, and Head of Global Markets Research, Foreign Exchange & Interest Rates for (HypoVereinsbank) Unicredit in Germany
- Product Manager at Thomson Financial in the UK
- Securities Trader in London
Duncan’s credentials include:
- CFA (Chartered Financial Analyst) Charterholder
- CFP (Certified Financial Planner) Designation
- FCSI (Fellow of the Canadian Securities Institute) Designation
- MSc in Economics from the LSE (London School of Economics)
- BComm with Great Distinction from McGill University
Outside of Work
- Active social tennis player & supporter
- Stand-up comedy performer at local clubs
- Board Member of the vibrant High Park Club, Toronto
- Previously, Board Member of the University of Victoria Endowment Foundation for 9 years
- Previously, Investment Management Expert Panel, McGill Faculty of Management
Vaibhav Kumar Khurana
CFA, PMP, BComm
Business Analyst
Professional Interests
Vaibhav Kumar Khurana helps bring to life the strategic vision of Authentic by helping in designing and implementing the systems, policies & procedures of the firm in line with best-in-class business practices. He helps the financial planning clients at Authentic by carefully vetting the quantitative and qualitative inputs provided during the fact-finding phase for accuracy and coherence. He also assists Duncan in proposing and brainstorming potential scenarios and financial outcomes drawing from his own previous experience as a management consultant. This ensures that all clients at Authentic benefit from the “Four-Eyes” Principle and rigorous Quality Control.
Experience & Credentials
Vaibhav has over 10 years of experience in the finance industry and has worked in several domains including personal finance, investment banking, an management consulting.
Vaibhav’s prior professional experiences include:
- Consultant at PKC Advisory (Management Consulting), India
- Investment Banking Analyst at Moody’s Analytics, India
- Chartered Accountant Articleship, India
Vaibhav’s credentials include:
- CFA (Chartered Financial Analyst) Charterholder
- PMP (Project Management Professional)
- PGDM (Financial Markets) – Rank 1 from AJNIFM, India
- BComm from Delhi University
Outside of Work
- Proud parent of 2
- Hobbyist finance teacher for CFA, Grad & Post Grad Students
- Provide mentorship to youth