What does it take to build a meaningful career in investment management, and a legacy that extends beyond financial performance?

In Season 2, Episode 3 of Diverse Dividends, host Anton Almazov, CFA sits down with Brian Madden, CFA, CFP, Chief Investment Officer at First Avenue Investment Counsel and a member of CFA Society Toronto’s Board of Directors.

Drawing on nearly 30 years in the industry, Brian reflects on working his way through university, entering investment management, co-founding a firm and navigating some of the most turbulent periods in modern market history. He shares the lessons he learned from the 2008 financial crisis, including the value of resilience, client relationships and remaining composed through uncertainty.

The conversation also explores:
• Why leadership is developed through experience
• How volunteering can become a “parallel career”
• The value of combining quantitative, fundamental, technical and macro analysis
• Why making fewer, better-informed investment decisions can improve results
• What a typical day looks like for a Chief Investment Officer
• Why character, integrity and service matter more than beating a benchmark
• The legacy Brian hopes to leave for the next generation

His final advice for professionals at any stage of their careers is simple: Be bold. Fortune favours the bold.

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