CAIA (2020); CFA (2018); BComm (Finance and Marketing) (2013, Hons.), University of Manitoba, Canada.
Kai is an institutional associate on the PH&N Indigenous Investment Services team at PH&N Institutional. In this role, he is responsible for collaborating with clients, their advisors, and institutional portfolio managers to consider how investment strategies align with the goals and objectives of Indigenous groups across the country. In addition to his professional responsibilities at PH&N Institutional, Kai sits on the Board of Directors of the Headingley Community Foundation, where he is a member of both the Finance and Investment Committee, as well as the Granting Committee. Prior to joining the organization in 2023, he worked at RBC Dominion Securities for eight years in progressively senior roles, most recently as an associate portfolio manager specializing in discretionary investment management. Kai is a member of Peguis First Nation and works from Swan Lake First Nation 8A near Winnipeg, Manitoba. He started his career in the investment industry in 2012.