Toronto, Ontario - (News Release - March 16, 2020) - SideDrawer, the first truly mobile friendly...
Toronto, Ontario - (News Release - March 16, 2020) - SideDrawer, the first truly mobile friendly digital estate and family planning tool, is pleased to announce the several additions of experienced industry professionals to our Advisory group.
Kavina Nagrani, a leading estate planning lawyer.
Thomas Johnston, former President of CI Financial's Institutional business.
Ron Schwarz, former Managing Director and Portfolio Manager at UBS Asset Management, and Head of Equities for CIBC World Markets.
"This exceptionally talented group of professionals will be instrumental in giving us the sector and industry knowledge we need to incorporate into our product and messaging. We will be relying on each of their impressive networks for introductions into each of our target verticals." said Gaston Siri, CEO & Co-Founder. "Their individual accomplishments in their field are so significant that SideDrawer is quickly gaining the credibility and needed to demonstrate the confidence in our strategy."
Kavina heads up an estate planning and litigation practice for a top-tier mid-size law firm in Toronto. Pre-law, Kavina was a Director in the Information Technology space, managing and consulting on multi-million dollar software implementation initiatives across Canada, the USA and in Mexico.
She was also an instrumental advisor to the Canadian channel of Just-Eat.ca (now Skipthedishes) before its public offering and offers advisory support to other local technology companies and initiatives.
As an estate planning lawyer herself, Kavina's real-life experience with her clients has been invaluable to developing the SideDrawer professional user experience and our collaboration models.
Tom was most recently President of CI Institutional, a $17B book of business within CI Financial (CIX.TO on TSX).
Tom was previously Head of Canada & CEO at UBS Global Asset Management (UBS Canada).
Tom's role identifying strategic partners and leveraging his relationships are crucial for the expanding and deploying of SideDrawer.
Ron is an independent investor, corporate director and capital markets professional with 25 years of industry experience.
Ron was a Managing Director and Head of Canadian Cash Equities at CIBC Wholesale Bank. He was responsible for equity sales, trading, research, prime brokerage and electronic trading operations.
Ron was also a Managing Director and Portfolio Manager for UBS Asset Management in Toronto.
Mr. Schwarz graduated from Concordia University and is a CFA charterholder.
SideDrawer is a secure and real-time Life Planning and Organization platform that allows you to easily organize and share your personal and family information and important contacts -from any device- including banking, investments, identity, real estate and all other critical information. SideDrawer offers guided organization, and the flexibility to provide as much or as little information as you like. With a user-friendly interface, and permission-based settings, you can invite collaborators to help you with your documents allowing easy access to your trusted advisors and loved ones. For more information, please visit: www.sidedrawer.com, download our mobile apps on the Apple App Store or Google Play Store, or visit our web-app at my.sidedrawer.com.