Mehendi is a founding partner at Tall Oak Capital Advisors and along with the senior partners, helps lead the company’s expansion plans within its wealth, investment, business advisory pillars.

With extensive experience designing and implementing business strategies, policies and procedures, as President, Mehendi oversees the firm’s operational excellence. He leads a team of advisors, associates and client relationship specialists to support Tall Oak’s affluent families, foundations and businesses with integrated strategic financial planning and investment advice.

In addition to his strategic leadership role, Mehendi works directly with the firm’s high net worth clients. He is passionate about uncovering a client’s goals, motivations and concerns and working together to solve complex financial, estate and tax needs.

Mehendi is a seasoned investor with over 25 years experience in the financial services industry and is also registered as a Portfolio Manager.

Before founding Tall Oak, Mehendi has held progressively senior management roles at a variety of large Canadian financial institutions including banks, insurance and mutual fund companies. The diversity of experience gained in those roles has provided him with unique insights into the financial services industry.