The National Sales & Investor Relations Team

Toshi Okada, CIM

Director, Private Capital Markets

Toshi brings nearly a decade of experience across private markets, alternative investments, and capital markets to Lankin Investments. He previously held roles at Westcourt Capital, CI Assante Wealth Management, and CI Global Asset Management, where he focused on investment due diligence, advisor-focused business development, and alternative strategy research. At Westcourt, he served as Associate Principal & Associate Portfolio Manager and was a member of the firm’s Investment & Risk Committees. Toshi holds a Bachelor of Management & Organizational Studies (BMOS) with a specialization in Accounting from the University of Western Ontario and holds the Chartered Investment Manager (CIM®) designation.

As Director, Private Capital Markets at Lankin, Toshi draws on his due diligence background to provide product knowledge and competitive research on alternative investments to Lankin’s management team.

As a Dealing Representative with Parvis Investment Services Inc. (“Parvis”), an exempt market dealer, Toshi works directly with investors to understand their objectives and assess the suitability of Lankin’s offerings. Any capital-raising or investor-facing registrable activity is performed solely in his separate capacity as a Dealing Representative of Parvis and under Parvis’s supervision.