About OBCDian

The people behindthe perspective.

Building trust through thoughtful research, clear communication, and a commitment to doing what is right for our clients.

2021

Founded in Toronto

Research-led

Decisions grounded in analysis

Client-first

Partnership built on trust

Who we are

A boutique firm, built around people.

Founded in 2021, OBCDian Asset Management is a small, growing boutique firm focused on building a diversified investment portfolio alongside our clients. We work across real estate, equities, digital assets, and currency markets. We haven’t mastered every asset class, but we’re committed to learning, researching, and finding opportunities that align with sustainable, long-term growth.

We’re not the biggest firm, and we don’t have decades of track records to show. What we do have is honesty, rigorous research, and a genuine commitment to our clients’ success. We believe the best partnerships are built on transparency: showing our work, explaining our thinking, and admitting when we don’t have all the answers.

We’re building something meaningful, one client at a time. If you’re looking for a partner who values your trust over flashy promises, we’d like to earn the opportunity to work with you.

Our leadership

Led with purpose.

Clear leadership, thoughtful investment operations, and independent compliance oversight.

Executive leadership

Joe Gomes

Chief Executive Officer and Managing Director

With over a decade of experience in asset and wealth management, I blend traditional financial discipline with a passion for innovation. My approach centers on building genuine partnerships, prioritizing transparency, and delivering research-driven strategies tailored to each client.

My MBA in Finance & Artificial Intelligence and ongoing CPA studies help me combine analytical rigor with a forward-thinking mindset. The best investment decisions come from deep market understanding, careful risk assessment, and a commitment to continuous learning.

I am dedicated to creating an environment where trust is earned through honest communication and integrity. Clients who value clarity over hype and seek a thoughtful, purposeful path to financial growth are always welcome.

“Let’s build your financial future together, honestly, transparently, and with purpose.”

Leadership & oversight

Distinct responsibilities, aligned around disciplined and transparent client service.

Investment operations

Kollan Gomes

Chief Operational Officer and Asset Manager

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I oversee investment operations, portfolio construction, and trade execution at OBCDian. Modern Portfolio Theory and practical market analysis guide my approach to identifying opportunities and managing risk across diversified holdings.

With a B.Com. in Finance from the University of Ontario Institute of Technology and ongoing CFA studies, I am committed to continuous learning and applying institutional-grade investment principles at a boutique scale.

My focus is on comprehensive research and in-depth analysis across real estate, equities, digital assets, and currency markets. Every investment decision is backed by rigorous due diligence and aligned with clients’ long-term objectives.

Compliance & legal

Justin Gomes

Compliance Officer

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I ensure OBCDian operates within SEC, IIROC, MFDA, and FINRA regulatory frameworks while managing investment risk across the portfolio. My expertise spans securities law, data privacy compliance (GDPR, PIPEDA), and regulatory reporting.

With sharp analysis and attention to detail, I protect both firm and clients, draft legal documents, review product suitability, and maintain firm-wide governance standards.

Our mission

Do the work. Earn the trust.

Build a sustainable investment firm through rigorous research, transparent communication, and genuine client partnerships. We’re not chasing rapid expansion or inflated assets under management. We’re focused on doing the work right, learning continuously, and making decisions grounded in real analysis, not hype.

The best asset management comes from staying curious, admitting what we don’t know, and working to find answers. As we grow, we’re committed to the principles that define us: honesty about market realities, careful risk assessment, and unwavering focus on our clients’ long-term success over short-term metrics.

Our vision

Growth measured in trust.

A firm where quality research, honest partnerships, and sustainable growth define success. Where our measure isn’t assets under management, but the depth of trust we build with every client who chooses to grow with us.

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