The Gold Standard for Independent Wealth Advice

Mo Lidsky is the Chairman and Chief Executive Officer of Prime Quadrant.

Prior to leading Prime Quadrant, Mo built, bought, sold, and managed organizations across a range of sectors, including education, auto restoration, e-commerce, and microfinance. In each of his entrepreneurial ventures, Mo has tried to innovate, disrupt and improve each of the industries he touched.

Philanthropy has always been a cornerstone of Mo’s personal and professional life. He currently serves as Chairman of Prime Quadrant Foundation, sponsoring initiatives that aim to create lasting social impact, with a focus on mental health. In addition, he has sat on the boards of various hospitals and universities in Canada and Israel, including Hebrew University, Mount Sinai Hospital, Haifa University, Jerusalem College for Technology, Holland Bloorview Kids Rehabilitation Hospital, and CAF Canada, where he served as founding Chairman. Mo has also sat on multiple institutional investment committees and served as Chief Executive Officer of Yeshiva University (Canada), overseeing strategic development, recruitment, and the management of the Canadian endowment.

Mo is a frequent speaker on issues that affect affluent families, and is the author or co-author of four books, including: Partners in Preservation: How to Know Your Advisor Is Truly Protecting Your Wealth, The Philanthropic Mind: Surprising Discoveries from Canada’s Top Philanthropists, In Search of the Prime Quadrant: The Quest for Better Investment Decisions, and Selling Snake Oil: Investment Lessons from the World’s Greatest Frauds. Mo’s fifth book, konnect better: unlocking the power of your relationships was released in January 2026

Mo holds multiple degrees, Magna Cum Laude, from Yeshiva University, a Master of Business Administration (MBA) from the University of Toronto, and a Doctor of Philosophy (PhD) from Apsley Business School of London.

Above all, Mo’s proudest achievement is his family. He and his wife, Naomi, have raised five remarkable children, and continue to learn from them every day.

Peter Fink is a Managing Consultant at Prime Quadrant.

Peter has over 30 years of business development and relationship management experience, working with institutional and family office investors. He has been increasingly involved with alternative investments for a number of years.

Prior to Prime Quadrant, Peter had worked at Kensington Capital in Toronto, and previously for two alternatives investment managers in the U.S. Before that he had been in senior roles with Russell Investments and Citigroup, both in Canada and the U.S.

Peter has a B. Comm. (Economics) from the University of Toronto and an M.B.A. from Columbia University. He is a member of the Investment Committee of the Holland-Bloorview Hospital and was a former member of the Investment Committee of the Jewish Federation of Greater Toronto.

Alex Da Costa is the Chief Investment Strategist at Prime Quadrant.

Alex has 25+ years of experience in the financial industry, with a particular focus on alternative investments. Prior to re-joining Prime Quadrant in 2024, he held the position of Senior Vice President at PIMCO, a leading investment manager. From 2019-2022, he served as Head of Investments at Prime Quadrant.

Earlier in his career, Alex held key leadership roles at Pavilion Advisory Group (later acquired by Mercer), and ABN AMRO Asset Management, where he specialized in hedge fund advisory and portfolio management. He also co-founded SilverStreet Capital, playing a crucial role in developing the business, including research and portfolio management.

Alex holds an MSc in Finance from the ICMA Centre, University of Reading, and a bachelor’s degree in civil engineering from the University of Southampton.

Outside of work, Alex enjoys staying active and having adventures with this children.

Roy Bernhard is the Chief Information Officer at Prime Quadrant.

He leads the firm’s IT strategy and technological transformation to support its mission of delivering exceptional value to clients and stakeholders. His focus is on streamlining processes using technology, driving innovation, and implementing scalable systems that enhance efficiency and impact.

Prior to joining Prime Quadrant, Roy served as the CEO of a global fintech firm and Executive Director of a leading law firm. Over his 25-year career, he has spearheaded numerous digital transformation initiatives, including the development of AI-driven frameworks, Web 3.0 solutions, and advanced digital infrastructures for organizations across a range of industries.

Roy holds a B.A. in Computer Science from Western University and has completed executive education at Harvard Business School. Known for his expertise in AI, blockchain, and organizational design, he is a sought-after advisor and speaker on transformative technologies.

Outside of work, Roy loves experimenting in the kitchen with gourmet recipes for friends and family, geeking out over high-end audio gear and wine, writing software, and mentoring the next generation of technologists. He is an avid supporter of youth soccer and manages his son’s team. Roy also frequently contributes to white papers and thought leadership on emerging technologies.