A Winning Personality
How it contributes to Financial Success. Contrary to what people believe, financially successful people often don’t have special know-how or skills when it comes to investing and saving...
I hold a bachelor’s degree in Economics and Political Science from the University of Toronto. In addition to a variety of industry related courses including estate planning, options trading and risk management, I have also achieved the designation of Certified Financial Planner (CFP®).
I began my career as an equity and options trader with the Bank of Montreal. I then went on to spend 17 years with CIBC as a financial planning consultant within their private wealth management division working with both corporate and personal clients advising in all areas of wealth management. Most recently, I built a successful practice with RBC Dominion Securities managing the investment portfolios for high net worth clients and their families.
Away from the office, I enjoy golfing, skiing, hockey, photography and spending time with my wife and daughter.
Branch Office: (905) 815-2300
Branch Fax: (905) 815-2324
University of Toronto - Bachelor of Arts Economics & Political Science
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