Since 2005, Eric has been helping families achieve their financial goals by providing valuable advice, focusing in areas of investment strategies, tax & retirement planning, and estate planning.
He graduated with Honors in Economics from the University of Calgary and obtained the Certificate in Retirement Strategy (CRS) from the Canadian Securities Institute. He is a Chartered Investment Manager (CIM) and also Licensed in life and disability insurance planning.
His continued commitments to education has led him in pursuing the Certified International Wealth Manager (CIWM) designation.
Eric and his team have been able to provide astute and timely financial advice to clients and guide them through some of the most volatile and challenging investment climates in history. Together with his team, Eric takes pride in the strong, long term relationships that they have built with clients in both canada and around the world.
His career philosophy is very much align with the CFA institute's mantra: