Prior to joining the L & L Group, Eric worked at TD Asset Management, where his specialties included allocation across geography, sector and class as well as macro forecasting. Eric’s current efforts enable the seamless delivery of our discretionary, fee-based investing platform, while offering an experienced, client-first approach.
He holds the Chartered Investment Manager (CIM®) designation and has completed the Chartered Financial Analyst (CFA®) Level I exam. Eric helped build our discretionary investment portfolio and also performs portfolio reviews. Eric earned a B.Comm in Finance from Dalhousie University in 2007.
Eric loves hockey, golf and wine but it has all taken a back seat as he and his wife recently welcomed their first child into the world.
L & L Group is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank