Born and raised in Windsor, Craig has been working with individual and institutional investors in Windsor and Essex County for over 30 years. Craig strives to ensure our team’s portfolio management excellence and commitment to the highest professional and ethical standards.
Craig is a Bachelor of Commerce graduate of the University of
Windsor where he majored in Finance and Economics. Following
graduation, he seized an opportunity to train in the area of
Investment Management in Toronto and was recruited by TD Bank Group to
open the TD Evergreen branch in Windsor. TD Evergreen is now known as
TD Wealth Private Wealth Management. Starting as the only employee,
Craig grew the TD Evergreen presence to over a dozen employees and was
eventually recruited by National Bank Financial (NBF).
During his time with NBF Craig has obtained the prestigious designation of Portfolio Manager. A Portfolio Manager specializes in high-level investment strategies tailored to affluent clients and has the ability to conduct discretionary portfolio management services on behalf of their clients.
Throughout Craig’s career, he has prided himself on getting to know his clients, understanding their individual circumstances, and providing them with the most important thing a Portfolio Manager can - Peace of Mind. Outside the office, more than anything Craig’s source of pride is his 2 daughters who are off pursuing their dreams.