“My purpose is to make people better investors. Those who are advised are more likely to realize higher lifetime returns and achieve their financial goals.1”
My wealth advisory practice is based around financial planning and investor behavior: two key factors that clients can control with the help of their advisor. This contrasts with the unpredictable, uncontrollable, and largely inconsequential short-term gyrations of financial markets. Empowering clients with this understanding lets me add true value, and put their lifelong goals within reach while easing the stress of market volatility.
Prior to joining 801 Wealth, I enjoyed a long career in Institutional Equity Sales & Trading as Director of Institutional Sales with both GMP Securities and FirstEnergy Capital. My time with FirstEnergy included over three years in the London office, dealing with UK and Europe-based clients. I’ve also worked as an Equity Research Analyst and a Portfolio Analyst with an independent investment manager in Montreal.
I received my MBA (Finance) from McGill University and hold a Bachelor of Commerce in Economics from Mount Allison University. I am a CFA® charterholder and a member of the Calgary CFA® Society.
Beyond the Office
I rest and recharge by travelling with my wife and two daughters, and stay active through golf, skiing, sporting clays and recreational hockey. I’m also a proud supporter of Calgary Drop-In & Rehab Centre.
1 Source: CIRANO