With over twenty years of experience in the securities industry, my position of Investment Advisor at National Bank Financial has been concentrated in expert wealth management techniques. I work one on one with clients to achieve their financial goals through a variety of instruments. I began my career at TDEvergreen and have since moved once to my present employer, National Bank Financial. My client base is largely comprised of high net worth investors whose primary goal is one of capital preservation but also with a focus ongrowth and income.
I attended the University of Western Ontario, completing four years of studies before graduating with Honours in the Bachelor of Arts program. My financial accreditations include:
- Registered Options Representative
- Level II Life Insurance
- Financial Management Advisor (FMA)
- Chartered Investment Management (CIM)
- Registered Portfolio Manager
- Member of the FSCI (www.fsci.ca).