Kirk has been an Investment Advisor since 1996, and a Certified Financial Planner since 1999. After graduating with a Bachelor of Commerce degree from the University of Guelph in 1980, Kirk spent 15 years in the Canadian Banking Industry. Kirk has been part of the National Bank Financial / Wellington West Capital Inc. Oakville office since it was established in 2004.
Kirk’s primary function is to conduct the Discovery Meeting with potential clients. He will discuss their current financial situation, goals and expectations and help to identify potential opportunities for improvement through interacting with their other professional advisors. He will introduce our team to ensure our clients are fully comfortable with our entire process. Kirk lives in Oakville with his wife and two children. He is an avid skier and golfer.