B.A., Western University Certificate in Accounting, York University CERTIFIED FINANCIAL PLANNER® or CFP® designation CIM, Chartered Investment Manager® CAIA, Chartered Alternative Investment Analyst® Life Insurance Advisor for BMO Nesbitt Burns Financial Services Inc
Experience:
I have over 25 years experience in the Mutual Fund and Hedge Fund Industry that directly relates to many of my client investment profiles. I combine that investment experience with Financial Planning, Retirement Income Planning, Estate and Tax Planning, Risk Management and award-winning market research from BMO Nesbitt Burns to meet my clients goals.
I reside in Ajax with my wife, 17 year old daughter and 15 year old son. I am happy to serve clients right across Ontario, Alberta, B.C. and Yukon.