Our Team

As a Professional Financial Planner (PFP) ® and Chartered Investment Manager (CIM) ® with 20 years' experience, I provide clients with a bespoke wealth advisory experience – specializing in comprehensive high net worth planning and discretionary portfolio management.

I joined BMO Bank of Montreal upon completing my studies at the University of Western Ontario. In my role, I was fortunate to develop a keen understanding of risk management and capital markets. The knowledge I gained from that experience has formed the basis of both our wealth planning engagements and our disciplined investment management process.

Outside the office I devote my time to my wife, my daughter, fitness and all things sports.

As a Chartered Investment Manager (CIM) ® with more than 25 years’ experience, I deliver top-flight wealth planning solutions for clients – bringing deep knowledge of investment and estate planning solutions to the Hassan Fox Wealth Management team.

I sharpened my skills at such illustrious firms as Merrill Lynch and Midland Walwyn – now, I lever that rigorous and disciplined investment management approach to help clients achieve financial freedom in line with their long-term goals.

Outside the office, I devote time to my wife, three children, photography, yoga and watching football.

As a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER® Professional, I have a multi-faceted understanding of wealth management, encompassing a wide set of issues, ranging from tax and estate planning to capital markets.

My goal is to improve clients’ financial well-being with a careful balance of capital preservation, growth-oriented investments, structured portfolio strategies, macro analysis and high-grade equity research.

On a personal note, I was born and raised in Markham, ON, where I continue to live today with my wife and two children.

With a 34-year tenure at Nesbitt Burns Inc. (BMO), I am an accomplished financial professional dedicated to assisting clients. I have built a successful career in the financial services industry while fostering strong client relationships. In my spare time you can find me at a local garden center or kayaking on Lake Simcoe.

Troy has been in the wealth management industry for more than a decade at various firms and holding different roles. With that he brings experience in coordinating account administration, onboarding, regulatory documentation, investment account processed and client communications to always make sure there is a seamless client experience. In his free time, Troy enjoys staying active, supporting The Raptors and following his favourite NFL teams.