Our Team

I bring a very different level of expertise to the field of retail investment management.

Less than 0.05% of Canadians (0.002% Globally) hold the Chartered Financial Analyst (CFA) designation.  Most of them are employed as Mutual Fund Portfolio Managers or research analysts.  As one of a select number of Investment Advisors who holds the CFA designation, I have demonstrated my commitment to the investment industry and achieved the highest level of accreditation that measures the competence and integrity of financial and technical analysts.  Blending fundamentals with technicals is powerful, and my process is best described as fundamentally screened, yet technically driven.
 
I also hold a Masters of Economics, specializing in macroeconomics, statistics and quantitative methods. This provides me with excellent problem-solving skills, and the ability to understand the macro environment that we are in and the major forces that are driving the markets.  
 
My previous work as a Director of Wealth Management for one of Canada’s largest firms revolved around strategic analysis, model development, risk management and other quantitative research. As a result of this valuable experience, I understand how the different sides of this business work.
 
I am a proud Newfoundlander, born and raised from humble beginnings.  My mom and dad taught me early on to pursue a career that I am passionate about. From an early age I developed an interest in the markets and the economy.  Then, in my 20+ year journey in the investment industry I discovered my passion in life is helping people.   I am honoured and privileged to put my knowledge and experience to use every day to help wonderful families achieve their life goals.
 
My mom was a home-maker and my dad was a schoolteacher for 35 years.  Together they raised 5 children, which required a tonne of patience. I must have absorbed some of these teaching skills, since my clients frequently thank me for my educational approach, and my ability to take complex concepts and explain them in a way that is easy to understand.
 
I have four beautiful children, an amazing wife, and wonderful family that are truly my pride and joy. I'm thankful for the flexibility to be active in their lives, and I am grateful that my parents always emphasized the importance of putting family first.