Education:

Business Administration, Okanagan University College

FMA, Financial Management Advisor, Canadian Securities Institute

CIM®, Chartered Investment Manager, Canadian Securities Institute

FCSI®, Fellow of the Canadian Securities Institute, Canadian Securities Institute                                  

I have been a successful Investment Advisor in the Investment Industry since 1994 and with BMO Nesbitt Burns since 1997. I am a graduate of the Business Administration Diploma Program at Okanagan University College and have earned the Financial Management Advisor (FMA) designation and the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute. In addition, I have earned the Fellow of the Canadian Securities Institute (FCSI®) Designation, a significant accreditation signifying a strong commitment to education, ethics and experience in the securities industry