Phone: 905 272 3900 ext 23
I started my financial education at the University of Manitoba, completing a BComm (Hons) degree with a specialization in finance. A lifelong learner, I have continuously added to my knowledge, earning both the Certified Financial Planner (CFP) and the Chartered Investment Manager (CIM) designations.
My career trajectory includes a rotation through insurance underwriting, working as a stockbroker for a large U.S. firm, teaching investment courses, building a fee-for-service financial planning firm from the ground up, and, most recently, the senior financial advisor and portfolio manager at the MoneyPower Group of Raymond James.
At the heart of my work, I am a financial planner by training and by temperament. I love the challenge of helping clients make the best financial decisions, guided by their goals and values. I serve clients in B.C., Alberta, Ontario, Nova Scotia and New Brunswick.
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No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.