Chad draws on more than 25 years of investment experience to help his clients navigate the world of financial markets. Chad has held various senior roles in the financial industry both in the private client advice channel as well as in financial product distribution and construction. Chad strives to use this experience to help deliver a top quality client experience that focuses on top tier customer service combined with results that allow clients to meet their long term goals and aspirations. Prior to joining to joining National Bank Financial, Chad worked as Vice President of Structured Solutions for Merrill Lynch Canada’s Capital Markets Group. Chad is passionate about his studies in finance and upon completing his BComm in Finance from the University of Calgary he moved on to pursue his CFA designation, recognized as one of the preeminent designations in the financial industry.
Married with three children, Chad has a busy life outside of his work commitments. If not at the hockey rink for himself or his boys, the family can be found on a local ski hill or golf course. In the summer months, spending time on beautiful Okanagan lake is top on the family to do list. Chad is passionate about giving back to his community, he is an active contributor to the Central Okanagan Foundation as well as numerous children’s sporting groups.
