With over twenty years of experience in the securities industry, my
position of Wealth Advisor at National Bank Financial has been
concentrated in expert wealth management techniques. I work one on one
with clients to achieve their financial goals through a variety of
instruments. I began my career at TDEvergreen and have since moved
once to my present employer, National Bank Financial. My client base
is largely comprised of high net worth investors whose primary goal is
one of capital preservation but also with a focus ongrowth and
income.
I attended the University of Western Ontario, completing four years of studies before graduating with Honours in the Bachelor of Arts program. My financial accreditations include:
- Registered Options Representative
- Level II Life Insurance
- Financial Management Advisor (FMA)
- Chartered Investment Management (CIM)
- Registered Portfolio Manager
- Member of the FSCI