Craig has been involved in the investment industry for over 30 years. His experience ranges from the back office operations of a national investment firm to the floor of the Toronto Stock Exchange. After moving back to Ottawa in the early 1990’s he established his financial advisory practice in his home town.

Craig holds the Chartered Financial Analyst designation awarded by the CFA Institute. This credential is one of the most globally recognized investment management designations and reflects an unparalleled financial knowledge in the investment industry.

Craig has also earned the designation of Fellow of the Canadian Securities Institute as well as a bachelor’s degree from Queen’s University.

Craig has a firm commitment to his family and community. He has spent endless hours as a volunteer hockey coach for more than 10 years. Craig is a dedicated husband, proud father of 3 sons and he believes strongly in supporting the Ottawa business community.

Chartered Financial Analyst^® (CFA)

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.

FELLOW OF THE CANADIAN SECURITIES INSTITUTE FCSI^™

Representing individual integrity and unrivaled professionalism, the designation of Fellow of the Canadian Securities Institute (FCSI)^™ is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.