In 1995, I decided to change careers from the commercial bank world to personal wealth management in order to make a material difference in people’s personal lives. Over the many years of my journey, I have been managing clients’ wealth, developing lasting relationships with them, their families, their colleagues and their friends. What became apparent to me from the beginning was people of all ages face many expected and unexpected transitions, and require my assistance and support to ensure they navigate these transitions with financial success while feeling comfortable and in control. I have witnessed almost all, and personally experienced some, of life’s exciting and tragic events. I have developed specific strategies and expertise in not only guiding clients through these journeys but also helping them to navigate successfully the complexities of their financial life so they can be assured their plan is on track and their goals will be met. I found the difference I sought when I changed careers: the rewarding opportunity of working with all generations of different families, as well as senior executives, business owners and US citizens.
In addition to being a Portfolio Manager with the Chartered Investment Manager designation, I am also certified to offer cross-border investment solutions. My wealth process focuses on clients’ individual goals, creating a plan in a holistic manner, and using an active portfolio management process to identify opportunities while managing the risks associated with them.
At Raymond James, I co-founded the Family Wealth Counsel Advisory Group. My partners and I provide comprehensive financial planning and wealth management services while acting as custodians and stewards of our clients’ generational family wealth.
I am an active swimmer, cyclist, recreational runner and paddle boarder. I love to travel and immerse myself in local communities in different areas of the world. I enjoy the solitude and activity of country life and spend as much time as possible at my cottage on Kawagama Lake in the Algonquin Highlands. One of my life philosophies is to pay it forward; therefore, I endeavor as much as possible to give back to the people and animals in my communities. I am involved in and contribute to many community projects and serve as a Board Member on two charitable boards in Toronto.
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.
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