Eric brings more than 30 years of experience to his role as a Wealth Associate. He serves as a key consultant to the team, providing expertise in practice management, investment research, and portfolio design.
A Bachelor of Commerce graduate from the University of Alberta, Eric’s earlier career with several leading global Chartered Accountant firms equipped him with extensive tax and business knowledge. He holds both the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations, reflecting his commitment to professional excellence and lifelong learning.
Eric and his wife, Melinda, reside on Vancouver Island, where they enjoy traveling, golfing, and spending quality time with family and friends. Passionate about the outdoors, Eric embraces an active lifestyle and continues to pursue personal growth through reading, ongoing education, and volunteer work.