I started my career in the investment services industry in 2017, where I learned the industry from the ground up, starting at a large bank and later a prominent mutual fund company. Prior to my current role, I held the role of Portfolio Manager Assistant where I performed a number of duties including market and investment research, as well as being the primary liaison for client inquiries.
I became interested in investment management while studying economics at McMaster University where I graduated with Honours. Specifically, I was fascinated with the concept of compound interest after discovering its ability as a wealth generation tool. I believe it is vital to be constantly learning in this business and I have supplemented my knowledge in the investment industry by completing my Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations.
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.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
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