Growing up, I bounced around a lot. I was born in Cleveland, Ohio – but by the time I was 12, my family had moved nine times. The last move was a big one – from Long Island, New York to Vancouver, British Columbia.
That was the first time I saw how tough of a financial move going from the US to Canada can be.
My mom and dad were essentially fired by their financial advisor – and told to transfer or liquidate their IRA - because the firm wasn’t registered to work with Canadian residents. It caught them off guard – with little time to make a decision.
Thankfully it was just a bump in the road – one that continues to motivate me to help people in the same situation today.
I haven’t always been a finance guy – I returned to the US after high school to play college football – then went on to play professionally in the Canadian football league for the Toronto Argonauts.
That career was cut short by an injury – which turned out to be the best thing that could have happened to me – because it kicked off my career in finance – and allowed me to build one of the leading cross-border financial practices in Canada.
When I’m not working – I love spending time with my family. I have three boys, so our weekends are usually spent on the field. Be it football or baseball – it’s where I love to be.
One of my biggest passions is the Challengers baseball team, for children with special needs. As a father of a child with down syndrome, it’s an organization that’s near and dear to my heart.
I’ve learned a lot from sports over the years. No matter your race or gender, sports breaks down barriers, and unites people in a common objective.
I’m here to do the same for you from a financial perspective.
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™.
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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