Vice President, Investment Advisor
Toll Free: +1 (888) 867-8175
Fax: (416) 594-8404
I have been an Investment Advisor with CIBC Wood Gundy since 1990. Prior to that, I was a Financial Consultant with Merrill Lynch Canada from 1987-1990.
My qualifications include the Partners, Directors and Senior Officers Qualifying Exam and Insurance License. I am Licensed as a Registered Representative in Ontario, British Columbia, Nova Scotia and Alberta. I graduated from the University of Toronto in 1980 with a B.A. in Economics with a minor in Commerce. I currently manage over $185 million in assets of high net worth clients.
I believe my role is first to help you articulate your financial objectives, risk tolerance level and current or future income requirements. Following that I will prepare an investment plan, execute and then constantly monitor the plan. I pay particular attention to minimizing the impact of market volatility on your financial assets. Through annual reviews, we will work together to achieve your goals.