
Member Bio
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An experienced, award-winning wealth professional with a proven track record of providing discretionary portfolio management services for affluent individuals, their families, and their companies. With roots in Winnipeg, embarked on a financial career in 1989 as a commercial banker in Toronto with a prominent international bank. Achieved the Chartered Financial Analyst designation in 1995 and Chartered Market Technician designation in 2006; held various senior investment management positions at national firms. Recognized for a strategic mindset, deep expertise, forward-thinking approach, and collaborative style; possesses exceptional presentation, problem-solving, and communication skills. Stands out as a dynamic contributor dedicated to achieving optimal outcomes in the wealth management sector.