My Story

Personal Highlights:

  • Married 10+ years
  • Lived Dundas/Hamilton, Toronto & Trent Lakes (Ontario)
  • Fan of simple living, outdoor activities & travel (30+ countries so far!) 

Career Highlights:

  • 20+ year within Canadian Financial Industry
  • ETF Managers = 12+ years
  • Mutual Fund Managers = 4+ years 
  • Investment Dealers = 4+ years
  • Industry Courses:  Canadian Securities Course, Conduct & Practices, Derivatives Fundamentals (any previous licenses have expired)

Company Highlights:

  • Blackrock/iShares
  • Claymore Investments
  • TD Asset Management