Senior Financial Advisor with Assante Capital Management Ltd.
Some of the products I provide are Mutual Funds, GIC's, Bonds, Securities and Life & Critical Illness Insurance. I have completed the PFP (Professional Financial Planning) course through the Securities Institute of Canada.
To date, I service approximately 300 Clients, composed of about 150 family groups.
My personal timeline includes:
1981 - B.Sc. in Engineering Geology from University of Waterloo
Worked as an Engineer until 1988
1985-86 - Traveled around the world for 13 months
1988-90 - Investment Real Estate Broker (Rental Residential-Apartment Buildings)
1991-92 - A.L. Williams, Moynes Securities & Regal Capital Planners as a Financial Advisor including both Life Insurance and Mutual Funds
1992 - Equion Financial Ltd. as a Financial Advisor including both Life Insurance and Mutual Funds
1995 - Equion and other dealerships merged with Loring Ward Investment Counsel and became what is now known as CI Assante Wealth Management
1996 - In addition to being able to offer my clients mutual funds and insurance products, I also completed my Canadian Securities Course and completed the PFP (Professional Financial Planning) course