Our Team

Experience

• Senior Financial Planning Advisor at Assante Capital Management Ltd. (August 1997 - present)
• Financial Planner at Financial Concept Group (February 1993 - May 1997)
• Class 3 Flight Instructor at Algonquin Flight Centre (1991 - 1992) 
• Flight Instructor responsible for teaching private and commercial students and teaching licenced pilots how to take-off and land on water to obtain their float endorsement.

Education

• Personal Financial Planner Designation (Canadian Securities Institute, CSI) (2013)
• Applied Financial Planning Certification (Canadian Securities Institute, CSI) (2013)
• Professional Financial Planning Course (Canadian Securities Institute, CSI) - 2000
• Canadian Securities Course (Canadian Securities Institute, CSI) - 1997
• Conduct & Practices Handbook Course (Canadian Securities Institute, CSI) - 1997
• Canadian Investment Funds Course (Investments Funds Institute of Canada, IFIC) - 1992
• Graduated from Seneca College in the Aviation & Flight Technology program in 1991.

Honors and Awards

• Chairman's Council 2005-2006
• Chariman's Council 2007-2008
• Chairman's Council 2010-2011
• Chairman's Council 2014-2015
• Chairman's Council 2015-2016

Assante Capital Management Ltd. 
Executive Assistant to Shawn Blainey 
(September 2005 - present)

Toronto Marriott Downtown Eaton Centre
Event Technician
(November 2000 - present)

Multiple Retirement Services Inc. (M.R.S. Inc) 
Trade Resolutions/Client Service Representative
(January 2001 - August 2001 & September 2003 - August 2005 
       
Education

• Graduated from Centennial College in the Financial Services program in 2004.
• Canadian Investment Funds Course (Investments Funds Institute of Canada, IFIC) - 2002
• Canadian Securities Course (Canadian Securities Institute, CSI) - 2003
• Canadian Insurance Course (Canadian Securities Institute, CSI) - 2003