After completing a B.Sc. in Economics from the University of Victoria, I originally started as an Investment Advisor in 1996.
Throughout my career I have attained designations as a Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Personal Financial Planner (PFP), and an Accredited Investment Fiduciary Professional (AIFP). These were precursors to the Chartered Market Technician (CMT) designation.
Investing, and technical analysis is my passion as well as my profession. I can truly say I an excited to be managing portfolios and with a client focused firm like Wellington-Altus.
At home, I enjoy sports and reading. Mostly though I enjoy spending time with my family and helping my son Anthony grow up, which is going much too fast for my liking.