B.A., CFP®
Associé en placement - Fonds communs seulement
Murray is dedicated to helping clients balance their personal financial health to enable them to enjoy life without financial stress. With over 30 years of experience, Murray listens diligently to understand our clients’ needs and wants, providing a sound financial plan tailored to them. Murray specializes in retirement and estate planning applying all possible tax minimization strategies. He has a strong dedicated team that supports all aspects of our clients’ financial needs, regardless of life stage.
Murray has his CFP® designation along with a B.A. in Economics from York University. Murray shares his passion and knowledge with others, as an Instructor at the Schulich School of Business, where he teaches an MBA course in personal financial management.
When not at work, Murray enjoys spending time with his wife Carol at their cottage in Haliburton. They both enjoy travelling when time permits and have become avid fans of the NBA.