Craig works with clients to create personalized financial plans. Once the plans are in place, he oversees and executes the portfolio strategy.
As a Certified Financial Planner with 20+ years in the industry, Craig has the ability, experience and skill to execute on all of your financial planning needs. In addition, as a Portfolio Manager, Craig makes the execution of your portfolio strategy simple and seamless.
By understanding, prioritizing, and connecting goals together, Craig provides a holistic plan that has real meaning and resonates with clients thereby directly increasing the likelihood of sticking with the plan and ultimately ensuring that their goals become reality.
Craig resides in Waterloo with his wife Giulia, 2 daughters Bianca and Nicola, and their zoo of pets consisting of Charlie the Jack Russell, Lily the Yorkie, Lily the cat, and Ollie and Pippa the hamsters.
