As an accredited Portfolio Manager and Chartered Financial Analyst (CFA) with 28 years of industry experience, Craig offers investment management on a discretionary basis through a premium service, Private Investment Management. This service is specifically designed for high-net-worth clients who prefer to delegate the responsibility for day-to-day management of their investment assets to highly qualified money managers.
Craig has been guiding clients through the portfolio management process since 1996, first with Royal Trust Investment Counsel and then, in 2003, joining RBC Dominion Securities. In addition to providing customized investment management solutions for his clients, Craig and his team of highly trained professionals are committed to creating unique wealth management solutions for their clients. They provide valuable insights to help you preserve and grow your wealth by developing detailed financial plans. These plans include a Will and estate review, strategic tax planning, insurance solutions, and access to premier banking services.
Craig received his Bachelor of Commerce degree with distinction in 1995, and the prestigious CFA designation in 2000. When he is not in the office, Craig enjoys spending quality time with his wife, Leanne, their two daughters, Madison and Kylee, and their dog, Harley. He unwinds with long walks, camping, fishing, and shooting trap and sporting clays.
