With 22 years of experience in wealth management, Durham’s success is a result of his strong ability to recognize and meet the unique needs of investors. He builds long-term relationships with his clients based on integrity and care, and is proud to act a trusted advisor to a select group of households and businesses in Canada and the U.S. His primary goal is to help you, your family and your business make progress towards your long-term financial goals.
Durham mainly focuses on helping professionals and entrepreneurs manage their corporate and personal assets efficiently. Facing an ever-changing tax landscape and increasingly sophisticated array of products and services, these individuals rely on Durham’s extensive experience and industry knowledge to help achieve their goals. His approach to wealth management is tailored to the needs of self-employed professionals, executives of a public and private companies, business owners and innovators, and retirees.
Durham holds Chartered Investment Manager (CIM) designation, which helps him further specialize in developing sophisticated investment strategies for high-net worth clients. He has also has earned the title of Associate Portfolio Manager.
Durham enjoys educating his clients on the world of finance and believes financial literacy should be a common topic of discussion within the family. His consultative investment management approach is grounded in the understanding that, as Durham puts it, “Instilling financial knowledge and good budgeting habits in our children is key to sustaining wealth within the family.”
Outside of the office, Durham and his wife enjoy spending time with their three children. He is very involved with his children’s sporting events and is proud to cheer on his son at his BMX races. In his spare time Durham enjoys hockey, tennis and golf and actively seeks opportunities to give his time and support to community causes.
