I studied Finance at McGill University and then wrote the NASD Series 7 Brokers Exam through The New York Institute of Finance. I have completed extensive licensing requirements and formal training within the securities industry in the USand Canada including Equities, Options, Futures, Stock Trader and technical analysis. I equally possess the CIM (Canadian Investment Manager) designation which enables me to offer clients discretionary Portfolio Management services.
With 25 years experience in the investment industry, my career began at The Montreal Stock Exchange from 1984 to 1994 starting on the trading floor. I thereafter became an analyst followed by the position of Director, Market Development whereby my functions included advising Corporations on the process of becoming a public Company, working with pension funds and other institutional investors, Equity trading desks as well as business development and marketing for The Exchange.
In 1994 I pursued my career with Boston Based Fidelity Investments as Regional Vice-President. Fidelity being one of the largest money managers in the world, this experience allowed me to train with some of the most talented portfolio managers from the USA, Europe, Canada, Latin America and the Far East.
In 1998, armed with 15 years in the investment industry, I decided it was time to capitalize on my training and experience and work more hands-on to become a portfolio manager. Having garnered a strong background in trading, corporate finance and the institutional 'buy-side' of the 'Street' and confident I can make a meaningful contribution, I was ready to pursue my passion to manage portfolios for investors and work with my clients to offer them an array of investment strategies. My diverse and unique background has allowed me to offer clients a broader perspective of the markets and advanced strategies to benefit from opportunities that arise due to dynamic economic and market conditions. My team manages portfolios with the help of RBC's top ranked Research team as well as it’s leading edge technology platform. Our portfolio management expertise includes Stocks, Options, Bonds, Preferred Shares as well as various other instruments.
