As an experienced member of the team and a licensed Associate Portfolio Manager, Craig is responsible for many aspects of the investment process, including cash management, account modeling, portfolio rebalancing, and preparing client retirement projections.
Craig began his career in the investment industry a little over a decade ago and has held a variety of roles, providing him the experience necessary to navigate and manage many areas of the business.
Craig holds a Bachelor of Commerce with a concentration in Finance from Carleton University and the Chartered Investment Manager (CIM®) designation.
Craig lives in Kanata, and in his free time, enjoys spending time with his family and playing a variety of leisure sports. He can usually be found on the golf course, upsetting unsuspecting bettors.
