As the lead portfolio manager and wealth advisor of the group, Craig oversees many of the team's operations as well as manages the day to day investment decisions. With over a decade specializing in high net worth and charitable giving, he is uniquely qualified to assist many of our clients with not only their investment management but with their philanthropic endeavors. As a licensed life insurance specialist and Wealth Advisor, Craig also assists our clients to plan tax-effective financial and estate strategies. A passionate advocate of philanthropy and volunteerism, Craig has distinguished himself as a fundraiser, and has worked extensively with organizations including Big Brothers/Big Sisters and the Children’s Foundation of Guelph Wellington. He has also contributed to efforts to raise funds for relief efforts in Haiti, the MS Society, the Canadian Kidney Foundation, Sunnybrook Foundation, and the Juvenile Diabetes Foundation. Craig is also a member of the asset mix committee of the General Synod Pension Plan of the Anglican Church of Canada and is a member of the Campaign Committee for Boost Youth & Advocacy Centre in Toronto. In his free time, Craig enjoys active outdoor sports, including squash, golf, and sailing.
