Before joining RBC Dominion Securities, I spent over 20 years working in Capital Markets providing institutional clients with investment recommendations and trading strategies. These clients included some of the largest banks, hedge funds, insurance companies, pension funds and mutual funds in Canada, the US and the UK.
I hold a Bachelor of Arts degree in Economics from McGill University and an MBA in Finance from The Wilfrid Laurier School of Business. I hold the Chartered Investment Manager designation which is the industry standard for discretionary investment portfolio management services. I have also acquired the following advanced industry designations from the Canadian Securities Institute and The Financial Industry Regulatory Authority in the US: CSC, CPH, TTC, LLQP, AIS, PMT, Series 37, Series 63, and WME.
Outside of the office, I enjoy golfing and skiing. I am a member of the Mississaugua Golf & Country Club and sit on the Board of Directors. I am also a member of the Oakville Club and the Holimont Ski Club in Ellicottville, NY.
