A graduate of University of Western Ontario, Tim has over 27 years in the financial services industry and has obtained his Certified Financial Planner designation (CFP) and is a Fellow of the Canadian Securities Institute. Tim is a Member of STEP (the Society of Trust and Estate Practitioners) and has earned the TEP Designation . Tim is also a member of the Estate Planning Council of Simcoe County and the Estate Planning Council of Canada.
Having joined RBC Dominion Securities in 2010, he has enjoyed utilizing the vast resources and expertise that Canada's largest wealth management firm has to offer. Tim's extensive experience has taught him that proper financial planning is the key to success for his clients.
With this in mind, Tim works closely with his team of experts, to strategically plan your investment portfolio to work in harmony with your detailed financial plan. Emphasis is placed on risk management, tax efficiency and capital preservation.
Tim and his wife, Laura, enjoy raising their children in Ontario's playground and in his free time, Tim enjoys the many winter and summer sports that Collingwood has to offer.