As team leader, Warren’s primary focus is the client relationship. His goal is to understand and translate client’s needs into effective planning and investment management. Through extensive internal and external networks, he has been providing advice on all aspects of personal and corporate finance for over 21 years.
Born, raised and educated in Calgary, Warren holds a Bachelor of Commerce Degree (Finance) from the University Of Calgary Haskayne School Of Business. A fellow of the Canadian Securities Institute (FCSI) his credentials also include the Canadian Investment Manager Designation (CIM). Warren is options licensed and specializes in developing tax efficient income streams.
In his free time he enjoys travel, golf, curling, time with family and the great outdoors.
