Craig focuses on working with clients to create long-term, personalized financials plans that utilize a disciplined investment strategy in addition to overseeing the portfolio design.
Craig is a graduate of both Mount Allison University and University of New Brunswick and remains a strong proponent of continuous education. In order to serve his high net worth and institutional client's sophisticated portfolio management needs, Craig has earned the Canadian Investment Manager (CIM®) designation. Craig has also completed Level 1 of the prestigious Chartered Financial Analyst (CFA) designation, the globally recognized designation of professional excellence.
In his free time, Craig enjoys playing hockey, reading, and spending time with his wife and two young and energetic sons.