Arthur has been working with Gary and the team since 2011. He graduated from McGill University in 2010 with a focus on finance and mathematics. He is a licensed associate advisor. He is the main point of contact for equity research needs, options trading, equity trading strategies and beginning your wealth management process.
Additionally, Arthur works extensively with Gary in his discretionary portfolio management process, which involves investment analysis, monitoring portfolio composition and risk management. He is also the contact point for many clients to discuss their current portfolio structure and direction.
Arthur is a fully licensed associate having completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Derivative Fundamentals and Options Licensing course and is a CFA Charterholder.
In his free time, Arthur enjoys hockey, volleyball, running and trying new restaurants in and around the city.