
Timeline
About me
Financial Planner at TD Wealth Financial Planning
Education

Chichester college
1990 - 1992Btec and a level business and finance
Experience

Merrill lynch
Oct 1994 - Jan 2000Futures and options brokerStarted at Merrill in a Client Services role, however within a year of joining it became obvious that my career path lied in the Front Office. I was transferred to the LIFFE trading floor and worked as a Traders Assistant whilst taking Trader exams. This coincided with the move into Electronic Trading. In late Spring 1998 I became part of a project team to build Merrill Lynch's first Global Electronic Desk, involved working with numerous internal IT teams around the globe, Proprietary desk's, Risk and Compliance departments and numerous external contacts. The desk was a huge success growing from 8 to 40 people inside 18 months. Show less

Rts realtime systems
Jan 2000 - Jun 2000Account managerFor a short period i held a role with RTS looking after clients within the Futures and Options industry. RTS is a leading trading software. Duties included training clients, testing systems and operating as a middleman between the customers and the developers.

Goldenberg hehmeyer trading co ltd
Jun 2000 - Mar 2004Proprietary traderMain trade activity was in the Europe Fixed Income derivatives market. Trading the yield curve spreads, 2yr-5yr-10yr.Also involved in mentoring Graduate Trainee's that joined the company.

Refco
Mar 2004 - Oct 2005Proprietary traderI traded a wide range of products, TED spreads in Europe and the USA, NoB spreads in USA, and continued looking at the European 5yr-10yr contracts, using previous yield curve experience to lean on the spreads as a possible hedge whilst trading those contracts outright.Refco purchased Easyscreen in 2005, the plan was to turn it into the main front end trading platform for their Proprietary traders. At the time the platform was more suited for retail clients. I was one of several traders at Refco who was tasked with working with developers to make the alterations. It involved meetings with developers to outline traders needs and wants, testing system in live and simulation environment, working through bugs, initial assessment of all upgrades and continued evaluation of platforms viability. Show less

Schneider trading associates
Oct 2005 - Nov 2007Proprietary traderAdded a number of other contracts to the portfolio of contracts i trade, trading Dax, Eurostox and Dow Jones futures whilst using one contract as a hedge for the other if caught in a sharp move. This proved very successful. In addition i carried on trading the products that i had previous experience in.Whilst in this role STA was partnering with developers to build a front end trading platform. As a senior trader with prior project management experience i was tasked with being lead contact on the trading side. Liasing with IT team to test platform in live and sim environment, suggest upgrades, report on bugs. This involved regular meetings with a number of teams within STA and the lead IT developer. This platform is now known as Stellar Trading Systems and available globally within the futures and options industry. A number of features within the system are a direct result of suggestions made by myself. Show less

City fund management
May 2006 - Nov 2007Investment managerAlongside trading for my own account at Schneider Trading Associates (STA), i was permitted by the FSA to trade on behalf of City Fund Management on a pre-determined trade split. It was a hugely successful arrangement, during some very busy periods in the market. Due to leaving STA it was not possible to continue this relationship.

Tower trading group
Dec 2007 - Oct 2010Proprietary traderThis coincided with the blow up of leverage in the market. Thus the number of contracts i could focus on became greatly reduced towards the end of my time with TTG, as the gearing offered by clearers disappeared. A very volatile couple of years of trading, managing your own risk became a necessity as a trader.

Fct group
Nov 2010 - Apr 2018Proprietary traderOver almost 10 yrs with FCT my focus moved about as liquidity did in different markets. I spread across numerous markets with Algorithm's trading a variety of studies, using Trading Technologies ADL.

Td
May 2018 - Mar 2020Financial services representative at td canada trust
Bluerock wealth management
Mar 2020 - Apr 2021Associate
Td
Apr 2021 - nowFinancial planner at td wealth financial planning
Licenses & Certifications
- View certificate

Certificate in advanced financial advice
Canadian securities instituteMar 2021 
Certified financial planner® (cfp®)
Fp canadaAug 2022
Volunteer Experience
Coach
Issued by Collingwood United Soccer CLub on May 2008
Associated with Christopher Eldred CFP®Board Member
Issued by Collingwood United Soccer Club on Oct 2017
Associated with Christopher Eldred CFP®
Languages
- enEnglish
- geGerman
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